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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

Our LEI places less emphasis on manufacturing and business sentiment and more on consumer spending, which makes up roughly two-thirds of the economy, than some widely followed LEIs. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

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Market Commentary: Top Charts From 2023 Set the Scene For 2024

Carson Wealth

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

Consequently, the correlations between our financial investments are low (aside from Mastercard and Visa) and this sector doesn’t show up as an outlier risk – notably it is well below our 5% “watch closely” level. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

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Market Commentary: Weak Seasonality Still in Play

Carson Wealth

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. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Transcript: David Layton

The Big Picture

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. You know, when I was a kid, my dad ran a manufacturing facility, and I remember being with him on the floor, you know, at the manager’s window or whatever, and him walked around that floor.

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