Articles authored by Barry Gilbert

Today is the Ides of March, as March 15 is called. Known best for the day on which Julius Caeser was assassinated, it was also celebrated in pagan antiquity as the Feast of Anna Perenna, the goddess of the Wheel of the Year, and marked the end of the New Year festivities. March was the …

The dust has settled on Super Tuesday, and it looks like the parties have chosen their champions for the November general election. Outside of American Samoa, Vermont, and Washington DC, President Joe Biden and former President Donald Trump have won every state for their respective parties. Barring something unusual, the 2024 election will be a …

“Oh NVIDIA, oh NVIDIA, say have you met NVIDIA? NVIDIA the AI chip maker?” -Groucho Marx (adapted) In yesterday’s blog by my colleague Jake Bleicher we took a look at chipmaker NVIDIA’s latest earnings report and the wide range of places where artificial intelligence (AI) is being deployed. Today we take another look and some …

Artificial Intelligence (AI) had two big moments in the popular imagination over the last two years: the extremely successful rollout of ChatGPT in late 2022 and chipmaker Nvidia’s blockbuster earnings report in May 2023. While these moments captured the public imagination, AI has already been playing an important role for many businesses and in our …

At Carson Investment Research, one of our investment pillars is to understand information about market supply and demand dynamics by looking at price action, volume, measures of aggregate breadth, sentiment, and similar data. That’s a fancy way of saying we look at “technicals,” which includes both the collective wisdom of some skilled practitioners and, from …

Closely Watched Leading Indicators Are Turning, and That May Be Good For Markets At Carson Investment Research, we have a proprietary set of leading indicators for countries and regions that inform our process and kept us clear of near universal recession calls at the end of 2022. (For the most recent update of our indicators, …

Carson Investment Research just released our 2024 Market Outlook, “Seeing Eye to Eye”. While our view on the economy leads us to favor stocks over bonds in 2024, we believe that bonds are poised to return to their traditional roles as a portfolio stabilizer and source of diversification. One traditional role they’re already playing again: …

2023 is now in the books. It was a year that no-one expected, but to the upside, which is the way we would all have it. The anticipated recession that didn’t come was overpriced into the market with 2022’s S&P 500 decline of 18%. Those declines helped the index power ahead to a 26.3% gain …

Probably the top fixed income question we’ve received in 2023 is when it’s appropriate to begin moving bond allocations from ultra-short-maturity bonds and money market funds back into core bonds. Gauging by 2024 rate hike expectations, the answer is probably sometime around now. The “perfect” time, assuming rates have peaked, was October 19 of this …

With many people on the road to visit family or preparing to host, we thought we would do a simple blog today on markets to be thankful for. We put a little wrinkle in it, though, by looking at how far different indexes are from their high and their low dating back to the start …