The Big Picture

JULY 24, 2024

We’re going to discuss how to make sure your behavior is not getting in the way of your portfolio. It’s the people who just leave it alone and go enjoy the rest of their lives and leave their portfolio alone to compound uninterrupted for years or decades tend to be the ones looking back who have done the best.

Math 273

Math Retirement Investments Portfolio 273

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. We will say this about the election — we could see some market volatility this week, although the extra days it took to determine the winner in 2020 actually saw market strength. on average, well above the 7.1%

Marketing 96

Marketing Marketing Economy Numbers 96

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 288

Numbers Insurance Economy Marketing 288

Carson Wealth

MARCH 17, 2025

In last weeks commentary, we took a look at tariff policy, the market uncertainty it was creating, and what was going on in the broader economy. But whether were looking at the current state of the economy or market history, our focus is always on facts over feelings. These guidelines dont mean we ignore context. What Should You Do?

Marketing 84

Marketing Marketing Economy Portfolio 84

The Big Picture

MARCH 6, 2025

To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. Look, this, this is a t tangled, uh, this is a tangled web, uh, that is critically important to, to the economy. Um, and so I, I think in a higher rate environment, if you’re trying to cool the economy, this is always true.

Economy 162

Economy Economics Food Banking 162

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Carson Wealth

APRIL 21, 2025

The survey also showed the largest two-month jump in cash since April 2020 and the 4 th highest recession expectations ever. Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator. We wrote in our 2025 Outlook that elevated interest rates are a risk.

Marketing 78

Marketing Marketing Economy Investments 78

Abnormal Returns

SEPTEMBER 22, 2022

interest rates since 2020. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? finance.yahoo.com) Economy Auto loan delinquencies are on the rise. Markets Market valuations are a lot more attractive than they were a year ago. blog.validea.com) Visualizing U.S. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. In fact, during the first three quarters of the year, the economy grew at a rate of 3.2 And that is also why we build balance into a portfolio. Looking at you, 2020. )

Economy 52

Economy Marketing Marketing Financial Planner 52

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. Jenison launched way back in 1969 as a growth equity shop.

Management 130

Management Assets Portfolio Insurance 130

Discipline Funds

MARCH 10, 2023

The 2020 and 2021 inflation was the tsunami. Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. And the earthquake was the irrational boom that occurred in 2020/21. It was so widespread that there’s no telling how widespread the bust will be.

Risk Management 145

Risk Management Banking Economy Valuation 145

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly.

Marketing 143

Marketing Marketing Economy Numbers 143

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.

Marketing 96

Marketing Marketing Economy Government 96

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Mon, 10/04/2021 - 11:00. An increasing number of investors are seeking to incorporate climate change in their investment calculus.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Trade Brains

FEBRUARY 8, 2024

The product portfolio of the company includes the entire range of passenger cars, SUVs, MUVs, light trucks, truck-buses, two-wheelers, agriculture, industrial, speciality, bicycle and off-the-road tyres, and retreading material and tyres. Industry Overview India has been the fastest-growing major economy in the last few years.

Planning 105

Planning Manufacturing Portfolio Government 105

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. economy is doing well, why do so many Americans say it’s terrible? 2020 Pandemic Panic ?!? (

Insurance 130

Insurance Math Economics Economy 130

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … obviously, the United States, the global economy. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

Clients 299

Clients Wealth Management Banking Investments 299

Carson Wealth

SEPTEMBER 23, 2024

Stocks Like Rate Cuts The big story this week was the Fed cutting interest rates for the first time since March 2020. If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. All this is very positive for the economy. Matching the 13.9%

Marketing 96

Marketing Marketing Economy Economics 96

The Big Picture

FEBRUARY 14, 2024

TRANSCRIPT: War in the Ukraine and the Middle East, inflation spikes in 2020 and 21, what is the financial impact of global conflict and rising prices? I’m Barry Ritholtz, and on today’s edition of At the Money, we’re gonna discuss whether war and inflation 20 somehow adds up to higher portfolio prices.

Marketing 317

Marketing Marketing Government Numbers 317

Carson Wealth

APRIL 29, 2024

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. After adjusting for inflation, the economy is almost 1% larger than the CBO projected.

Marketing 97

Marketing Marketing Economy Government 97

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. 2020-21 ₹ 7,428.35 ₹ 7,383.03 2020-21 (₹ 3.488) ₹ 483.17 Yes Bank vs IDFC Bank : Banks are the economic engine.

