Carson Wealth

JANUARY 6, 2025

Our general view is that lower taxes, deregulation, higher fiscal deficits, and lower interest rates are all policies that tend to have a positive impact on corporate profits, which in turn support stock gains. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 64

Marketing Marketing Economy Economics 64

Yardley Wealth Management

JULY 9, 2025

economy dominated by manufacturing and heavy industry to one more diversified into services and technology. In the past few decades, professional money management firms have created investment solutions that allow investors to buy shares in portfolios that closely mirror the performance of a certain index. That’s where we come in.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. Was were these the right terms, you know, for us as we, as we tried to salvage the portfolio. Jenison launched way back in 1969 as a growth equity shop.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

Management 130

Management Numbers Transportation Accounting 130

Carson Wealth

APRIL 4, 2025

But how do you do that without completely retooling your economy towards consumption instead of manufacturing? On one hand, the goal is to bring back manufacturing to the US. Does Nike reshore all their manufacturing facilities, and what do they do with the ones abroad? This is the problem with focusing on bilateral trade.

Manufacturing 106

Manufacturing Portfolio Assets Economy 106

Carson Wealth

APRIL 7, 2025

A diversified portfolio at an appropriate risk tolerance remains the best path in this kind of environment. Thats the kind of portfolio that makes it easy to make good decisions during periods of market stress. A 40% tariff on their $10 of exports to the US would be $4, although US importers pay the tax.)

Marketing 95

Marketing Marketing Investing Investments 95

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes. That said, U.S.

Taxes 52

Taxes Planning Retirement Accounting 52

WiserAdvisor

JUNE 11, 2025

Tariffs are a type of tax imposed on imported goods and services by the government. In your early to mid-30s, your 401(k) portfolio can lean heavily toward equities. However, as you approach your late 30s, say 38 or 39, you may consider thinking about portfolio diversification. This can help reduce volatility.

Budgeting 59

Budgeting Retirement Asset Allocation Accounting 59

Trade Brains

JUNE 15, 2025

Kirloskar Brothers Ltd Current price: ₹ 1,833 Target price: ₹ 2,160 Upside: 18% Time frame: 12 Months Why it’s recommended KBL, a prominent pump manufacturer with experience in fluid management system engineering and manufacturing, was founded in 1920 and is among the biggest pump manufacturers and exporters in India.

Manufacturing 94

Manufacturing Healthcare Banking Retail 94

Carson Wealth

MARCH 7, 2025

China is also unlikely to take concrete measures to reduce its reliance on manufacturing and exports. Think of it like a one-time increase in the sales tax. But there were opportunities too, including potential rate cuts by the Fed and favorable tax policy from Congress.

Economy 87

Economy Marketing Marketing Taxes 87

Investing Caffeine

MARCH 25, 2025

If UKidney is successful, United Therapeutics and Martine Rothblatt will be one step closer to realizing the companys vision of manufacturing an endless supply of transplantable organs. The world is a better place due to Martine Rothblatt, and your portfolio will be a better place with an investment in United Therapeutics.

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

The Big Picture

FEBRUARY 4, 2025

That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. And we have 50, a little less than 50 portfolio companies talking to the CEOs of these portfolio companies. And of course all this is subsidized and ultimately paid for by the Danish taxpayers.

Economy 255

Economy Banking Economics Taxes 255

The Big Picture

JUNE 16, 2025

So you’re a proponent of modern portfolio theory and the efficient market hypothesis. 00:08:16 [Speaker Changed] So speaking of apocryphal times, you have said investors should build their portfolios for the worst 2% of market conditions rather than normal times. 00:08:14 [Speaker Changed] No, he he never said it or, or wrote it.

Math 130

Math Numbers Investments Investing 130

Carson Wealth

APRIL 28, 2025

There’s no decoupling from China, no reshoring of manufacturing, no “External Revenue Service” replacing the IRS, no “Mar-a-Lago” accords (with US debt held by foreign companies restructured to much longer duration). Congress also provides a cushion for the economy by raising deficits even further via tax cuts.

