Carson Wealth

JANUARY 8, 2024

A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. million, or 2.6

Marketing 96

Marketing Marketing Economy Numbers 96

Investing Caffeine

DECEMBER 1, 2023

Economy Remains Healthy : As mentioned earlier, the constant barrage of recession calls over the last two years has been blatantly wrong. Source: Trading Economics Employment Strength Continues : The labor picture remains strong, as well. remains near record lows, the number of employed persons paints a similarly strong picture.

Economy 91

Economy CFP Economics Investing 91

Trade Brains

SEPTEMBER 12, 2023

Nifty 50 first hit 10,000 on July 26, 2017, and it took more than 21 years to double that number. For many people, 20,000 is not just a number; but happiness for many. The Ripple effect saw the market fall a number of times in 2008. Investors saw Modi as a leader who would drive economic reforms aggressively.

Numbers 59

Numbers Economy Economics Government 59

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. annual pace, which is faster than the 2010-2019 pace of 1.2%.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

MAY 1, 2023

Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. Don’t Be Fooled by Headline GDP The Bureau of Economic Analysis reported that the U.S. economy expanded by only 1.1% The average over the last decade (2010 – 2019) was 2.3%. return since 1950. in the first quarter.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

JUNE 5, 2023

Recent economic data do not point to a recession. Instead, the economy is showing resilience. The economy created 339,000 jobs in May, beating expectations for the 14th consecutive month. A Resilient Labor Market = A Resilient Economy Another month, another employment surprise. million jobs. million per year.

Economy 52

Economy Numbers Compliance Banking 52

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

SEPTEMBER 18, 2023

Myth 1: Credit Card Debt Is Out of Control We hear a lot about how credit card debt cracked $1 trillion for the first time ever and the only reason the economy is growing is because people are buying everything on credit cards. In fact, it was the highest since 2010, which saw 530 in the first seven months.

Economics 144

Economics Retail Economy Media 144

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. While some cracks may be forming, the economy remains on firm footing. Admittedly, it can be hard to get a full picture of the economy as the data rolls in week after week. and 28 other countries.

Marketing 97

Marketing Marketing Economy Economics 97

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Further, we see room for the European economy to grow.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Further, we see room for the European economy to grow.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

OCTOBER 8, 2019

BP’s 2010 Macondo oil spill disaster and Sports Direct’s exploitative employment practices are examples of when environmental and social issues undermine a franchise’s ability to generate long-term cash flow. Bank Rakyat is a crucial lender to the informal economy in these rural regions and leads the Indonesian microfinance market.

Clients 52

Clients Government Investing Investments 52

Brown Advisory

OCTOBER 8, 2019

BP’s 2010 Macondo oil spill disaster and Sports Direct’s exploitative employment practices are examples of when environmental and social issues undermine a franchise’s ability to generate long-term cash flow. Bank Rakyat is a crucial lender to the informal economy in these rural regions and leads the Indonesian microfinance market.

Clients 52

Clients Government Investing Investments 52

The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go. And sometimes you’re very happy at that.

Valuation 293

Valuation Investing Investments Engineering 293

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. In the period 2010 to 2014 there was a boom in energy capex particularly into U.S. The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. has not seen 10+ year economic expansions, other developed markets certainly have. A cool change indeed. Additionally, while it is true that the U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. has not seen 10+ year economic expansions, other developed markets certainly have. A cool change indeed. Additionally, while it is true that the U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. ” Who are the number one users of TurboTax? And you see that in the numbers, right?

Management 213

Management Investing Investments Assets 213

Carson Wealth

MARCH 25, 2024

If tech is removed from the equation, those numbers are estimated to drop approximately three points, putting stocks right in line with historical averages. One reason many claim the stock market is in a bubble is 2023 earnings were barely positive while stocks soared, implying it was all multiple expansion. to 2.1% (real GDP growth).

Marketing 97

Marketing Marketing Economy Manufacturing 97

Fortune Financial

SEPTEMBER 19, 2023

While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. per annum with growth every single year regardless of economic circumstances. members to ~2.5

Food 95

Food Budgeting Financial Advisor Economics 95

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. economy following the financial crisis. Then and Now. There is no obvious parallel today.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. 00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. New York is number one. So I actually went to work in m and a and payments and I enjoyed that.

Assets 141

Assets Management Portfolio Investing 141

Brown Advisory

APRIL 1, 2016

There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. Multiple Risks.

Investing 52

Investing Investments Portfolio Assets 52

Fortune Financial

SEPTEMBER 19, 2023

While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. per annum with growth every single year regardless of economic circumstances. members to ~2.5

Food 52

Food Budgeting Financial Advisor Economics 52

Calculated Risk

MAY 29, 2023

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. See Pandemic Economics, Housing and Monetary Policy: Part I and Part II.

Sales 145

Sales Economy Economics Banking 145

Calculated Risk

SEPTEMBER 16, 2022

We did see negative real GDP growth in Q1 and in Q2 - but that didn't mean the US economy was in a recession (and this has never been the definition of a US recession). Also, there are two measures of economic growth - Gross Domestic Product (GDP), and Gross Domestic Income (GDI). See: Better Measure of Output: GDP or GDI?

Sales 145

Sales Economy Economics Investing 145

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. RITHOLTZ: Right. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

Trade Brains

MAY 25, 2023

Overall, Zerodha means ‘Zero Barrier’ It was started by Nitin Kamath, an Engineer by qualification, in 2010. Nithin bootstrapped and founded Zerodha in 2010 to overcome the hurdles he faced during his decade long stint as a trader. Anyways, Zerodha, the discount broker, originated only in 2010.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. ADMATI: And I had never taken an economics course before that. But when I got to Yale, my advisor said, why don’t u take microeconomics and take mathematical economics and take some economics.

Banking 195

Banking Government Insurance Taxes 195

Calculated Risk

DECEMBER 7, 2022

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. This has happened , but this usually leads the economy by a year or more.

Sales 144

Sales Economy Engineering Investing 144

Carson Wealth

JUNE 26, 2023

Housing is making a sharp turnaround, and that’s very positive for the economy. The economy continues to surprise to the upside, with housing a potential wildcard that few are discussing. Between 1980 and 2010, there were five recessions, and each was preceded by a huge decline in single-family housing starts. We think it can.

Marketing 52

Marketing Marketing Economy Numbers 52

The Big Picture

NOVEMBER 8, 2022

And he did — when I met him, let’s say in 2010, he acknowledged that they’ve got things wrong. Now, not too long ago, just before the pre-pandemic period, like late 2010s, they kind of came out when Dow first crossed 36,000. All our economic actions are taking place across time. I met him there. RITHOLTZ: Yes.

Banking 141

Banking Valuation Economy Investing 141

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Economic data continues to come in strong, including for retail sales and vehicle production. Housing may no longer be a drag on economic growth the rest of this year.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … obviously, the United States, the global economy.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? So there are a number of us heading in out of college into the BLS. And she had a number of standing slots on TV shows.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. On that question, the economy is sending somewhat mixed signals. Let’s summarize some of the crosscurrents.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. On that question, the economy is sending somewhat mixed signals. Let’s summarize some of the crosscurrents.

Investing 52

Investing Investments Economy Assets 52