Carson Wealth

JUNE 23, 2025

Back then we almost saw a bear market after the first US debt downgrade in August 2011, but what matters to us as investors is how things rebounded and continued to move higher. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing

The Big Picture

MARCH 17, 2025

It’ll reduce new company formation, it’ll make us borrowing costs skyrocket, it’ll devalue the US dollar, it’s gonna cause rampant inflation and it will act as a drag on the overall economy. And their economy seems to be doing just fine. None of these things have happened. Deficits for what, right?

Economy

Carson Wealth

APRIL 28, 2025

Early 1987, March 2009, August 2011 (after the US debt downgrade), and the COVID lows in March 2020. But what if demand craters across the economy and you’re stuck with goods you can’t sell? Congress also provides a cushion for the economy by raising deficits even further via tax cuts. Do you keep hiring?

Marketing

The Big Picture

FEBRUARY 3, 2025

Economy : For the second time, President Trump inherited a robust economy from his predecessor. we have enjoyed a resilient, surprisingly strong economy characterized by full employment, strong wages, and robust spending. 25% tariff levels will have a very significant impact on the global economy and the U.

Economy

Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? But in 2011, the concept of “portability” changed the estate planning landscape.

Estate Planning

The Big Picture

FEBRUARY 19, 2025

At The Money: Jeff Hirsch Why Big Federal Spending Plus Inflation = Superbooms (February, 19 2025) Wars, national defense spending, technology innovations historically, these have had big impacts on the economy. Not, only did you convince me, but I wrote the forward to that book that ended up coming out in 2011. What about energy?

Economy

Investing Caffeine

MARCH 3, 2025

There have been many causes for Bitcoins historical volatility, including the hacking of the largest Bitcoin exchange in 2011 (Mt. Since Bitcoin was introduced in early 2009, the value of the cryptocurrency has fallen by more than -50% seven times. Gox); China banning Bitcoin in 2013; and the COVID pandemic crash in 2020.

Assets

The Better Letter

JANUARY 10, 2025

Even Buffett, whose BKB made the list, was about to buy (he bought into IBM in 2011, although the trade didn’t turn out well; he was out in 2017, having earned about 5 percent per year, including dividends). The broader economy matters. All 1990 list members are gone by 2010. The 2020 top ten list is very tech heavy.

Numbers

Carson Wealth

APRIL 14, 2025

Heres the thing weve seen many near bear markets lately from a big picture perspective, including 1990, 1998, 2011, and 2018. Of course, this has the added effect of shielding the economy from tariffs, since it makes Chinese exports even cheaper for other countries (though they have a long way to go to overcome a 154% tariff).

Economics

The Better Letter

MARCH 18, 2025

Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. However, since 2011, at least one seven seed or lower has made it to the Final Four every year except 2019. The 11 and 10 seeds win about four times in ten.

Numbers

Calculated Risk

JANUARY 10, 2024

2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs? million jobs in 2023.

Economy

Calculated Risk

JANUARY 13, 2023

1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. How much will the economy grow in 2023? Defaulting on the debt with an already weak economy will likely push the economy into recession. Or will the economy lose jobs? 2008 0.1% -2.5%

Economy

The Big Picture

SEPTEMBER 1, 2023

If you were watching the video instead of the still pic , it was apparent that the biggest risk to the economy then was less rising prices than a tardy FOMC over-tightening. I have been saying since June 2022 that inflation had peaked; the data has been leaning that way since May 2022.

Economy

The Big Picture

DECEMBER 8, 2023

June 3rd, 2011) THE MOST IMPORTANT EVER NFP blah blah blah (June 7th, 2013) “What’s Your NFP Number?” workers in the economy that excludes proprietors, private household employees, unpaid volunteers, farm employees, and the unincorporated self-employed.

Numbers

Calculated Risk

APRIL 19, 2023

economy—Treasury securities are the world’s “safe” asset and the dollar is the world’s main reserve currency. A debt default would also adversely affect the economy through its direct effects on aggregate income flows and government operations if the impasse in raising the debt limit lasted for several weeks. Failure to raise the U.S.

Government

Calculated Risk

JANUARY 10, 2024

How much will the economy grow in 2024? A year ago, I argued that "the economy will avoid recession" in 2023, even though some key indicators suggested a possible recession, the FOMC was forecasting an employment recession, and many Wall Street analysts were forecasting an economic recession. Or will the economy lose jobs?

Economy

Calculated Risk

JULY 12, 2023

Incoming economic data continue to send mixed signals about the economy, with the overall impact leaving Treasury yields higher last week as markets expect that the Federal Reserve will need to hold rates higher for longer to slow inflation. percent, a record high for the jumbo series, which dates back to 2011.”

Economy

The Big Picture

JUNE 17, 2023

They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. economy, but American society as a whole. She (and coauthor Joshua Rosner) recently published “ These Are the Plunderers: How Private Equity Runs―and Wrecks―America.”

