Articles authored by Carson Research

Carson Investment Research recently published our 8 Principles of Equities.  Our 4th principle is one of the most profitable yet difficult disciplines to master – patience & perspective pays.  The stock market is a reflection of human emotion.  It can bring joy and pain, fear and hope, pride and shame, anger, and comfort.  Staying grounded …

Carson Investment Research recently published our 8 Principles of Equities. After a difficult year like 2022, the second principle is rather timely—the stock market is built to recover. It’s seen wars, recessions, depressions, pandemics, terrorist attacks, and speculative bubbles that crashed spectacularly. Not only did the stock market recover from the worst drawdowns in history, …

It’s been less than 2 weeks since Silicon Valley Bank’s stunning 48-hour collapse, and a few more banks have been caught in the fray. New York regulators closed the doors on Signature Bank on Sunday, March 12. A week later, US banks injected $30 billion into First Republic Bank to keep it afloat, and UBS …

Carson House View Sector Rating: Overweight Carson’s House Views are the foundation of our asset allocation recommendations.  Our partners and clients can utilize these directly through our proprietary House Views models or expressed independently using various ETFs available on our platform.  Currently, we’re overweight the industrial sector due to a favorable economic and fiscal policy …

It’s been a wild two weeks for equity markets.  On the one hand, broader equities have been remarkably resilient.  Despite three banks being shut down (Silvergate Capital, Signature Bank, and Silicon Valley Bank) and two others (Credit Suisse and First Republic) needing billions in assistance to stay afloat, the S&P 500 is down only 2.1% …

Due to a stable economy, higher interest rates, and low investor expectations that have become even lower, Carson Investment Research is upgrading the financial sector to overweight. We feel that the recent volatility ignited by a handful of regional banks is probably not over. However, we feel that investors searching for the next “big short” …

8 Principles of Equities: #1 – Nothing Beats Long-run Equity Returns Carson Investment Research recently published our 8 Principles of Equities. The first is the most important—In our opinion, nothing beats long-run equity returns. Not bonds. Not housing. Not gold, oil, or copper. Frankly, it’s not even close. Sure, there may have been periods of …

Apple (AAPL) Edition A necessary part of any thorough research process is considering both the upside and downside investment case.  The “bull” case is optimistic, characterized by the upward thrust of a bull’s lowered horns during battle.  Meanwhile, bears fight by standing high and swiping down their sharp claws, exemplifying the potential risk of an …

Carson’s House Views are the foundation of our asset allocation recommendations.  Our partners and clients can utilize these directly through our proprietary House Views models or expressed independently using various ETFs available on our platform.  We’re overweight commodities strategically and tactically due to improving demand as global economies recover from a difficult 2022 and China …

Executive Summary 2023 S&P EPS estimates are falling (now $222), but stocks have added to YTD gains Don’t forget that stocks have been anticipating a slowdown since early 2022, when the S&P 500 fell nearly 20% despite a ~6% rise in EPS. Two reasons for the rally: Most companies have given encouraging 2H outlooks, allowing …