October is known for many things, with incredible market crashes likely being at the top of the list. The Crashes of 1929 and 1987 stand out for many investors and who could forget the selling and...

“We may not know where we are going, but we better know where we stand.” Howard Marks, Co-Founder of Oaktree Capital Management A little-known technical indicator triggered in the first quarter, and...

“It’s not what you look at that matters; it’s what you see.” Henry David Thoreau I’ve done this for more than two decades, and I have to say, the general consensus remains that the first half of next...

This is the longest win streak since September 2017, and the last time it got to ten wins in a row was in August 2017.

The S&P 500 rallied again last week and was more than 10% off the October 12 closing lows, before selling off some yesterday. Nonetheless, the truth is the overall news really hasn’t really been that...

The latest worry du jour has been about Swiss Banking giant Credit Suisse Group AG (CS). Think about this, it was down 24% last week and then another 53% on Monday. Here’s the catch, it was down more...

Carson's Chief Market Strategist, Ryan Detrick, and Director of Investment Platform, Sonu Varghese, welcome special guest Professor Jeremy Siegel. He answers several of their burning questions and...

There’s always been talk about the U.S. dollar (USD) losing its dominant currency status globally, but lately, the chatter seems to have increased, especially since Russia’s invasion of Ukraine.

“When the facts change, I change my mind. What do you do, sir?” John Maynard Keynes Stocks are off to a roaring start to 2023, which has many claiming this is just a bear market rally and one that...

“A small spark can start a great fire” – Emmet Fox A bank many of us had never heard of this time last week now has the entire financial spectrum on the brink of disaster. Or does it? Here are some...

Consumers have $169 trillion in assets and just $20 trillion in debt. That's a healthy balance sheet that should help prevent an economic decline.

TINA, or “There is No Alternative,” was the theme of the last decade as interest rates were close to zero. Yields on long-term bonds weren’t much above that. So, stocks were the “only alternative” if...

It was anything but smooth, but stocks are set to begin 2023 with a solid start, with the S&P 500 up more than 5% for the year with one day to go in the first quarter. Although we continue to hear...

Another month, another solid employment report. Employment rose by 311,000 in February, on the back of 504,000 in January and 239,000 in December. It’s certainly been a warm winter. This is the labor...

Federal Reserve Chair Jerome Powell’s comments this week during his semi-annual testimony in front of Congress did not inspire much confidence with respect to the path for monetary policy. It seems...

An interview with Burt White on Where This Industry, and Carson, Are Headed Carson Group’s Managing Partner and Chief Strategy Officer Burt White recently joined Carson Partner Lawrence Sprung on...

Today is the midterm elections and we’ve had many questions about what it all could mean for investors, which we’ll tackle in today’s blog. First things first, the Carson Investment Research team...

Why do we invest? Why do we hand over our hard-earned money – and advise others to do the same? We do so  in hopes that we see a favorable return on investment. History tells us to be optimists. At...

As we noted on the blog last week, December is historically a strong month for stocks, and we don’t expect 2022 to be any different. It is historically the third-best month for the S&P 500 since 1950...

“The future ain’t what it used to be.” Yogi Berra We’ve noticed a recent trend: nearly no one is looking for stocks to do much in 2023. As Yogi said many years ago, the future ain’t looking too good....

The big headline for the November payroll report was that 263,000 jobs were created last month, well above expectations for a gain of 200,000. Job growth has slowed since the beginning of the year,...

As we noted yesterday, 2023 is off to a great start for stocks, especially when compared with what we saw in 2022. Well, here’s another potentially bullish development that just triggered. I call it...

The Dow Jones Industrial Average began trading on May 26, 1896, and it just had the best October return ever, up 14.0%. This was the best month since January 1976 and third best month overall since...

As we all know by now, inflation spiked to 40-year highs earlier this year and it has remained stubbornly high recently. It was last month’s CPI data that sparked a massive sell-off in stocks to the...

Whether we are in a recession is top of mind right now, with good reason as Americans experience the highest inflation in four decades. Not to mention the fact that we just got two consecutive...