Taxes

The Big Picture

JANUARY 8, 2024

Federal Reserve : While a recession is possible in 2024, it mostly depends upon how long the FOMC keeps rates tighter (higher) than is appropriate for the economy. September 29, 2023) Round Trip: Lessons From the 2022 Bear Market (August 1, 2023) How Bullish Were You in 2011? (Data via Yardeni Research ). November 29, 2023) _ 1.

Economy

The Big Picture

FEBRUARY 14, 2024

Full transcript below. ~~~ Previously : Hirsch’s WTF Forecast: Dow 38,820 (September 28, 2010) Super Boom: Why the Dow Jones Will Hit 38,820 and How You Can Profit From It (April 12, 2011) ~~~ Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. It’s government spending period.

Marketing

Trade Brains

SEPTEMBER 28, 2023

India can become the 3rd largest economy by 2027 and even the 2nd largest by 2075, surpassing the US. Now, that’s a huge number of young, talented people, and a great opportunity for the country to grow its economy with multitalented and skilled youths in this competitive world. But hold on! Isn’t it very soon to celebrate?

Education

Trade Brains

OCTOBER 3, 2023

The World Cup is starting on October 5th, and India is proudly hosting it for the fourth time in history, with earlier ones in 1987, 1996, and 2011. While we wait and see what happens, one thing we can be sure of is that our economy is going to receive a significant boost. India expects this World Cup to boost its economy by Rs.

Economy

Calculated Risk

MAY 1, 2023

economy—Treasury securities are the world’s “safe” asset and the dollar is the world’s main reserve currency. A debt default would also adversely affect the economy through its direct effects on aggregate income flows and government operations if the impasse in raising the debt limit lasted for several weeks. Failure to raise the U.S.

Government

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The global economy was in shambles, and people were losing their jobs all around. Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years.

Marketing

Discipline Funds

SEPTEMBER 5, 2024

And then the housing bubble expanded and I became very bearish about the economy around 2006. But some time around 2011/12 I got tired of living in fear and realized that very few people make money being pessimistic in the long-run. Then the financial crisis happened and I became even more negative about everything.

Economy

Brown Advisory

AUGUST 29, 2011

Mon, 08/29/2011 - 12:13. Demand is expected to grow on an annual basis by at least one million barrels per day, driven by the developing economies of the world and by a growth in transportation as we go from one billion cars today to two billion cars in 2050. Brown Advisory Briefings | Squeezing Water from a Stone.

Transportation

Carson Wealth

AUGUST 12, 2024

In 2011 there was the US debt downgrade, and in 2015 China’s surprise devaluation of its currency. Taken together these numbers tell us that hiring has slowed but concerns about the economy have not led to a big pick-up in layoffs. In 1997 was saw a major Asian banking crisis. 1998 saw the Russian debt default.

Marketing

Trade Brains

NOVEMBER 3, 2023

May 20, 2011: Mamata Banerjee became the CM of West Bengal and decided to return 400 acres of land to farmers. June 14, 2011: The govt. June 22, 2011: Tata Motors moves to the Calcutta High Court challenging the bill. October 3, 2008: Tatas announced moving the Nano project from Singur to Sanand, Gujarat.

Government

The Irrelevant Investor

AUGUST 10, 2016

Today I want to revisit what was potentially the most disruptive distraction to one's financial well-being since that time; the double-dip recession scares that first arrived in 2010, and then revisited investors in 2011. And tuning out the noise from the 2011 double-dip calls was hard because at that point stocks had already rallied 100%.

Economics

James Hendries

FEBRUARY 27, 2023

While concerns about the debt ceiling have been increasing, markets, businesses, and the economy are likely to see only minimal impact until we are days, or maybe a few weeks, from the “x date,” the date on which the federal government will no longer be able to meet all its obligations, likely in the summer or early fall.

Marketing

The Irrelevant Investor

MARCH 10, 2020

Wanger uses this to teach people about the difference between the short-term and the long-term, but it also can be used as a way to teach people about the difference between the stock market and the economy. You can see below how stocks are like the dog and the economy is like its owner.

Marketing

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

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. The world economy is on pace to grow 3.1% 2 economy, grew 7.3% 14, 2011, the UBS/Bloomberg CMCI rose 9.7%

Economy

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

Economy

Trade Brains

OCTOBER 21, 2024

While silver production is less significant to Russia’s economy compared to its gold, platinum, and palladium industries, the decision to acquire silver for reserves could be a strategic move to leverage its natural resources and bolster its economic position. million ounces.

Electronics

Validea

MAY 5, 2023

With valuations still high, the threat of a recession still looms over the economy, ushering in a prolonged period of low returns across the market, from stocks and real estate to corporate profits, as well as elevated inflation and unemployment rates. government debt which now has a solid return thanks to the inverted yield curve.

Economics

Carson Wealth

AUGUST 7, 2023

The first came in August 2011 from S&P Global Ratings after a government standoff over the debt ceiling. debt was downgraded for a second time in history, but we do not expect this to have much impact on the bull market or the strength of the economy. The economy is growing and normalizing. on average.

Marketing