Carson Wealth

JUNE 20, 2023

Fast forward three months: The economy has weathered the banking crisis, even as core inflation (excluding food and energy) remains elevated, and the Fed believes rates should end the year higher. The higher projection makes sense within the context of the current economic strength. This is where things got interesting.

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

DECEMBER 4, 2023

The Door Is Open for Fed Cuts All year we believed the Federal Reserve was unlikely to cut rates in 2023, and we positioned our portfolios accordingly — overweighting cash over longer-term bonds. Core PCE, which excludes food and energy, has run at a 2.4% annualized pace over the last three months and 2.5% over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

SEPTEMBER 18, 2023

Headline inflation was up at an annualized pace of 4% over the past three months, but core inflation, which excludes food and energy, is running at 2.4%. Fed members will want to preserve some optionality in case stronger economic growth results in more inflationary pressure and they have to raise rates again.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. has now raced ahead of other developed markets in economic growth since the pandemic.

Marketing 96

Marketing Marketing Economy Investing 96

Validea

MARCH 30, 2024

Cyclicals – Companies whose business follows the economic cycle 5. Axos Financial (AX): Axos is a diversified financial services company providing banking, lending and investment services. As a non-financial company, it also boasts a low debt/equity ratio of 0.04%. ” EPS has grown at a 18.7%

Investing 52

Investing Investments Insurance Assets 52

Carson Wealth

NOVEMBER 20, 2023

The Federal Reserve prefers to look at inflation stripped of food and energy, since these are volatile. Inflation Picture Improves Across Three Key Areas Prices for core goods, excluding food and energy , have fallen for five consecutive months and are down almost 1% over the last six months (annualized). Core inflation rose just 0.2%

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. These Companies have been in the markets for decades together.

Healthcare 59

Healthcare Banking Communication Government 59

Carson Wealth

FEBRUARY 20, 2024

Core CPI, excluding volatile food and energy components, rose 0.4%, above expectations for a 0.3% We’ve made a lot of progress, without a slowdown in economic growth or an increase in unemployment. A diversified portfolio does not assure a profit or protect against loss in a declining market. Headline CPI rose 0.3%

Marketing 96

Marketing Marketing Economy Medicine 96

Trade Brains

APRIL 23, 2023

USL has a large portfolio of almost 80 brands including McDowell’s No.1, In addition to mobile network services, it is also a preferred choice of ICT, broadband, and DTH services. Lately, it has also forayed into financial services setting up Airtel Payments Bank and offering credit cards. Consumer Food 61014.19

Pharmaceutical 102

Pharmaceutical Banking Insurance Distribution 102

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. The good news is there is a measure of economic growth that excludes this volatility, which is shown in the last lines of the previous table.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

JULY 31, 2023

Economic growth accelerated over the past year, defying tight policy and expectations. Events have unfolded as expected, and if anything, the economic environment looks even better now. (We Core inflation, excluding food and energy, remains elevated, although it has seen a downshift recently. 5.50% range.

Economy 52

Economy Marketing Marketing Compliance 52

Carson Wealth

MAY 8, 2023

The federal funds rate is now in the 5-5.25% range, which was the highest point it reached during the mid-2000s economic expansion. Even better news — income growth is running above inflation, which is up about 5% over the past year — and energy and food prices continue to fall. In summary, there’s no sign of a slowdown yet.

Marketing 52

Marketing Marketing Economy Banking 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

Management 52

Management Investing Investments Valuation 52

Carson Wealth

MARCH 18, 2024

The good news is that the contribution from food prices (bright red bar) has also shrunk significantly. Really Good News: Food Price Inflation Is Easing Easing food price inflation was underreported amidst all the negative headlines about CPI data. First, easing food inflation is a big boost to household wallets.

Food 97

Food Marketing Marketing Economy 97

Trade Brains

AUGUST 20, 2022

14 Bharti Airtel Telecom Services 2.62%. 26 Nestle Packaged Foods 1.07%. FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%. 6 Tata Consultancy Services Ltd. FINANCIAL SERVICES 3.53%. 11 State Bank Of India FINANCIAL SERVICES 2.58%.

Marketing 98

Marketing Marketing Financial Services Healthcare 98

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

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

Carson Wealth

MAY 6, 2024

So, it is likely that markets will continue to focus on the economic resilience and business resourcefulness that have been clearly demonstrated. Core inflation, which strips out volatile food and energy components, has been going the wrong way. 3% since December.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Retail sales and food services rose 0.7%

Marketing 52

Marketing Marketing Economy Retail 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. BITTERLY MICHELL: The food, we could talk about the food for a long period of time. I’m talking about diversified financial services. RITHOLTZ: Fun town.

Clients 286

Clients Wealth Management Investing Investments 286

Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents. He thinks they will be more right than wrong.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents. He thinks they will be more right than wrong.

Insurance 52

Insurance Investing Investments Management 52

Trade Brains

JULY 24, 2022

Therefore, the Indian government has brought about economic reforms. The Indian fertilizer industry has been able to provide enhanced food security to the country due to subsidy eligibility on notified fertilizers. This could pose a potential risk to food security. The demand for fertilizers is increasing. Basic Chemicals.

Manufacturing 52

Manufacturing Food Government Retail 52

Carson Wealth

JUNE 26, 2023

It doesn’t appear we are late in the economic cycle nor on the precipice of a recession (within the next 4-6 months). If anything, the current dynamics are akin to what is typically seen early in an economic expansion, which goes against forecasts that predict an imminent recession. But that’s easing now, and completions are rising.

Marketing 52

Marketing Marketing Economy Numbers 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Management 130

Management Investing Investments Government 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. Think of these guys that we work with as, I don’t know, the biggest franchise owners of, you know, those fast food chains in the space. And that might give me some insight functionally into what I wanted to do next.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. You saw it in the financial services sector.

Assets 152

Assets Investing Investments Valuation 152