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Monday links: riding out bear markets

Abnormal Returns

ft.com) Don't discount Apple's ($AAPL) push into financial services. forbes.com) Economy The American consumer is getting more cautious. manufacturingdive.com) A case study in how influencers can drive sales of a product, i.e. Goli Apple Cider Vinegar Gummies. thereformedbroker.com) Income tax withholdings are in decline.

Marketing 230
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Sunday links: fast pivots

Abnormal Returns

wsj.com) Apple ($AAPL) is playing the long game in financial services. washingtonpost.com) Economy American consumer behavior is normalizing. tker.co) The mix of light vehicle sales keeps shifting toward pickups and SUVs. (awealthofcommonsense.com) Every investment plan needs some room for error.

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Market Commentary: Another October Low Forming?

Carson Wealth

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. The September retail and food services sales data underlined the economy’s momentum.

Marketing 143
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Does the ISM Services Index Really Reflect the Real World?

Mish Talk

Supplier Deliveries is the only ISM ® Report On Business ® index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.) “The Huge PMI Divergences If you want to believe the economy is rip roaring, then you believe ISM. percent, 2.4

Economy 190
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Market Commentary: Reasons To Be Thankful

Carson Wealth

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Stocks rallied again last week and are now up four weeks in a row.

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Market Commentary: More Seasonal Choppiness

Carson Wealth

At the same time, we do not expect Fed members to even hint that they’re thinking about cutting rates any time soon, especially since the economy continues to show strength, as evidenced by relatively strong retail sales and industrial production data last week. This newsletter was written and produced by CWM, LLC.

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Market Commentary: Stocks and Bonds Rally as Fed Recognizes Progress on Inflation

Carson Wealth

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates.