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.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

Marketing 89

Marketing Marketing Economy Manufacturing 89

David Nelson

JULY 25, 2022

By David Nelson, CFA CMT Congress is close to passing a $52 Billion subsidy for the Chip industry to on shore semiconductor manufacturing here in the United States. Most have a compliance division to monitor employee trading. It’s morally wrong and Americans should demand an end to it. Just ask Martha Stewart.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

Carson Wealth

AUGUST 21, 2023

The economy has surprised to the upside and stocks had one of their best starts to a year. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Four positive stories on the manufacturing front are tailwinds for the economy.

Marketing 52

Marketing Marketing Economy Retail 52

The Big Picture

DECEMBER 6, 2022

Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 154

Clients Investing Investments Management 154

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? In fact, you had suggested public markets decoupled from the real economy.

Clients 143

Clients Investing Investments Assets 143