Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. More expansion is coming, and the fruits of these investments will be seen over the next decade in the U.S.

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Carson Wealth

APRIL 29, 2024

Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports.

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Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024.

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Carson Wealth

JANUARY 29, 2024

We expect rate cuts in 2024, perhaps starting in May. With many investors worried stocks have gone too high too fast, this shows those concerns may be overblown and this bull market should continue to move higher in 2024. Residential investment is also likely to be a tailwind if mortgage rates ease once the Fed pivots to rate cuts.

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Carson Wealth

JUNE 10, 2024

2024 is one of the better starts to a year ever, but you’d never know it if all you looked at were the headlines. We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000. All indices are unmanaged and may not be invested into directly. Did you see what I did there?

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Carson Wealth

DECEMBER 11, 2023

Multiple signs indicate there won’t be a recession in 2024, which contradicts what many expect. We broke this down as a percentage of disposable income to keep it consistent, but it tells a story not often told and suggests no recession is coming in 2024. All indices are unmanaged and may not be invested into directly.

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Carson Wealth

APRIL 1, 2024

DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. Looking at the numbers, more good news could be in store for the bulls. 2024 is off to a strong start. Stocks have ended each of the first three months of 2024 higher. But the odds favor more green numbers.

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Carson Wealth

FEBRUARY 26, 2024

Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. Use cases are expanding across industries, reflecting an overall focus on increasing productivity that may have long-lasting effects, a theme we discussed in our 2024 Outlook Seeing Eye to Eye. AI is not only a NVIDIA story.

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Carson Wealth

JANUARY 22, 2024

As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. Aggregate Index in 2024. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. by the end of 2024. by the end of 2024.

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Carson Wealth

APRIL 8, 2024

gain, but not a bad number by any means. One of our favorite indicators at Carson Investment Research is the December Low Indicator, which is fairly straightforward. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. median return.

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Carson Wealth

MARCH 4, 2024

The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. Lastly, the first two months of 2024 are continuing a rally that began in the final two months of 2023. All indices are unmanaged and may not be invested into directly. The economy continues to appear in good shape.

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Carson Wealth

NOVEMBER 20, 2023

In 2024, even a slightly less restrictive Fed may be welcomed by markets, which may cheer a federal funds rate of 4.5% Also, the number of NYSE stocks on the rise surged, which is exactly what was needed for the next phase of this bull market to continue. In fact, by spring of 2024, the Fed could even start considering rate cuts.

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Carson Wealth

OCTOBER 23, 2023

Fast forward 12 months and not only did we not have a recession, but economic growth has accelerated over the past quarter and is showing strong momentum as we head into 2024. The consumption numbers quoted above came amidst surging student loan payments. All indices are unmanaged and may not be invested into directly.

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Carson Wealth

JULY 17, 2023

The Path to Lower Inflation Is Now Clear The June CPI report was a positive surprise, both in terms of the headline numbers as well as the underlying details. All indices are unmanaged and may not be invested into directly. That comes out to a very impressive 12.2% average, not bad, not bad. Headline inflation rose 0.2% annual pace.

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Carson Wealth

DECEMBER 26, 2023

Four More Reasons ’24 Should Be a Good One for the Bulls “Investing is like dieting. It is simple, but not easy.” — Warren Buffett, Berkshire Hathaway Looking ahead to 2024, there are four reasons for bulls to smile. This is yet another clue stocks could be in a for a strong year in 2024. on average. gain on average.

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Harness Wealth

APRIL 28, 2023

If you earn income from various sources throughout the year, such as equity windfalls, venture capital fund distributions, crypto investments, and sales, or small business income, you will need to pay estimated quarterly taxes. This includes income from self-employment, investments, rental properties, and other sources.

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Carson Wealth

MAY 6, 2024

Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. The overall inflation numbers, including for core inflation, can hide what’s happening beneath the surface.

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Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. After huge gains last year and a rocky start to 2024, the S&P 500 rebounded during the second half of January and managed to finish the month higher. When January is down, the market is up about 2.1%

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Carson Wealth

MAY 13, 2024

“ Sometimes the questions are complicated and the answers are simple.” — Dr. Seuss 2024 came out swinging. 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. A year ago, it was up 4.4%.

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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).

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Carson Wealth

MARCH 18, 2024

LET’S TALK ABOUT BREADTH Increasingly, the market’s strength includes more than a small number of stocks. Overall, we’re still confident about maintaining our Outlook 2024 estimate of stocks gaining between 11-13% this year. However, we saw it differently after taking a closer look at the numbers. increase in gas prices.

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The Big Picture

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

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Carson Wealth

JUNE 26, 2023

Good News on Housing Is a Big Deal for the Economy Housing, or specifically residential investment, has been a drag on the economy for eight straight quarters. They tell us a lot about builders’ sentiment for investing in new projects and how consumers view their personal financial situations, since buying a house is a large investment.

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Sara Grillo

MARCH 16, 2024

We are limiting the number of spots intentionally to allow for more peer-to-peer interaction and practical, hands-on learning. pricing, technology, compliance) as they build their transparent advice businesses.” It was great connecting with like-minded advisors at Immersion 2024. Tickets will be available on July 15th, 2024.

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Carson Wealth

JUNE 3, 2024

in 2024 (including dividends). You can really see that if you look at the narrowing range of categories experiencing high inflation, with noticeable improvement even in 2024 so far. gain, but the numbers will be the same. The picture for April 2024 looks closer to what it looked like in December 2019 than June 2022.

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The Big Picture

JUNE 3, 2024

There are few people who understand both fixed income and equity investment and quantitative strategies to each better than Jeffrey Sherman. With no further ado, my discussion with Jeffrey Sherman, double line’s Deputy Chief Investment Officer. So call me if you have excess savings, forget the investment. So informative.

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