Carson Wealth

JUNE 9, 2025

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. The index started with just 12 companies, representing major segments of the economy at the time, like leather, steel, and sugar.

Economics 69

Economics Marketing Marketing Economy 69

Trade Brains

JUNE 18, 2025

Manufacturing & Industrial Goods Underestimated at the expense of flashier industries, manufacturing is a low-key powerhouse. Especially in rapidly expanding economies, industrialists and factory owners have created dynasties by ramping up production, streamlining supply chains, and shipping abroad.

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

Yardley Wealth Management

JULY 9, 2025

1 Originally composed of 12 companies, the DJIA looked to reflect the major sectors of the late 19th-century American economy. economy at the turn of the last century. economy and stock market over time. economy dominated by manufacturing and heavy industry to one more diversified into services and technology.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

Management 130

Management Assets Portfolio Insurance 130

Carson Wealth

MAY 27, 2025

Declines were primarily caused by a fresh round of tariff threats, including 50% on the European Union (delayed over the weekend to July 9) and 25% on iPhones manufactured outside of the United States (Apple was down 9.6% The S&P 500 fell 2.6% for the week).

Marketing 75

Marketing Marketing Portfolio Risk Tolerance 75

Trade Brains

JULY 10, 2025

However, manufacturing is their core business. Wilton’s journey, sparked by a TikTok tip, reveals this hidden economy. . “Their client list is actually mostly Web2,” Wilton revealed. K-pop labels rent it to inflate views. Casinos use it to fake competition, tricking real players into losing. They buy broken phones cheaply.

Distribution 84

Distribution Ethics Accounting Clients 84

Carson Wealth

APRIL 4, 2025

But how do you do that without completely retooling your economy towards consumption instead of manufacturing? On one hand, the goal is to bring back manufacturing to the US. Theres also the problem of stranded assets for US companies. Youd have to promise that the bilateral trade surplus with the US will fall to zero.

Manufacturing 106

Manufacturing Portfolio Assets Economy 106

Carson Wealth

APRIL 7, 2025

Howard Marks, Founder of Oaktree Capital, said it best in a Bloomberg interview on Friday, The world economy and the world order beyond the economy meaning geopolitics and international relationships has been shook up like a snow globe by the events of the last days, and nobody knows what it’s going to look like.

Marketing 95

Marketing Marketing Investing Investments 95

WiserAdvisor

JUNE 11, 2025

An advisor can help you adjust your asset allocation within your 401(k). If trade tensions escalate, certain sectors, like manufacturing, automotive, and technology, may experience downturns. Another vital step is reassessing your asset allocation. Keeping a mix of growth and income-generating investments can be suitable.

Budgeting 59

Budgeting Retirement Asset Allocation Accounting 59

Carson Wealth

FEBRUARY 3, 2025

This is going to have an adverse impact on rate-sensitive sectors of the economy, like housing and business investment (outside of AI-driven capex, where other factors like the fear of being left behind will drive more investment). We wrote about this in our 2025 Outlook , when discussing potential threats to the economy.

Marketing 75

Marketing Marketing Economy Investments 75

Carson Wealth

MARCH 7, 2025

But now what is the big questionfor policy, the economy, and obviously, markets. China is also unlikely to take concrete measures to reduce its reliance on manufacturing and exports. Even if we get a roll back of tariffs, the threat is going to loom over the global economy. Ok, tariffs happened. for inflation.

Economy 87

Economy Marketing Marketing Taxes 87

Carson Wealth

JUNE 16, 2025

Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. Even from a market perspective, that doesn’t mean you should ignore these events, as they can cause a lot of volatility in markets, and even the economy. The economy is not as strong as it was a year ago, or even two years ago.

Marketing 69

Marketing Marketing Economy Portfolio 69

The Big Picture

MAY 20, 2025

Tell us a little bit about the impact of that on running an asset management business. At the other end of the spectrum would be things like manufacturing, transportation, utilities. So you think of old economy stocks and new economy stocks is another way to think about ’em. How you develop a compensation structure?

Management 130

Management Numbers Transportation Accounting 130

The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. White paper was about asset backed finance.

Economy 255

Economy Banking Economics Taxes 255

The Big Picture

MARCH 17, 2025

It’ll reduce new company formation, it’ll make us borrowing costs skyrocket, it’ll devalue the US dollar, it’s gonna cause rampant inflation and it will act as a drag on the overall economy. And their economy seems to be doing just fine. None of these things have happened. Deficits for what, right?

Economy 146

Economy Taxes Budgeting Government 146

Carson Wealth

JUNE 16, 2025

Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. Even from a market perspective, that doesn’t mean you should ignore these events, as they can cause a lot of volatility in markets, and even the economy. The economy is not as strong as it was a year ago, or even two years ago.

Marketing 72

Marketing Marketing Economy Portfolio 72

The Big Picture

JUNE 16, 2025

Let me start managing assets. So when you started looking at investing and bringing a scientific rigor to the process, you created your own set of asset class databases. He was one of the early people who developed, here’s what financial asset management marketing should look like. That’s kind of unusual to say.

Math 130

Math Numbers Investments Investing 130

Carson Wealth

APRIL 28, 2025

But what if demand craters across the economy and you’re stuck with goods you can’t sell? Congress also provides a cushion for the economy by raising deficits even further via tax cuts. Still, the economy chugs along around 1-2% real GDP growth. Do you keep hiring? Do you let people go to raise cashflow?