Marketing 78

Marketing Marketing Economy Manufacturing 78

The Big Picture

FEBRUARY 3, 2025

See this chart as an example: Your goal, challenging though it may be, is to avoid letting whatever partisan preferences you may have interfere with your portfolio preferences. Tariffs are an inflationary tax ultimately paid by consumers. You see what your brain wants/expects you to see, not what is there. Everything will cost more.

Economy 315

Economy Economics Taxes Healthcare 315

Carson Wealth

FEBRUARY 6, 2025

All else equal, tariffs are a tax, and that means prices will go up. Tariffs Are Likely to Hurt US Manufacturers Ultimately, the 2018 19 trade war hurt US manufacturers. The trade war meant US manufacturers already started in a hole, thanks to retaliatory tariffs and a strengthening dollar. of GDP by the end of 2019.

Taxes 64

Taxes Manufacturing Economy Government 64

Trade Brains

JULY 2, 2025

The Goods and Services Tax (GST) Council is expected to take up key reforms in its upcoming meeting, with discussions likely to focus on reducing the 12 percent tax slab and clarifying the tax treatment of service intermediaries a move that could bring significant relief worth thousands of crores to the industry, according to a few sources.

Taxes 59

Taxes License Manufacturing Government 59

Trade Brains

JUNE 21, 2025

EBITDA (earnings before interest, taxes, depreciation, and amortization) is expected to grow to Rs. The company serves a wide range of industries, including financial services, healthcare, retail, public services, and manufacturing. Guidance: For FY26, Black Box Limited expects strong growth across all key areas. 6,750 to Rs.

Healthcare 80

Healthcare Financial Services Education Management 80

Trade Brains

JUNE 7, 2025

Furthermore, profit before tax stood at Rs 551.24 With 30 years’ experience, strong R&D, and a 7,700+ workforce, it offers end-to-end services and a solid product portfolio. Suzlon has a robust manufacturing footprint across India in key windy states like Gujarat, Tamil Nadu, and Maharashtra. percent, and Others 0.1

Marketing 59

Marketing Marketing Pharmaceutical Manufacturing 59

Trade Brains

JULY 14, 2025

However, profitability has declined, with profit after tax down 55 percent, primarily because of losses from 17 new outlets that are expected to break even by FY26. On a positive note, older outlets have contributed significantly to profits, and partnerships with M&M, Kia, and MG Motors are expanding the brand portfolio.

Sales 59

Sales Consulting Retail Investment Advisor 59

Trade Brains

JUNE 15, 2025

The stocks that are likely to benefit from this BEML Ltd BEML Limited is India’s leading manufacturer of mining and construction equipment, offering a comprehensive range of machinery such as dump trucks, hydraulic excavators, bulldozers, wheel loaders, and motor graders for both opencast and underground mining.

Engineering 59

Engineering Manufacturing Certification Economy 59

Trade Brains

JULY 4, 2025

18,090 crore in subsidies to support Indian shipyards and make local manufacturing more competitive. Growth Guidance MDL has guided for a medium-term profit-before-tax (PBT) margin of around 15 percent. allocating Rs. The breakup includes Rs. 11,435 crore for P-17 Alpha Frigates, Rs. 530 crore for Survey Vessels (Large), Rs.

Engineering 111

Engineering Transportation Manufacturing Investments 111

Trade Brains

JUNE 23, 2025

In FY25, profit after tax increased to Rs. Ellenbarrie Industrial Gases Limited Strengths and Weaknesses Strengths: Leading Manufacturer of Industrial Gases, Well Positioned to Capitalise on Industry Tailwinds. Comprehensive Product Portfolio, Catering to Diverse End-use Industries. In FY25, revenue rose to Rs. percent and 72.04

Medical 52

Medical Investment Advisor Sales Investments 52

Trade Brains

JULY 17, 2025

A key player in the steel manufacturing sector remained in focus today after reporting a robust 16 percent sequential growth in revenue for Q1 FY26, backed by record sales volumes of 1.08 However, profitability at the bottom line remained stable, with profit before tax (PBT) flat at Rs. lakh metric tonnes. 469 crore in March 2025.

