The Better Letter

MARCH 18, 2025

One bracket in 2017 was right through an incredible 39 games. NARRATOR: “Next time you are tempted to make a market prediction, you might recall that the global economy has a few more than 52 variables.” That was about a one-in-five-million level of success. In 2014, one bracket was alive through 34 games.

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Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. This is the longest win streak since September 2017. The last time the Dow got to 10 wins in a row was August 2017. Right now, it says the economy grew 2.4% Recent data suggest a major slowdown is not in the cards.

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Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. The Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

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Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. More Signs the Economy Is Holding Up Looking Under the Hood at Inflation On Thursday, we received inflation data from the Personal Consumption Expenditure Index (PCE), the Federal Reserve’s preferred metric of inflation. across 2018-2019.

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Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. and 2017-2019 pace of 2.8%. economy grew 5.8%

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Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy.

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Carson Wealth

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. The economy grew at an annualized pace of 2.4% The reason for the rally? But let’s not lose sight of the big picture.

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Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates. Here’s why.

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Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. That is the best ‘worst day of the month’ since November 2019 and second best since February 2017! Fortunately, the doers drive the economy; the thinkers only report on it. Layoffs remain very low but the unemployment rate has been creeping higher.

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Carson Wealth

OCTOBER 14, 2024

As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. That’s going to be a big tailwind for the economy, and markets, as we go into 2025. Want some more good news?

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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.

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Trade Brains

FEBRUARY 26, 2024

The Company has over 6 years of experience in the execution of infrastructure projects since 2017. Under the Bharatmala Pariyojana plan, the Government approved Phase-I of the project in October 2017 with an aggregate length of 34,800 Km with an estimated outlay of Rs. The IRB InvIT was listed on the exchanges in June of 2017.

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Carson Wealth

SEPTEMBER 9, 2024

or more percentage points above the lowest point of that average over the last 12 months, the economy is likely in the early months of a recession. from 2017-2019, and around 1.3-1.6% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Trade Brains

MAY 14, 2024

Cr customers who availed insurance benefits from since the Company’s inception in 2017. among leading global economies, with the 2022 penetration rate of China and the United States at 1.9% The RedSeer report was commissioned by Go Digit for the sole purpose of creating this RHP. As of December 31, 2023, Go Digit had 4.3 as of CY22.

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Trade Brains

SEPTEMBER 13, 2024

As FPIs look for possibilities in India’s expanding economy, this trend keeps going. Best stocks in which FIIs are consistently increasing stake KFin Technologies KFin Technologies , established in 2017, operates in the financial technology sector and employs around 6000+ people.

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Brown Advisory

JANUARY 1, 2023

There are many disturbing parallels in today’s global economy. It is a “scale economies shared” business model where customers, the company and shareholders can all win. 24 We believe the company is well positioned to benefit from the continuation of Moore’s law in addition to the larger digitisation trends in the global economy.

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Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting achen Mon, 06/12/2017 - 15:11 Thousands of people come to Omaha each spring for the Berkshire Hathaway annual shareholders’ meeting to hear the insights of Warren Buffett and Charles Munger, Buffett’s longtime business partner. An index constituent must also be considered a U.S.

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Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting. Mon, 06/12/2017 - 15:11. All the big brokerage firms have large compliance departments, and they should. Rather than a transcript, these notes are highlights organized to group common themes from responses to related questions. company.

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The Big Picture

AUGUST 20, 2024

In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? So any compliance people listening, I’m just spitballing here. There’s a continual, the economy continues to grow. Now my observation was twofold. That’s not Mike.

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The Better Letter

MARCH 16, 2023

One bracket in 2017 was right through an incredible 39 games. Note to self: The global economy has many more than 52 variables. 5:46 PM ∙ Feb 23, 2017 19,272 Likes 9,366 Retweets As Kahneman has explained , “to compute probabilities you need to keep several possibilities in your mind at once. Yours, too.

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The Big Picture

SEPTEMBER 5, 2023

I don’t care whether the economy is strong or weak, it’s not going to be the same. It’s a lot more spread out than it was, and I think that says a lot about how the economy is expanding into this sort of year-round living. And I just don’t think that’s- RITHOLTZ: It’s not realistic. MILLER: Right.

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The Big Picture

MAY 21, 2024

Because these regulated banks had to hire all these legal and compliance and expert folks to make sure we weren’t doing anything bad, right? I think it’s not just new economy chip purveyors, but it’s also the companies that buy the chips and become better. Yeah, 00:49:17 [Speaker Changed] I think that’s right.

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Carson Wealth

FEBRUARY 10, 2025

Tariff Tussle Resolved, But Its Only the Opening Round In this weeks Commentary we take a deeper dive on tariffs and their potential impact on the economy and markets. Trade makes up ~ 70% of both economies GDP. Whereas exports are not a significant piece of the US economy. But the late 2010s were an exception. Real GDP grew 2.7%

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Carson Wealth

APRIL 22, 2024

Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong. While geopolitics is a near-term risk, three major themes for 2024 are worth watching: Data continues to support an overall positive outlook for the economy. and hides underlying strength.

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Carson Wealth

OCTOBER 21, 2024

No matter how you slice it, this has been a great time to be an investor and it’s a pretty good referendum on the state of the economy. If Congress does nothing, a lot of elements of the 2017 Tax Cut and Jobs Act (TCJA, which was signed into law by former President Trump) will expire on December 31, 2025.

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Carson Wealth

SEPTEMBER 3, 2024

economy, only to get past those worries almost as quickly and see stocks move right back to new highs (or near new highs). A Bullish Signal for the Economy Two things to think about today. Since the Great Financial Crisis (GFC) ended 15 years ago our economy has been in a recession only 1.1% of the time. of the time.

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Carson Wealth

MARCH 31, 2025

Most key provisions of the 2017 Tax Custs and Jobs Act (TCJA) expire at the end of 2025 (although not the lower corporate tax rate), confronting Congress with the prospect of a fiscal cliff with mid-terms less than a year away. But again thats unlikely to matter a lot compared to the scale of the entire economy. Bush (1.9%).

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