Carson Wealth

SEPTEMBER 25, 2023

They updated their economic projections, which captures their views on what the economy, employment, and inflation will do under appropriate monetary policy. So, they believe the same structural forces that have kept economic growth relatively slow (around 2%) are still in play. Here are five takeaways.

Marketing

Carson Wealth

MARCH 11, 2024

The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. That’s a solid foundation for additional economic gains that ultimately could push stock prices higher. This newsletter was written and produced by CWM, LLC.

Marketing

Carson Wealth

NOVEMBER 13, 2023

Economic output regained its pre-pandemic level by the first quarter of 2021, with 8 million fewer workers, which translated to higher productivity per worker. Fed members have watched inflation fall over the past year even as real economic growth has accelerated and unemployment has stayed low. What About Artificial intelligence (AI)?

Marketing

Carson Wealth

SEPTEMBER 9, 2024

The good news is that the preponderance of economic data clearly tells us we’re not in a recession right now. from 2005-2007. Compliance Case # 02400621_090924_C The post Market Commentary: Slow Start to Historically Worst Month of the Year appeared first on Carson Wealth. It’s correctly indicated every recession since 1970.

Marketing

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. We found there were two times during the tech bubble that stocks gained 20% and again moved to new lows, and it also happened during the global financial crisis of 2007-2009. We’ve been in the bullish camp all year, expecting better times and returns.

Marketing

Carson Wealth

MARCH 27, 2023

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. This is the ninth straight rate increase and brings rates to their highest level since 2007.

Marketing

Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. Compliance Case # 02079559_012224_C The post Market Commentary: S&P 500 Index Hits a New All-Time High appeared first on Carson Wealth. They are perfectly normal.

Marketing

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. The housing market is showing signs of recovery.

Marketing

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running. I love Judge John Hodgman.

Valuation

The Big Picture

AUGUST 15, 2023

SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. This is the summer of 2007. RITHOLTZ: 2007. Let me say what your compliance wouldn’t allow you to say. So back in 2007. And what was his response?

Management

Brown Advisory

JUNE 12, 2017

Berkshire Hathaway In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3%

Investing

Brown Advisory

JUNE 12, 2017

In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% Berkshire Hathaway.

Investing

The Big Picture

SEPTEMBER 5, 2023

And so the idea is that, what I’ve heard is like, hey, we’re going into a recession or a weak economic period so therefore everybody’s going to go into work four and a half days a week because they want face time with their boss. And you definitely have some industries or some companies that want five days a week right now.

Sales

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? You could argue buying that in 2007 was the worst possible time.

Assets

Carson Wealth

SEPTEMBER 3, 2024

Yes, stocks hit new highs right before COVID and in early 2007, but the great majority of the other times over the past generation new highs have meant an economy that was growing, not an economy in a recession. As you can see, prior to the 2010s, the primary balance was always in positive territory as economic expansions wore on.

Marketing

The Big Picture

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. And there was one conversation very early in my career, this was actually 2007, where I was interviewing with an asset manager and I pre-meeting, asked them what they thought of the market.

Portfolio