Remove 2013 Remove Economy Remove Portfolio
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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. If the underlying economy is sound, pullbacks like this can actually be a positive for the longer-term health of the market. The economy created over 2 million jobs in 2024, down from 2.4

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Market Commentary: Stocks Hit New Highs Amid a Year of Milestones

Carson Wealth

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). For reference, the 2019 average was 166,000.

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Market Commentary: Seven Important Things to Remember In 2025

Carson Wealth

Im old enough to remember back in 2013 when everyone freaked out because the island of Cypress was having financial issues. Then you look back and the S&P 500 gained over 30% in 2013 and you wonder what in the world we were thinking! Im serious, it was a very big deal for about a week and had many investors on edge.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

00:17:53 [Speaker Changed] So what was, you know, we stood up a firm in 2013, I’m curious, and that experience was kind of surprising. And fire extinguishers were positions we would take in the portfolio that we could pull off the wall and put out the fire in the portfolio. You then entered the lost decade inequities.

Numbers 144
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Market Commentary: Markets Rally After Fed Meeting in Another Volatile Week

Carson Wealth

17 of 19 members now say inflation uncertainty is higher, versus 14 in December 18 members say inflation risks are higher, versus 15 in December At the same time, members are a lot more worried about a slowing economy and rising unemployment. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Market Commentary: Why You Shouldn’t Fear New Highs

Carson Wealth

In other words, new highs happen a lot and being scared of new highs isn’t going to benefit your portfolio. New Highs Happen in Clusters The S&P 500 broke out to new all-time highs in 2013 and it has been a major secular bull market ever sense. But there’s weakness in the economy, especially income growth.

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Transcript: Bill Bernstein on Navigating Uncertainty

The Big Picture

So you’re a proponent of modern portfolio theory and the efficient market hypothesis. 00:08:16 [Speaker Changed] So speaking of apocryphal times, you have said investors should build their portfolios for the worst 2% of market conditions rather than normal times. And so this is the guy who’s now directing our economy.

Math 130