Carson Wealth

APRIL 1, 2024

Over the last six months, the biggest drag continues to be consumer expectations, manufacturing purchasing managers’ expectations of new orders, and the yield curve. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 97

Marketing Marketing Economy Economics 97

Trade Brains

NOVEMBER 15, 2023

The company provides a full variety of financial products and related services for RE projects and other value chain operations such as equipment manufacturing and transmission, from project conceptualization to post-commissioning. What do you think the future holds for the company? Are you applying for the IPO?

Government 59

Government Compliance Commission Banking 59

Carson Wealth

JANUARY 2, 2024

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.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

JULY 10, 2023

includes 20+ components, including consumer-related indicators, which make up 50% of the index, housing activity, business and manufacturing activity, as well as sentiment and financial markets data. That’s on the back of declining headwinds from housing (yellow), business/manufacturing activity (green), and financial conditions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

JULY 5, 2023

The resurgence of manufacturing construction in the U.S. Census Bureau collects data on manufacturers’ shipments and new orders for durable goods — big ticket items such as transportation equipment, including vehicles and aircrafts, machinery, computers and electronic products, electrical equipment and appliances, etc.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Carson Wealth

SEPTEMBER 5, 2023

Within the payroll data were encouraging signs, including the fact that cyclical sectors such as construction and manufacturing added 38,000 jobs in August. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 89

Marketing Marketing Economy Compliance 89

Carson Wealth

JANUARY 29, 2024

We will discuss the economic data in more detail below, but broadly, the data shows improvements in manufacturing, housing, services, and inflation as well as healthy employment and a strong consumer. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

NOVEMBER 6, 2023

But here’s some perspective on those numbers: Job growth was impacted by the United Auto Workers strike, which pulled manufacturing employment down by 33,000, and those jobs will return next month. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

JULY 17, 2023

Even though inflation has come back quickly (more on that below), wages growing faster than inflation, small business sentiment is improving, consumer sentiment is improving, housing bottoming, manufacturing bottoming, and a consumer that is incredibly resilient, there is still plenty of worry to go around.

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

FEBRUARY 26, 2024

IBM, a still-formidable company but not included among the so-called Magnificent Seven of tech-oriented giants, manufactured 70% of the world’s computers in the 1960s and became the largest company by market cap by 1966, holding onto the position until the late 1970s.

Marketing 96

Marketing Marketing Valuation Economy 96

Trade Brains

FEBRUARY 28, 2024

The Company has been investing in the creation of a responsible AI that emphasizes responsibility, security, and compliance. These are Hi-Tech and Manufacturing , Banking , Financial Services and Insurance , and Consumer Services. of the revenue, followed by South Africa which brings in 11.2%.

Engineering 100

Engineering Government B2B Clients 100

Carson Wealth

APRIL 10, 2023

Services, manufacturing, and job openings all were weak, but the monthly jobs data (more below) was a bright spot. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

MARCH 27, 2023

Housing data is rallying, manufacturing is showing signs of a low, and the consumer is demonstrating incredible resilience. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Still, economic data is improving.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

AUGUST 7, 2023

The cyclical areas, especially construction, manufacturing, and leisure and hospitality, remain on the softer side, with job growth totaling to 34,000. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Government Economy 52

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Carson Wealth

APRIL 3, 2023

There are positives, including a Fed that may be done with rate hikes, lower inflation, a rebound in manufacturing, and a strong labor market. companies are re-shoring a record number of manufacturing jobs. Manufacturing construction, particularly in the computers and electronics industry, is booming as U.S.

Manufacturing 52

Manufacturing Marketing Marketing Electronics 52

Carson Wealth

JUNE 12, 2023

This popular LEI is premised on the manufacturing sector and business activity/sentiment being leading indicators of the economy. It contains 10 major components, with more than half geared toward the manufacturing sector. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

FEBRUARY 5, 2024

Anything else that is trending higher, be it housing or even manufacturing, is all icing on the cake. The manufacturing sector, which some surveys show is supposedly in a recession, created 23,000 jobs in January. I’m going to go out on a limb and say that manufacturing is not in a recession!

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

MARCH 25, 2024

In short, housing is likely to add to GDP growth this year. Similarly, a pullback in rates will likely boost the manufacturing sector, as businesses start to invest more in equipment and machinery. Parts of the manufacturing sector, especially defense and hi-tech equipment, are already running strong.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

AUGUST 21, 2023

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. Inflation was up just 1.9%

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

JULY 24, 2023

Combined with the boom in manufacturing construction, it’s not surprising that construction payrolls have increased by 88,000 this year and are about 339,000 above pre-pandemic levels. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

JUNE 26, 2023

Stack the housing turnaround, lower core inflation, and a potential end to the rate hike cycle on top of the following: continued strength in consumption; growing incomes as energy and food prices fall; easing supply chain bottlenecks; and pickup in manufacturing, especially for the auto sector.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

MAY 22, 2023

Manufacturing, especially vehicle production, is turning around. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Clients 141

Clients Investing Investments Assets 141

Carson Wealth

MAY 30, 2023

Today, the world continues to face challenges: the war in Ukraine, generational inflation, an extremely aggressive Fed, an earnings recession, a likely recession in housing and manufacturing, which are quickly recovering, and more. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Budgeting Government 52

Carson Wealth

APRIL 22, 2024

Strong industrial production data and a pickup in manufacturing survey sentiment. Portfolio Positioning These three themes: economic growth driven by stronger productivity, higher interest rates amid a strong economy, and fiscal deficits, are all related to profit growth. Strong consumer spending data, including March retail sales.

Marketing 96

Marketing Marketing Economy Government 96