Marketing 78

Marketing Marketing Economy Manufacturing 78

Carson Wealth

FEBRUARY 6, 2025

Trade makes up ~ 70% of both economies GDP. Whereas exports are not a significant piece of the US economy. Tariffs Are Likely to Hurt US Manufacturers Ultimately, the 2018 19 trade war hurt US manufacturers. Deficits provided a big boost to the economy in 2018 19, despite the trade war. Real GDP grew 2.7%

Taxes 64

Taxes Manufacturing Economy Government 64

Abnormal Returns

FEBRUARY 3, 2025

on.spdji.com) Major asset class performance for January 2025. coldeye.earth) Economy Where the economy stands going into Trump 2.0. ritholtz.com) The January ISM Manufacturing report showed strong growth. January 2025 The S&P 500 returned 2.78% in January 2025. reuters.com) Energy Why the U.S. needs Canadian oil.

Government 147

Government Economy Manufacturing Media 147

Abnormal Returns

FEBRUARY 5, 2025

pionline.com) Fund management Vanguard fee cuts put additional pressure on traditional asset managers. washingtonpost.com) Economy Heavy truck sales rose in January 2025. calculatedriskblog.com) The combined ISM manufacturing and services reports shows continued slow growth. riabiz.com) No wonder Scott Bessent wanted a new job.

Manufacturing 147

Manufacturing Media Planning Economy 147

The Better Letter

JANUARY 10, 2025

The broader economy matters. America is no longer the manufacturing power it used to be. housing stock is roughly $50 trillion (with a “t”), if Jacobin were correct, Blackstone would own housing assets worth about $17 trillion. We’ll see what 2030 and beyond bring. Here are ten to start. Often a lot.

Numbers 97

Numbers Retail Pharmaceutical Government 97

The Big Picture

JUNE 2, 2025

And all anybody did was complain about, or at least a lot of market participants complained about the Fed, complained about deficits, complained about the economy each the single best decade and a half in modern era for asset prices. And we take that very seriously. And that just is what it is. wage growth, sort of moderate.

Economy 130

Economy Economics Numbers Banking 130

Abnormal Returns

MAY 15, 2025

citywire.com) JPMorgan Private Markets Fund has surpassed $1 billion in assets from individuals. kyla.substack.com) Three reasons why tariffs aren't going to reproduce manufacturing jobs. wapo.st) Economy Still no pick up in weekly initial unemployment claims. wsj.com) Poland Poland is a low-key stock market winner.

Retirement Planning 162

Retirement Planning Retirement Manufacturing Media 162

Abnormal Returns

APRIL 1, 2025

on.spdji.com) How major asset classes performed in March 2025. capitalspectator.com) The asset asset quilt updated for Q1 performance. investmentnews.com) How one asset manager is implementing AI throughout the organization. propublica.org) Economy The March Manufacturing PMI showed contraction.

Economics 147

Economics Assets Manufacturing Government 147

Abnormal Returns

MAY 1, 2025

on.spdji.com) How major asset classes performed in April 2025. surfacearea.beehiiv.com) Fund management Asset managers can't resist offering private assets to individual investors. theatlantic.com) Economy Keep an eye on the labor market for signs of a recession. April 2025 The S&P 500 returned -0.68% in April 2025.

Engineering 147

Engineering Assets Financial Advisor Manufacturing 147

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 March 2025, global installations of Suzlon‐manufactured wind turbine generators stood at 21.1

Manufacturing 59

Manufacturing Commission Portfolio Investment Advisor 59

The Big Picture

FEBRUARY 17, 2025

And to round out your background, you spend time at Alliance Bernstein, JP Morgan Asset Management and Morgan Stanley. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. So to me that was the definition of uncorrelated asset.

Investing 146

Investing Investments Economics Marketing 146

Trade Brains

JUNE 9, 2025

The plastic products sector is a cornerstone of the global economy, valued at approximately USD 678.6 This improvement will be driven by effective cost control, asset monetisation, and enhanced working capital management, supporting stronger financial efficiency and returns over the medium term.

Manufacturing 59

Manufacturing Taxes Investment Advisor Investments 59

Abnormal Returns

APRIL 1, 2024

Markets How major asset classes performed in March 2024. ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data. ft.com) Some positive news on the manufacturing front. mrzepczynski.blogspot.com) Strategy Why U.S.

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Abnormal Returns

SEPTEMBER 5, 2024

sportico.com) Manufacturing The U.S. industrial economy looks different than it did four years ago. noahpinion.blog) How the manufacturing construction boom is playing out across the country. apricitas.io) Economy Weekly initial unemployment claims ticked lower. bonddad.blogspot.com) Has gasoline demand in the U.S.

Financial Advising 274

Financial Advising Manufacturing Economy Marketing 274

Abnormal Returns

MAY 1, 2024

on.spdji.com) How major asset classes performed in April 2024. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago. April 2024 The S&P 500 lost 4.08% in April 2024.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. ft.com) How this manufacturer is making a four-day workweek work. npr.org)

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246

Valuation Economics Economy Marketing 246

The Big Picture

APRIL 21, 2023

Manufacturing firms? If the S&P PMI report proves to be correct (inflation reaccelerating) that is going to be highly problematic for risk assets that have become more comfortable with a “hike to pause” narrative. This is not the same economy as the pre-Covid era. Pushing price. Services firms? Pushing price.

Economy 327

Economy Banking Manufacturing Management 327

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. on.spdji.com) Some of the best charts of 2023. bbc.com) Belarus is complicit in the abduction of Ukrainian children.

Financial Advising 284

Financial Advising Medical Economy Economics 284

Abnormal Returns

AUGUST 1, 2024

July 2024 How major asset classes performed in July 2024. wsj.com) Economy Weekly initial unemployment claims are ticking higher. bonddad.blogspot.com) The July ISM Manufacturing report was soft. capitalspectator.com) The S&P SmallCap 600 was up 10.8% on.spdji.com) Rates The 10-year Treasury has dipped below 4.0%

Financial Advising 275

Financial Advising Media Manufacturing Economy 275