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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 175
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Thursday links: analysts and accountants

Abnormal Returns

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. No matter their manufacturer, nearly all future EVs in America will rely on Tesla." klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% seeitmarket.com) There's no return without risk.

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Wednesday links: an awesome product

Abnormal Returns

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing.

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Tuesday links: detrimental behavior

Abnormal Returns

investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. avc.com) SpaceX is raising new capital at a $137 billion valuation. (axios.com) U.S. in 2022 vs. 2021.

Startup 187
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Longform links: inspiring trust

Abnormal Returns

Cea, co-author of "Beloved Economies: Transforming How We Work." thehustle.co) Modern semiconductor manufacturing is a miracle. bloomberg.com) Drug cartels are increasingly using chemicals, not plants, to manufacture drugs. theatlantic.com) In a bull market, no one argues about the valuation of private assets.

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Facts Vs Feelings Take 5 – Why This Isn’t a Bubble

Carson Wealth

Highlights include: Valuations are high due to increased profitability The economy is strong because the labor market is strong Residential and manufacturing construction are up Earnings for the S&P 500 this year are expected to grow 13% Looking for more investment insights and market analysis?

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. We continue to favor the U.S.,