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

NOVEMBER 17, 2023

Fundamental Analysis Of Waaree Renewable Technologies : Electricity is a necessity and there would be no commercial activity in the economy without energy. 2020-21 12.98 -2.37 Industries and Households require electricity in day-to-day activities and operations. Net Profit grew to 55.33 cr in FY23 from 8.89 Financial Year Revenue (Cr.)

Government 115

Government Engineering Distribution Planning 115

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investments 96

Investments Investing Marketing Marketing 96

Carson Wealth

SEPTEMBER 16, 2024

The bottom line is if the economy was truly about to fall apart like so many economists keep telling us, we’d expect to see more weakness in high-yield bonds right here. Instead they are making more than two-year highs, yet another sign the economy is on firm footing despite what the nightly news tells you.

Marketing 96

Marketing Marketing Economy Compliance 96

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. economy grew 5.8% And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

Trade Brains

NOVEMBER 6, 2023

Successful businesses and the economy both rely on the movement of people. In light of the COVID lockdown and resulting slowdown in the economy, we have begun to observe a recovery in business, and this growth is reflected in the price of its shares. 2020-21 1,988.19 -123.54 2020-21 0.35 -5.23 Financial Year Revenue (Cr.)

Planning 105

Planning Transportation Engineering Manufacturing 105

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. The economy is normalizing, which could loosen tight financial conditions and boost cyclical activity. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

JANUARY 29, 2024

As the economy grows, electricity consumption is projected to reach 15,280 TWh in 2040 from 4,926 TWh in 2012. 2021-22 ₹ 6,581.78 ₹ 2,417 2020-21 ₹ 3,345.72 ₹ 2,485.39 2020-21 ₹ 103.59 ₹ 1,645.72 2020-21 -2.02 Most of the demand will come from the real estate and transport sectors. Suzlon SJVN 2022-23 ₹ 5,970.53 ₹ 2,938.35

Planning 111

Planning Government Accounting Transportation 111

Trade Brains

SEPTEMBER 1, 2023

Fundamental Analysis of Talbros Automotive: India has one of the world’s fastest-growing economies. 2020 ₹ 385.29 This rapid growth, combined with rising incomes, greater infrastructure spending, and increased manufacturing incentives, has boosted the vehicle sector, resulting in the expansion of the auto component business.

Planning 105

Planning Manufacturing Accounting Portfolio 105

Trade Brains

MARCH 3, 2024

The core sectors of the economy, such as agriculture, infrastructure, and building services, constantly require pumps, which facilitates the growing importance of the pump sector in the country. between 2023 and 2028, the Indian pump industry is a direct function of the progress of various sectors in the economy. 2020 0.73 -0.04

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

JUNE 5, 2024

Industry Overview Of JK Tyre The global economy has been facing persistent challenges over the last two years, with the aftermath of the pandemic, geopolitical turmoil, soaring commodity prices, and skyrocketing inflation. However, India has remained one of the fastest-growing economies, with its nominal GDP touching US$ 3.5

Manufacturing 111

Manufacturing Economy Sales Government 111

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 97

Marketing Marketing Economy Retirement 97

Carson Wealth

SEPTEMBER 11, 2023

Strong wage growth and lower inflation have helped the economy stay resilient. Why Has the Economy Stayed Resilient? A large part of the economy’s resilience has to do with a strong labor market that has surprised many economists and market-watchers. September can be a rough month for stocks, but it doesn’t have to be bad.

Marketing 93

Marketing Marketing Government Economy 93

Trade Brains

DECEMBER 4, 2023

Fundamental Analysis of Gujarat Pipavav Port: Ports are crucial for global trade as they serve as busy crossroads where goods are exchanged, linking countries and boosting economies. These maritime gateways play a vital role in international business by facilitating the flow of products from around the world.

Planning 111

Planning Commission Economy Taxes 111

Trade Brains

SEPTEMBER 22, 2023

Fiscal Year Net Interest Income Net Profit / Loss 2023 2698 1100 2022 1774 -415 2021 1729 8 2020 1634 350 2019 1107 199 5 Year CAGR 24.95% 53.29% Deposits & Advances Deposits of the Bank have been growing by 36.39% on a 5-year CAGR basis. The Indian economy is currently experiencing a significant transition into the middle class.

Banking 126

Banking Assets Accounting License 126

Trade Brains

SEPTEMBER 26, 2024

Financial Highlights Of NSE IPO Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,508 5,625 8,929 11,856 14,780 Net Profit (Crores) 1885 3573 5198 7356 8306 EBITDA(Crores) 2,706 4690.98 Its revenue surged from ₹3,508 crore in March 2020 to ₹14,780 crore in March 2024. in March 2020 to ₹167.79

Compliance 90

Compliance Banking Management Marketing 90