Carson Wealth

AUGUST 4, 2025

No, we don’t suggest ever investing purely based on seasonality, but it is important to have a plan and we’d say planning for some August turbulence is the way to go. The Economy Is Currently Being Held Up By AI This was a big week if you wanted to get a picture of the economy, inflation, and even policy (both monetary and tariffs).

Marketing

The Big Picture

JULY 28, 2025

What was the original career plan? I imagine anybody who was in undergraduate or graduate or even just starting to work into oh 8, 0 9, you really don’t understand how unusual and the force of that debacle across the entire economy. I think it’s a very strong economy. And I will say we’ve not bought into that.

Economy

The Big Picture

MAY 20, 2025

What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. It was 150% of our net worth.

Management

WiserAdvisor

JUNE 11, 2025

A personalized retirement plan can help account for inflation, market volatility, and your shorter time horizon. You must make room in your budget for these rising costs to keep your retirement planning on track. If trade tensions escalate, certain sectors, like manufacturing, automotive, and technology, may experience downturns.

Budgeting

Trade Brains

JULY 10, 2025

She called it creating “tailor-made trade plans.” ” Trump insists that the goal remains to revitalize US manufacturing. Markets clearly see the tariffs harming Japan’s export-reliant economy. Trump unilaterally set these rates himself. White House Press Secretary Karoline Leavitt defended this.

Transportation

The Big Picture

APRIL 29, 2025

And we, we planned what was gonna happen the next morning. Like, I know they want everybody in the room when you’re planning, but no, no, this is good news. Again, we, we watch pension plans, you know, adjust their, their asset allocations. You’re getting a promotion, get down here. It’s important.

Management

Carson Wealth

MARCH 7, 2025

But now what is the big questionfor policy, the economy, and obviously, markets. President Trump has plenty more planned. They plan to extend that list to $85 billion of goods over the next few weeks. China is also unlikely to take concrete measures to reduce its reliance on manufacturing and exports.

Economy

Investing Caffeine

APRIL 1, 2025

This is when the president and the White House officially announce global reciprocal tariffs on foreign countries in an attempt to reverse the nations large trade deficit ( see chart below ) and bring manufacturing back to the United States. For instance, a recent survey of 14 economists estimates the economy is growing at a paltry +0.3%

Economy

Investing Caffeine

JUNE 2, 2025

Tariffs and trade have dominated the media headlines since the beginning of the year, creating a volatile rollercoaster ride in the financial markets and broader economy. For example, China historically benefits from low labor costs, making it a global manufacturing hub. and the U.K. was announced earlier this month.

Economics

The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. WA was the career plan, always economics and finance.

Economy

The Big Picture

MARCH 17, 2025

What, what was the original plan Stephanie Kelton : To be a dentist. It’ll reduce new company formation, it’ll make us borrowing costs skyrocket, it’ll devalue the US dollar, it’s gonna cause rampant inflation and it will act as a drag on the overall economy. And their economy seems to be doing just fine.

Economy

Trade Brains

JULY 24, 2025

On the other hand, India is determined to safeguard its rural economy, which supports over 700 million people and around 80 million small dairy farmers. Sona BLW The company runs a manufacturing plant and a warehouse in the United States, along with several production facilities scattered throughout the European Union.

Pharmaceutical

Carson Wealth

APRIL 28, 2025

Simply put, its chaos, and its hard for businesses to plan around any of this. But what if demand craters across the economy and you’re stuck with goods you can’t sell? Congress also provides a cushion for the economy by raising deficits even further via tax cuts. higher on the day. Do you keep hiring?

Marketing

The Big Picture

APRIL 27, 2025

Though the president may have identified real problems, his methods to solve them dont appear to be working, and are unlikely to revive American manufacturing, Griffin told Semafors Gina Chon at the World Economy Summit in Washington, DC. Depreciating the Dollar to Grow the Manufacturing Sector? The firm was founded in 1969.

Manufacturing

Trade Brains

JULY 31, 2025

With favourable governance, an optimal coastal location and an ambitious goal of a $1 trillion economy by 2030 , the state is at the front lines of India’s transformation of infrastructure. With sound growth governance and planning for the future, Gujarat is proudly leading the nation with infrastructure-based development.

Transportation

Carson Wealth

FEBRUARY 6, 2025

Canada will spend about $680 billion on border security, pushing ahead with plans that have been in the works. Trade makes up ~ 70% of both economies GDP. Whereas exports are not a significant piece of the US economy. Tariffs Are Likely to Hurt US Manufacturers Ultimately, the 2018 19 trade war hurt US manufacturers.

Taxes

Abnormal Returns

FEBRUARY 5, 2025

etf.com) Private credit Apollo ($APO) plans to build a marketplace for private credit. bloomberg.com) Pension funds plan to allocate even more to private credit. washingtonpost.com) Economy Heavy truck sales rose in January 2025. (theblock.co) $TRUMP is down 75% from its peak. fastcompany.com) Is Bitcoin really a safe haven?

Manufacturing

Bell Investment Advisors

FEBRUARY 6, 2025

economy, with GDP growing 2.5% One has to sympathize with businesses that proactively moved manufacturing away from China and into countries like Mexico and Canada to avoid the brewing trade tensions between the U.S. Building new manufacturing facilities is not a financially trivial act. economy given its current strength.

Manufacturing

Trade Brains

JULY 7, 2025

With good sales coming from e-commerce and offline retail, boAt is now planning for global expansion and its IPO. Now available in 500+ cities, Swiggy’s AI-enabled operations and customer obsession are helping it define India’s digital consumption economy. boAt – Consumer Electronics (Established 2016).