“The waiting is the hardest part. Every day you see one more card.” -Tom Petty Note: Individual equities discussed within are examples to show earning season trends and sector performance; They...

“There was a statistician, and he stuck his head in a bucket of ice and feet in the oven. They asked him how he felt, and he replied, ‘about average.’”Old statistics joke.

There are many reasons stocks and bonds have had a rough year so far in 2022, and right at the top is the huge spike in inflation this year. With the latest ‘most important economic event of our...

Last month, I wrote about some bullish events taking place in Three More Bullish Signals The Bears Don’t Want To See, and it was a very popular blog. Well, today, I’ll take it one more step and list...

“I am an optimist because I don’t see the point in being anything else.” Abraham Lincoln With all the talk about a pending recession and stocks in a bear market, today, I wanted to share some more...

The Federal Reserve (Fed) just raised rates by 0.75%, taking the federal funds rate to a target 3.75-4.0% range. This is the 4th consecutive 0.75% interest rate increase and comes as the Fed tries to...

The Federal Reserve has two mandates – “pursuing the economic goals of maximum employment and price stability.” Over the past year, the Fed has been leaning on the side of the price stability...

First things first, this is a three-day weekend for many of us and I hope everyone enjoys the long President’s Day weekend. And if you need to buy a mattress, this is your Super Bowl weekend, good...

As bad as 2022 has been for investors, there is a silver lining: back-to-back declines in the S&P 500 are rarer than you may think. If you go all the way back to 1950, the only times that stocks fell...

After the 11th best start to a year ever for the S&P 500 as of Valentine’s Day, stocks have pulled back the second part of the month in what we would classify as perfectly normal price action. Here’s...

This week we dropped the 26th episode of our Facts vs. Feelings podcast, and it was a good one. We had Professor Jeremy Siegel on with Sonu and myself, and boy, did we have fun. Here are some...

“You can learn a lot by looking.” Yogi Berra Did you know that the S&P 500 is up about a coinflip of the time on any one day? That’s right, since 1950, the S&P 500 has closed green 53.0% of the time....

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“There is nothing new in the world except the history you do not know.” Harry S. Truman Well, well, well, isn’t this nice? Stocks have come out swinging in 2023, and we are looking at a very solid...

Stocks have sold off hard after the Fed took a more hawkish-than-expected tone last week, which now has stocks looking at one of their worst December returns ever. The good news is that there is...

Listen to this episode from Facts vs Feelings with Ryan Detrick & Sonu Varghese on Spotify. After seeing the market soar despite a recession, Ed Clissold, an experienced CFA who employs a disciplin...

After the October inflation report, I wrote that “one month does not make a trend.” After the November report, I wrote that we have the “making of a trend.” We now have a trend! Headline inflation...

What a wild ride it has been the past few weeks in markets, but one thing we can’t deny is the calendar. We are in the thick of March Madness season, and today officially kicks off the First Round of...

I’ve been in Omaha at the Carson Group home office the past few days and I’ll just say that the things we’ve got coming out over the coming months are going to be awesome. Stay tuned, as we have so...

What a day for markets yesterday. The S&P 500 Index gained 5.5%, its best day since April 2020. Here’s a chart from my colleague Ryan Detrick, showing some historical perspective for days that saw...

They call it March Madness for a reason, but this is getting a tad extreme. Besides the fact that no 1, 2, or 3 seeds made the Final Four, the real madness can be found in the financial world. What...

Another inflation report and more signs that inflation is staying stubbornly high. The September Consumer Price Index (CPI) rose 0.4% month-over-month, well above the 0.2% that was expected and above...

Warren Buffett’s annual letter to Berkshire shareholders is always a must-read. This year’s version didn’t disappoint, with some great takeaways, as my colleague Ryan Detrick discussed the other day....

January inflation data hit the nose on expectations. Headline CPI rose 0.5% and is up 6.4% year-over-year, while core CPI (ex-food and energy) rose 0.4% and is up 5.6% year-over-year. The fact that...