Articles authored by Carson Research

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 …

Thanks for reading this week’s Charts of the Week This week’s charts focus on why stocks are at all-time highs, profit margins/earnings, the AI buildout, and why the Strait is still not really open despite headlines. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts …

Thanks for reading this week’s Charts of the Week This week’s charts focus on key inflation metrics, sentiment, and how equities have started to look past the current crisis. 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. 13-17  

Thanks for reading this week’s Charts of the Week This week’s charts focus on all things inflation, the oil shock, and how consumers are starting to feel this crisis. 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. 6-10

By Michael Barczak, VP, Investment Due Diligence   Recent guidance from the U.S. Department of Labor has once again brought alternative investments to the forefront of the defined contribution conversation. Headlines suggest a meaningful shift—greater access to private equity, private credit, real assets, and even crypto within 401(k) plans. Our team wrote about this topic …

Thanks for reading this week’s Charts of the Week This week’s charts focus on bear markets, earnings and margins, oil supply, and the energy shock, which could reveal some stress under the hood. 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: …

Thanks for reading this week’s Charts of the Week This week’s charts focus on bear markets, historical drawdowns, changing leadership under the hood, and why we would bet against a prolonged drawdown. 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: Mar. …

Thanks for reading this week’s Charts of the Week This week’s charts focus on the current oil situation, the FED,  and the inflation outlook, and why the market is pricing in potential rate pauses or even rate hikes. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, …