Manufacturing 59

Manufacturing Sales Engineering Commission 59

Trade Brains

JULY 17, 2025

generics portfolio with the launch of Loteprednol Etabonate Ophthalmic Suspension 0.5%. portfolio with the launch of a new ophthalmic product. Profit before tax (PBT) surged from Rs. Synopsis : Lupin has strengthened its U.S. One of India’s leading pharmaceutical exporters has further expanded its U.S. 20,011 crore to Rs.

Pharmaceutical 59

Pharmaceutical Marketing Marketing Manufacturing 59

Trade Brains

JUNE 19, 2025

During Friday’s trading session, shares of a global, research-driven pharmaceutical company engaged in developing and manufacturing a wide range of pharmaceutical products surged by around 1 percent on the BSE to Rs. It is also targeting a minimum 100 percent increase in profit after tax (PAT) from current levels. 2,404 crores.

Pharmaceutical 59

Pharmaceutical Distribution Manufacturing Management 59

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. philbak.substack.com) Taxes How much do higher taxes prompt millionaires to relocate? theatlantic.com) Is there a better way to maximize charitable giving instead of a tax deduction?

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. etf.com) Vanguard has launched two new ETFs, the Vanguard Intermediate-Term Tax-Exempt Bond ETF ($VTEI) and Vanguard California Tax-Exempt Bond ETF ($VTEC). on.spdji.com) Strategy Overconfidence is a killer for investors.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

Nerd's Eye View

OCTOBER 4, 2023

manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months. There's also the question of whether long-term equity returns could be significantly lower than we've experienced during the post-WWII era without the boost of lower interest and tax rates. And even though U.S.

Valuation 246

Valuation Economics Economy Marketing 246

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Financial Services Investments 86

Trade Brains

JANUARY 19, 2024

It was established in 1959 with a single factory and manufactured only one product, “Fevicol”. It manufactures products for small to large applications at home and in industry. It has 8+ manufacturing units. The net profit after tax increased by 7% from Rs.1207 The net profit after tax increased by 14% from Rs.1889

Manufacturing 111

Manufacturing Taxes B2B Portfolio 111

Discipline Funds

MARCH 28, 2025

CR: Tariffs are taxes. Anon: But tariffs can replace the income tax. from the income tax and the US imports $3T of goods. We’d have to tax ~85% of imports to cover that, but that would also reduce imports so it’s unrealistic and the basic math doesn’t come close to working. CR: The govt makes $2.5T

Taxes 102

Taxes Government Manufacturing Portfolio 102

Trade Brains

JUNE 9, 2024

Taiwan stands at the top of the semiconductor industry as the undisputed leader, with its Taiwan Semiconductor Manufacturing Company (TSMC) at the forefront. As already established, India recognizes the strategic importance of developing a domestic semiconductor manufacturing capability.

Electronics 105

Electronics Manufacturing Government Budgeting 105

Trade Brains

OCTOBER 1, 2024

In today’s fast-paced world, electronic manufacturing companies are the backbone of technological progress. With continuous innovation, electronic manufacturers shape our connected world, simplifying tasks and enhancing convenience. It supports various industries by providing manufacturing and assembly services.

Electronics 98

Electronics Manufacturing Certification Transportation 98

Trade Brains

JUNE 3, 2024

However, the industry faced challenges such as higher commodity and fuel costs due to the Russia-Ukraine conflict disrupting supply chains, and Covid-induced lockdowns in China’s manufacturing hubs impacting exports. India’s engineering sector enjoys competitive advantages in manufacturing costs, technology, and innovation.

Engineering 105

Engineering Manufacturing Government Electronics 105

Trade Brains

SEPTEMBER 29, 2023

Today we are going to talk about one such battery manufacturer, whose energy storage solution has transformed India in the greatest sense. In 1998, Exide took over the battery business of Standard Batteries Limited (SBL), the then-second largest battery manufacturer in India, along with its factories and the “Standard Furukawa” brand.

Planning 119

Planning Manufacturing Sales License 119

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Financial Services Investments 52