Articles authored by Carson Research

Thanks for reading this week’s Charts of the Week This week’s charts cover momentum, equity issuance, past Fed policy, and the biggest question on everyone’s mind: is this a bubble? We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: June 22-26

Thanks for reading this week’s Charts of the Week This week’s charts cover the current housing situation, inflation expectations, and where the market stands amid current rate hikes and cuts. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: June 15-19

Thanks for reading this week’s Charts of the Week This week’s charts talk about the re-accelerating labor market, real rates, productivity, and what history shows after a historic rally. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: June 8-12

Retirement portfolio management presents a fundamentally different set of challenges than accumulation-phase investing. The transition from building wealth to distributing it introduces risks that traditional asset allocation frameworks were never fully designed to address. Among the most compelling structural solutions to emerge from decades of practice is the bucketing investment approach, a time-segmented framework that …

Thanks for reading this week’s Charts of the Week This week’s charts talk about the re-accelerating labor market, entry-level unemployment, company margins, and June’s return history. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: June 1-5

Thanks for reading this week’s Charts of the Week This week’s charts talk about our new earnings dashboard, why consumers feel so terrible right now, consumption, and why a new Fed chair isn’t that worrisome. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of …

Thanks for reading this week’s Charts of the Week This week’s charts reveal our brand new earnings dashboard, bonds, interest rates, Nvidia earnings, and a chart on China. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: May 18-22

Thanks for reading this week’s Charts of the Week This week’s charts focus on the Fed’s upcoming challenge, and why inflation, not rates, is the real issue in today’s economy. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: May 11-15

Thanks for reading this week’s Charts of the Week This week’s charts focus on the labor market numbers, the consumer saving rate, and the supportive backdrop for equities. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: May 4-8

Thanks for reading this week’s Charts of the Week This week’s charts focus on the AI buildout, Q1 GDP numbers, the Fed Funds rate, and how oil prices are affecting households. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: Apr. 27-May …