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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

Other years that saw big returns after down days were 2003, 2008, 2009, 2020, and of course now. US LEI Deteriorates Right now, our proprietary US Leading Economic Index (LEI) is telling us that economic momentum is slowing and the economy is growing below trend. Since 1980, only 2020 would be better than 2025 so far.

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Buffett vs. Graham vs. Lynch: Whose Strategy Wins Now & Over Time?

Validea

Understanding the Strategies Warren Buffett – The Patient Quality Investor Validea’s Buffett-inspired model focuses on durable competitive advantages, consistent earnings, and financial strength — in other words, quality and economic moats. 7/15/2003 Warren Buffett Patient Investor +2.5% +11.9% +8.8%

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Strategy of the Week: Ben Graham Value Investor Model

Validea

Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns. Since its inception on Validea in 2003, the models 10-stock, annually rebalanced portfolio has returned 825% , outperforming the S&P 500 by 361.8%.

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Market Commentary: Tariffs Have Increased Market Uncertainty, but Job Growth Remains Solid

Carson Wealth

Our basic conclusion was that while we did see an increase in economic risks, it did not change our baseline view. Economic data has been coming in on the softer side (but not recessionary), and the February payroll data confirm the slowdown. Not what you want to see if youre looking for an acceleration in economic growth.

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Market Commentary: Stocks Pause on Geopolitical Risk but Underlying Dyanamics Remain Positive

Carson Wealth

Markets saw strong gains despite the start of the Iraq invasion in 2003 and Israel’s Six-Day War in 1967. Despite several Middle Eastern conflicts that did not lead to market drawdowns, there are some that had market and economic repercussions. The Yom Kippur War in 1973 played at least some role in the ensuing market sell-off.

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Market Commentary: Seeing the Big Picture – Stocks Still Making New Highs and Household Balance Sheets Are Healthy

Carson Wealth

However, its lower than the minimum we saw during the 2003-2007 expansion cycle. It isnt just about seven big tech stocks anymore There are likely many more reasons, but one we want to make sure we highlight again is that this bull market is still young. Thats up from 0.52% a year ago, and currently higher than pre-pandemic levels.

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Transcript: Apollo’s Torsten Slok

The Big Picture

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economy 257