Articles authored by Carson Research

The stock market is many things: It is the greatest wealth creator known to humanity It funds some of the most innovative companies in the world It changes lives It is intensely competitive, humbling even the sharpest minds There are many ways and styles to navigate this beautiful yet treacherous terrain.  One is not always …

“The Waiting” We made Tom Petty’s 1981 classic “The Waiting” our theme song for this earnings season as investors are seeking the direction of earnings and the economy amidst strong cross currents. When writing the song, Petty noted that he got the chorus right away, along with the song’s guitar riff. However, he said the …

“The Waiting” Tom Petty’s 1981 classic “The Waiting” was inspired by a Janus Joplin quote; “I love being onstage.  Everything else is just waiting.”  We feel the same about earnings season.  This is the main event.  It only happens every three months.  Everything else in between (news headlines, analyst rating changes, charts, etc.) is just …

Note that none of this commentary constitutes buy/sell/hold recommendations. We selected Tom Petty’s “The Waiting” as our theme song for this reporting season in our recent Earnings Preview.  We feel that it captures investors’ sentiment as we await to see if this sideways market can find direction, either through evidence of an incoming recession or …

Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here: As you are all painfully aware, 2022 wasn’t pretty for investors – it was the first year to ever see both stocks …

“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 should not be viewed as buy/sell/hold recommendations. “The Waiting” was the lead single from Tom Petty and the Heartbreakers’ Hard Promises album in 1981 …

By Brett Carson, Director of Equity Research 2022 was a rough year for investors. Stocks had their worst performance in many years, and shareholders are left wondering what is next. However, amidst all the uncertainty with inflation, rising interest rates, geopolitical tensions, supply chain bottlenecks, and volatile capital markets, there were important buyers that saw …

Happy new year!  We’ve officially turned the page to 2023 and hope you and yours had a wonderful holiday season. As we closed out 2022, there were numerous major news topics, but one that picked up steam towards the year’s end was China’s assumed reopening after nearly three years of heavy restrictions.  There were nationwide …

The recent headlines in the housing market are downright ugly.  Mortgage rates have more than doubled in 2022 and sit near 20-year highs, existing home sales continue the longest streak of declines on record, and last week the CEO of a luxury home furnishings retailer compared this housing market to 2008/2009, even using the “C” …