Carson Wealth

JUNE 5, 2023

Recent economic data do not point to a recession. That’s a solid job growth number but a step down from reports through April. During the last expansion, 2010-2019, average annual payroll growth was 2.2 This measures the number of people working as a percentage of the civilian population. million per year.

Economy 52

Economy Numbers Compliance Banking 52

Carson Wealth

JANUARY 22, 2024

We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. The average yield from 2010-2021 was just 2.34%. However, they don’t appear ready to move as early as March. As for how much the Fed will cut in 2024, the jury is still out.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. The “soft” GDP number hid underlying strength, as most of the weakness was in the numbers that tend not to persist, and the payroll report was quite positive even if it missed expectations.

Marketing 97

Marketing Marketing Economy Economics 97

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. In the U.K., For example, we take a very dim view of companies that do actual damage to their customers.

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. In the U.K., For example, we take a very dim view of companies that do actual damage to their customers.

Clients 52

Clients Government Investing Investments 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. But it is a meaningful change worthy of discussion after a long period of time.

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. But it is a meaningful change worthy of discussion after a long period of time.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. ” Who are the number one users of TurboTax?

Management 213

Management Investing Investments Assets 213

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

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

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. So I leave the Bureau of Labor Statistics and I move into economic consulting. And it began outside of financial services. Ross Kendall writes a piece, I think it was 2010, about how expense ratios and star ratings predict success. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investing 130

Carson Wealth

JUNE 26, 2023

Between 1980 and 2010, there were five recessions, and each was preceded by a huge decline in single-family housing starts. The number of permits reflects new housing units and is a leading indicator of future supply. These numbers are typical of an economy emerging from a recession. Single-family starts surged 19% in May.

Marketing 52

Marketing Marketing Economy Numbers 52

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 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 …. I’m talking about diversified financial services.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. Or at least the top, pick a number, 30, 40%. I don’t remember the number. RITHOLTZ: Oh no, it’s much worse. It’s lower.

Management 130

Management Investing Investments Government 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. Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact.

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. Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

APRIL 18, 2023

You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. You see these things before they start to show up in the economic data. So we share themes and we share these economic signals. You know, economically, that’s a big thing. BARATTA: You know, I had young kids.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 141

Economics Economy Marketing Marketing 141