Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Read more : March Madness: Final Four Investing Bracket 2025 Large Cap Region: The Heavyweights Clash This years large-cap region includes some of the markets biggest names.

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Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. That decision is a departure from their announcement at the September meeting to cut rates a full percentage point in 2025. Future cuts will depend on inflation and the strength of the economy as the year goes on.

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Validea

JUNE 3, 2025

Currently, fewer than 70 companies meet this criteria across various sectors of the economy. Investment managers often include these stocks in income-focused portfolios due to their track record of regular payments, though past performance does not guarantee future dividend increases or stock price appreciation.

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Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. 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. on Friday alone. million average per year).

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The Better Letter

MARCH 18, 2025

Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. 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.” It applies to your personal portfolio, too.

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Carson Wealth

DECEMBER 2, 2024

20% Back-To-Back Years Bode Well for 2025 Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains 2025 must be doomed. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025.

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The Big Picture

MARCH 6, 2025

At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. So what specific inflation indicators are you watching closely in 2025?

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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?

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Carson Wealth

JUNE 9, 2025

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets.

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Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. Here’s What the October Payroll Report Really Tells Us About the Economy October payrolls were a big disappointment, with job growth clocking in at just 12,000. range (or even lower) in Q4 2024 and Q1 2025.

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Carson Wealth

DECEMBER 9, 2024

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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Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. Economies and markets fluctuate. What do these mean, and which is a sounder investment strategy? Lets take a poll.

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Carson Wealth

APRIL 21, 2025

As the chart below shows, the S&P 500s advance/decline line has held up well above the early 2025 lows, whereas price for the S&P 500 has broken beneath those levels, suggesting there is potential strength under the surface. We wrote in our 2025 Outlook that elevated interest rates are a risk.

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Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. Heres the thing.

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Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. The post Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025] appeared first on Harness.

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Advisor Perspectives

DECEMBER 19, 2024

In his 2025 investment outlook, Head of U.S. economy and which asset classes he believes will be best positioned under each scenario. Fixed Income Greg Wilensky outlines the most likely scenarios for the U.S.

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The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

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Trade Brains

JUNE 19, 2025

This partnership brings together two of India’s leading “Make in India” champions, Suzlon Group and AMPIN Energy Transition, as they continue to work towards accelerating the country’s shift to a low‐carbon economy by decarbonising DISCOMs. As of May 2025, Suzlon has recorded the highest ever domestic order book of 5.6

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Trade Brains

JUNE 18, 2025

As of 2025, the number of billionaires worldwide has surpassed 3,000 people, with their total net worth more than $16 trillion. Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. But all industries are not fertile soil for generating wealth.

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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. First, what is a concentrated portfolio? Tell us a little bit about that.

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Advisor Perspectives

JUNE 5, 2025

Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.

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Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. Does it mean our entire economy is expected to grow much more quickly?

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Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

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Validea

JUNE 9, 2025

As of June 2025, the S&P 500’s trailing price-to-earnings ratio is hovering around 24x-28x , depending on the source, well above its long-term average of roughly 16x to 18x. Model Stock Portfolios – View real-time portfolios based on individual guru strategies. 5% UAL United Airlines 7.7 4.2 – 0.0% 1% CMCSA Comcast 8.5

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Validea

JUNE 4, 2025

The Industrial Select Sector SPDR ETF (XLI) currently leads all major sector ETFs in year-to-date performance – a sign of investor interest in companies that help build the backbone of the global economy. The Bottom Line The industrial sector may not always be in the spotlight, but in 2025 its earning investor attention for good reason.

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The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

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The Big Picture

SEPTEMBER 11, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Karen Veraa. I think where it gets tricky is that that’s just an average for the bond or for the bond portfolio. So I think we’ll, we will see a lot of money move this fall and into 2025. She is head of iShares U.

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Advisor Perspectives

JANUARY 10, 2025

US equities were up notably in 2024, due to a strong economy, accelerating earnings growth, US election results, and AI/mega-cap strength.

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Carson Wealth

FEBRUARY 4, 2025

On one side are the proponents of trickle-down economics, who believe that keeping taxes low enables the affluent to invest more money in ways that create jobs and grow the economy. million for tax year 2025, but rates for amounts above that threshold range up to 40%. Estate taxes also offer challenges. And, if the U.S.

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Trade Brains

JULY 8, 2024

Despite global economic challenges, India is expected to become the fastest-growing major economy. million tons of total capacity by the end of FY 2027 and for FY 2025, the company expects to add 15 – 17 million tons of new capacity. Come let’s try to understand all about the company.

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Carson Wealth

DECEMBER 16, 2024

Yet, the outlook for 2025 remains uncertain. In fact, the risk is that the Fed falls into the trap of believing that they do have a problem, based on lagged data, and take an extended pause in 2025. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Trade Brains

SEPTEMBER 21, 2024

Reliance Industries – Reliance Jio Reliance Industries telecommunications juggernaut Reliance Jio, is gearing up for a monumental IPO slated for 2025. Jio’s market debut could have far-reaching implications for India’s digital economy and telecom sector, potentially attracting global attention and investment.

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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

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Trade Brains

OCTOBER 22, 2024

Ultratech’s strategic acquisitions and expansions have positioned themselves as a market leader with a diverse portfolio. The company plans to increase its overall capacity to 160 MTPA by 2025 through various strategic initiatives, including acquisitions and greenfield projects. 8,311 crore which is a down from Rs.

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Trade Brains

OCTOBER 14, 2024

Consolidation within the sector may lead to stronger, more competitive firms with improved economies of scale due to increasing capacity. The country’s specialty chemicals market is expected to grow at a CAGR of 10-12% between 2020 and 2025. of global chemical sales. How can this Industry benefit from these changes?

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The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Like employment is really pretty full right now and the economy is kind of humming along.

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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.

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