Carson Wealth

SEPTEMBER 18, 2023

Housing makes up 40% of core inflation, and the August numbers showed the official data is catching up to private rental data, albeit slowly. Retail sales have now increased at an annualized pace of 5% over the past three months, while manufacturing activity is also showing an uptick despite negative sentiment. That slowed to a 5.5-7%

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

FEBRUARY 26, 2024

Another data point from the recent GFS caught our attention: The number of managers looking for ‘no landing’ is rising. NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101. billion versus $6.2

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

MARCH 27, 2023

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

AUGUST 7, 2023

Some may view the lower-than-expected jobs numbers as heralding a recession, but more likely they are signs of economic normalization not weakness. The cyclical areas, especially construction, manufacturing, and leisure and hospitality, remain on the softer side, with job growth totaling to 34,000. annual pace.

Marketing 52

Marketing Marketing Government Economy 52

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. average, not bad, not bad.

Marketing 98

Marketing Marketing Food Compliance 98

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

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. ” Who are the number one users of TurboTax?

Management 213

Management Investing Investments Assets 213

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. Numbers may not total due to rounding. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

SEPTEMBER 20, 2017

Another is Catalent (CTLT), which is an outsourced manufacturer of pharmaceutical dosage forms with a solid reputation. But what we liked most about Catalent was a rapidly growing biologics manufacturing business we found buried in one of its reported segments. That’s attractive in and of itself.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Another is Catalent (CTLT), which is an outsourced manufacturer of pharmaceutical dosage forms with a solid reputation. But what we liked most about Catalent was a rapidly growing biologics manufacturing business we found buried in one of its reported segments. That’s attractive in and of itself.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Calculated Risk

JUNE 17, 2023

Any number above 50 indicates that more builders view sales conditions as good than poor. -- Tuesday, June 20th -- 8:30 AM ET: Housing Starts for May. Senate Committee on Banking, Housing, and Urban Affairs 11:00 AM: the Kansas City Fed manufacturing survey for June. -- Friday, June 23rd -- No major economic releases scheduled.

Sales 52

Sales Financial Services Manufacturing Economics 52

Carson Wealth

MARCH 25, 2024

If tech is removed from the equation, those numbers are estimated to drop approximately three points, putting stocks right in line with historical averages. One reason many claim the stock market is in a bubble is 2023 earnings were barely positive while stocks soared, implying it was all multiple expansion. to 2.1% (real GDP growth).

Marketing 97

Marketing Marketing Economy Manufacturing 97

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

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. Retail sales rebounded in April.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

JULY 18, 2023

When we go back and look at the team that we had assembled in the early 2000s in the Goldman Sachs distressed trading desk, an extraordinary number of those folks went on to become partners and founders of very successful multi-billion dollar asset management firms. WAGNER: You know there are a number of things that occurred.

Investing 130

Investing Investments Assets Insurance 130

Brown Advisory

MARCH 24, 2021

And like gold, Bitcoin is expensive to mine, difficult to value and impractical for everyday economic transactions. Successfully verifying transactions, combined with solving for a 64-digit hexadecimal number (a "hash") in order to produce a new Bitcoin (i.e. Quantity of cryptocurrencies 2013-2021 Source: Statista, CoinMarketCap.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

And like gold, Bitcoin is expensive to mine, difficult to value and impractical for everyday economic transactions. Successfully verifying transactions, combined with solving for a 64-digit hexadecimal number (a "hash") in order to produce a new Bitcoin (i.e. Quantity of cryptocurrencies 2013-2021. Source: Statista, CoinMarketCap.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

JULY 1, 2016

Instead, we’re looking 10, 20 or 30 years ahead—a long enough horizon to smooth out short-term fluctuations resulting from variables such as economic cycles, changes in interest rates and geopolitical events. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Instead, we’re looking 10, 20 or 30 years ahead—a long enough horizon to smooth out short-term fluctuations resulting from variables such as economic cycles, changes in interest rates and geopolitical events. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

APRIL 18, 2023

BARATTA: — manufacturing those facilities. 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. That is part of the energy transition.

Assets 152

Assets Investing Investments Valuation 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

Brown Advisory

FEBRUARY 7, 2017

In the first instance, the markets apparently concluded that Britain’s exit from the European Union would not have a material negative impact on economic growth after all. Some argue that the balance of trade will swing in our favor, with a positive impact on manufacturing, while others point to the negative effect on U.S.

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

In the first instance, the markets apparently concluded that Britain’s exit from the European Union would not have a material negative impact on economic growth after all. Some argue that the balance of trade will swing in our favor, with a positive impact on manufacturing, while others point to the negative effect on U.S.

Investing 52

Investing Investments Management Portfolio 52