Carson Wealth

MAY 1, 2023

Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. Don’t Be Fooled by Headline GDP The Bureau of Economic Analysis reported that the U.S. Here’s how the various components contributed to the headline number in the fourth quarter of 2022 and the first quarter of 2023.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

NOVEMBER 20, 2023

Also, the number of NYSE stocks on the rise surged, which is exactly what was needed for the next phase of this bull market to continue. The Federal Reserve prefers to look at inflation stripped of food and energy, since these are volatile. Core inflation rose just 0.2% in October, translating to a 2.8% annualized pace.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

AUGUST 14, 2023

Disinflation is Happening, and There’s More to Come Inflation has been top of mind for investors over the past 18 months, both from an economic and monetary policy perspective. So, the latest release of the consumer price index (CPI), which tracks a basket of goods and services purchased by households, looms large every month.

Marketing 52

Marketing Marketing Food Compliance 52

Trade Brains

SEPTEMBER 27, 2023

They would have survived any economic adversity affecting their business, managing to stay profitable. This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Max reported FY23 numbers of Rs. Market Cap (Cr.) 54102 EPS 12.05

Healthcare 59

Healthcare Banking Communication Government 59

Carson Wealth

MAY 8, 2023

Let’s get to the numbers. Payroll numbers in February and March were less than what was originally reported, as they were revised down by 149,000. A Historically Strong Labor Market Any skepticism of the job creation numbers washes away with the unemployment rate, which fell to 3.4%. That’s the lowest level since 1969!

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

MARCH 18, 2024

LET’S TALK ABOUT BREADTH Increasingly, the market’s strength includes more than a small number of stocks. However, we saw it differently after taking a closer look at the numbers. The good news is that the contribution from food prices (bright red bar) has also shrunk significantly. Headline CPI inflation did rise 0.4%

Food 97

Food Marketing Marketing Economy 97

The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking 141

Banking Economics Economy Business Planning 141

Brown Advisory

AUGUST 1, 2018

From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Just to be clear, this is not a sudden or abrupt shift in our thinking. In the U.S.,

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Just to be clear, this is not a sudden or abrupt shift in our thinking. Incremental Equity Risks.

Management 52

Management Investing Investments Valuation 52

Trade Brains

AUGUST 20, 2022

14 Bharti Airtel Telecom Services 2.62%. 26 Nestle Packaged Foods 1.07%. The NSE remained the world’s largest derivatives exchange for the second consecutive year in 2020 in terms of the number of contracts traded. FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%.

Marketing 98

Marketing Marketing Financial Services Healthcare 98

Carson Wealth

MAY 6, 2024

Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. Core inflation, which strips out volatile food and energy components, has been going the wrong way.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Consumer services and government spending are likely to remain strong contributors to growth in the final quarter of the year. Keep in mind the trajectory of economic growth was not a given, considering the scale of the shocks.

Marketing 96

Marketing Marketing Economy Government 96

Brown Advisory

JULY 23, 2019

Buffett places a very high value on this float but won’t give a number. Berkshire’s float has taken a long time to develop and has only happened because of extraordinary people running its various insurance businesses and its financial strength. S&P® and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Buffett places a very high value on this float but won’t give a number. Berkshire’s float has taken a long time to develop and has only happened because of extraordinary people running its various insurance businesses and its financial strength. S&P® and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I’m talking about diversified financial services.

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Clients Wealth Management Investing Investments 286

Carson Wealth

JUNE 26, 2023

The number of permits reflects new housing units and is a leading indicator of future supply. These numbers are typical of an economy emerging from a recession. It doesn’t appear we are late in the economic cycle nor on the precipice of a recession (within the next 4-6 months). Single-family starts surged 19% in May.

Marketing 52

Marketing Marketing Economy Numbers 52

The Big Picture

AUGUST 15, 2023

RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

The Better Letter

FEBRUARY 2, 2023

.” The opening section is headlined as “Doomsday,” with later sections covering such uplifting topics as “Heat Death,” “The End of Food,” “Climate Plagues,” “Unbreathable Air,” “Perpetual War,” “Permanent Economic Collapse,” and “Poisoned Oceans.”

Food 72

Food Investing Investments Electronics 72

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. So what do our experiences, post-financial crisis, post-COVID, tell us about the need for balance between monetary and fiscal stimulus? RITHOLTZ: Right.

Banking 141

Banking Assets Investing Investments 141

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And I realized I have his home number. And at the same time, the dot com bubble collapsed.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

APRIL 18, 2023

You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. You see these things before they start to show up in the economic data. So we share themes and we share these economic signals. You know, economically, that’s a big thing. These are physical assets.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. RITHOLTZ: Really?

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 141

Economics Economy Marketing Marketing 141