Carson Wealth

APRIL 28, 2025

But what if demand craters across the economy and you’re stuck with goods you can’t sell? At the end of 2025, the forward 12-month EPS will actually be the 2026 EPS estimate, and so it makes sense to focus on that instead of 2025 EPS (the assumption is that markets are forward looking). Do you keep hiring?

Marketing 78

Marketing Marketing Economy Manufacturing 78

Carson Wealth

JUNE 17, 2024

And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.

Marketing 86

Marketing Marketing Valuation Economy 86

Trade Brains

SEPTEMBER 6, 2024

RIL now dominates diverse sectors including energy, petrochemicals, retail, telecommunications, and digital services, cementing its position as a cornerstone of the Indian economy. This follows the significant value unlocking through Jio Financial Services’ demerger. AGM 2024 Takeaways 1. billion) in annual revenue.

Planning 52

Planning Retail Economics Economy 52

Carson Wealth

FEBRUARY 18, 2025

We also calculated 1-year/1-year forward inflation expectations, which is inflation expected in the second year from now (roughly 2026). It doesnt mean the economy will go into a recession we still believe underlying strengths will overcome some of these headwinds. Thats risen to 2.7%, the highest since November 2022.

Marketing 110

Marketing Marketing Economy Compliance 110

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. Real GDP grew 2.7% trend growth.

Marketing 69

Marketing Marketing Taxes Economy 69

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. However, if inflation surges because of tariffs, the Fed may put interest rate normalization on hold, creating an additional headwind for the economy and markets.

Marketing 96

Marketing Marketing Taxes Economy 96

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.

Marketing 142

Marketing Marketing Taxes Economy 142

The Big Picture

JULY 8, 2025

Bachelor’s in political and social thought from the University of Virginia, a Master’s in Political Economy from University of Chicago. But so where did this political and social thought and political economy stuff come from? So I applied to PhD programs and I went to University of Chicago for political economy.

Investing 26

Investing Investments Numbers Assets 26

Carson Wealth

MAY 12, 2025

The Fed still rates the economy as healthy, albeit with downbeat sentiment amongst consumers and businesses. Historically, a fed funds rate sitting well above the pace of wages has constricted the economy and ultimately these situations ended up in recessions. That would be a relatively quick pace of cuts of about 1.5%-points

Marketing 69

Marketing Marketing Economy Investing 69

Carson Wealth

MARCH 31, 2025

Whatever you think of Joe Bidens capacity to lead, the Biden administration was the steward during one of the best economies since Bill Clinton, although thats far from saying they were responsible for it. But again thats unlikely to matter a lot compared to the scale of the entire economy. Bush (1.9%). On to the topic at hand.

Marketing 86

Marketing Marketing Economy Government 86