Startup

Mr. Money Mustache

JUNE 13, 2025

And perhaps most importantly, what would the long-term effects on our economy and stock market be under varying levels of tariffs? And just like most other taxes, the overall effect is to slow the economy and reduce our spending power. But at least domestic auto manufacturers and their employees are happy.

Taxes

The Big Picture

JUNE 2, 2025

What was the original career plan? And all anybody did was complain about, or at least a lot of market participants complained about the Fed, complained about deficits, complained about the economy each the single best decade and a half in modern era for asset prices. 00:01:14 [Speaker Changed] Barry, thanks for having me here.

Economy

Abnormal Returns

MAY 15, 2025

spyglass.org) Alternatives Private equity keeps popping up in retirement plans. rogersplanning.blogspot.com) Retirement plan provider Empower will start including private markets investments in its defined contribution plans. kyla.substack.com) Three reasons why tariffs aren't going to reproduce manufacturing jobs.

Retirement Planning

Trade Brains

AUGUST 6, 2025

The company is planning to make significant investments in its Strategic Business Units (SBUs) and non-metro markets in FY26 to drive future growth. The company has 5 manufacturing plants across India with a total installed capacity of 7.1 As of Q1FY26, the leverage ratio stood at 5.4 times as of Q1FY26. million units annually.

Banking

The Big Picture

JULY 21, 2025

Why it’s so important to put stuff into context that investors can use to focus on not just merely the economic data, but what it means for different sectors of the economy, what it means for different companies. The original plan was actually, you know, maybe to go to law school. I always find Neil fascinating to listen to.

Economics

Abnormal Returns

MARCH 16, 2025

spyglass.org) Amazon ($AMZN) plans to diversify away from Nvidia ($NVDA) chips. ft.com) China has no desire to see manufacturing thrive in India. bloomberg.com) Economy Consumer sentiment is deteriorating. apolloacademy.com) DOGE cuts have yet to really affect the economy.

Economy

Trade Brains

JULY 27, 2025

From manufacturing to software and components, various sectors are poised to benefit from this growth wave. Here are 10 stocks that are well-placed to benefit as the EV market picks up pace Electric Vehicle Manufacturing Tata Motors Ltd Market Cap: ₹2,56,688 crore Current Price: ₹697 ROCE: 20% ROE: 28.1% The company has a 26.7%

Manufacturing

Trade Brains

AUGUST 11, 2025

The shares of the Large-cap company, which specializes in electrical engineering, particularly in the design, manufacturing, and maintenance of a wide range of electrical equipment and systems, have been in focus following the strategic partnership with Flanders Electric Motors Service, LLC. railway sector. With a market capitalization of Rs.

Engineering

Trade Brains

JULY 21, 2025

This move is expected to support the company’s long-term growth plans, promote sustainable practices, and strengthen its commitment to resource optimization and the circular economy. It plans to enter the B2B edible salt market by using waste energy to produce vacuum salt.

B2B

The Big Picture

JULY 19, 2025

economy, between 1999 and 2007, it helped erase nearly a quarter of all U.S. manufacturing jobs. The Next One Will Be Worse. The first time China upended the U.S. New York Times ) see also The Scale of China’s Solar-Power Projects : As the Trump administration’s “Big, Beautiful Bill” eliminates many clean-energy incentives in the U.S.,

Economy

The Big Picture

FEBRUARY 17, 2025

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. Do we invest in emerging market countries because their economies are growing?

Investments

Trade Brains

JULY 7, 2025

Introduction In terms of using a corridor for an access-controlled toll road, the Mumbai-Pune Expressway, which is India’s first six-lane toll road of this sort, is a pertinent and meaningful part of travel between Maharashtra’s two heavyweights of economy, namely Mumbai and Pune. The works include two twin tunnels, 8.9

Electronics

Trade Brains

JULY 17, 2025

Driven by booming e-commerce, rising consumer demand, and innovation in flexible packaging, the industry is expanding at an impressive CAGR of 11%, making it a major contributor to India’s economy. Mold-Tek plans a capex of Rs 140 crore in FY25, above earlier guidance focused on pharma, printing, and paint capacity expansion.

Food

Trade Brains

JULY 27, 2025

Rapid urbanization and improper planning causes water logging problems and inadequate public services. Chennai Metro Population estimate 2025: 12,336,000 Trend of growth: +2.34% per annum The drive of population growth: Automobile manufacturers: has major OEM plants and is referred to as the Detroit of India.

Education

Mish Talk

DECEMBER 1, 2022

Please consider the November 2022 Manufacturing ISM ® Report On Business ® “Manufacturing contracted in November after expanding for 29 straight months. Order backlogs, prices and now lead times are declining rapidly, which should bring buyers and sellers back to the table to refill order books based on 2023 business plans.”

Manufacturing

Abnormal Returns

FEBRUARY 10, 2023

axios.com) Manufacturing employment has stopped going down. collabfund.com) Economy Canada is adding jobs across all sectors. (etf.com) Work The construction industry is facing a secular shortage of workers. washingtonpost.com) High child care costs are preventing some people from returning to work.

Planning

Abnormal Returns

APRIL 8, 2024

production plans. finance.yahoo.com) Global With a rate hike in the books, is Japan's economy finally normalizing? bloomberg.com) Economy The employment economy is humming along. bonddad.blogspot.com) Where the manufacturing economy stands. on.ft.com) European companies are coming around to stock buybacks.

Financial Advising

Abnormal Returns

APRIL 1, 2024

(theverge.com) Generative AI search engine Perplexity is planning to start selling ads. ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data. ft.com) Some positive news on the manufacturing front. adweek.com) Who is liable when AI goes wrong?

Assets