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.
Carson Wealth
JANUARY 16, 2024
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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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.
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.
The Big Picture
DECEMBER 6, 2022
But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. We have our portfolio management team, our portfolio administration team, just to make sure in terms of liquidity capacity of the strategy make sense. BERRUGA: Yeah.
Brown Advisory
AUGUST 14, 2023
Our technology investments range from semiconductor design and manufacturing to vertical market software and we believe these have very different long-term economic drivers and ways of capturing value which is precisely what we seek. We are an all-sector, all-country investment strategy. The Verification reports are available upon request.
The Big Picture
FEBRUARY 28, 2023
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. You know, we talked a little bit about our Colorado campus and how we’ve created a field. RITHOLTZ: Really interesting.
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