Carson Group
The Rise of the Magnificent 7 and Resulting Market Concentration
Concentration of stocks within the S&P 500 has surged to the highest level since the turn of the century, with the top ten holdings now accounting for over 30% of the index. This phenomenon isn’t unique to the U.S.; a similar trend has emerged globally. In Europe, the largest stocks are referred to by the …
Carson Group
March 18, 2024
From Obscurity to the S&P 500: The Super Micro Story
Super Micro Computer may have flown under the radar a year ago, but it has since captured headlines with a staggering 1,000%+ rally and inclusion in the S&P 500. Surpassing even Nvidia, the top performer in the S&P 500 with a 250% surge over the past 12 months, Super Micro’s meteoric rise underscores its emergence …
Carson Group
March 11, 2024
The Architect of Berkshire Hathaway: Remembering Charlie Munger
“Be fearful when others are greedy, and be greedy when others are fearful.” Warren Buffett Warren Buffett opened his annual letter with a heartfelt tribute to his late friend and investment partner, Charlie Munger. Charlie passed just before his 100th birthday but, as Buffett writes, “should be forever credited with being the architect” of …
Carson Group
March 4, 2024
Creating a Remarkable Client Experience: A Guide for Financial Advisors
It seems that every year, more financial advisory firms are setting new standards for what clients can expect to experience when working with them. Whether you’re an individual advisor or you run a larger firm, delivering a remarkable client experience is the key to standing out, in addition to attracting great clients and retaining the …
Carson Group
March 4, 2024
Join Us for Live on Leap Day with Facts vs Feelings – Invest your Bonus Day
2024 gives us an extra day on the calendar, and what better way to spend it than taking a deep dive into the markets and this year’s economic outlook. Join Carson Group Investment Research team rock stars and podcasters Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist, for the inaugural Live …
Carson Group
February 29, 2024
Meta’s Meteoric Recovery: Like it on Facebook & Instagram
Meta, formerly known as Facebook, delivered a stunning update that caps one of the most impressive turnarounds in recent memory. Following its earnings report, shares soared more than 20% to reach all-time highs, eclipsing $450, or a fivefold increase from the lows of $90 reached in late 2022. This monstrous move set a new record …
Carson Group
February 26, 2024
Inside Nvidia’s Earnings: Accelerating Demand for AI
“Forget self-driving cars, AI is transforming every industry, and Nvidia is at the center of it all” – Venture Capitalist, TechCrunch With bated breath, investors eagerly awaited the final earnings report of the “magnificent 7.” Among the seven, Nvidia’s report was perhaps the most hotly anticipated, given it’s the driving force behind accelerated computing and …
Carson Group
February 22, 2024
AI’s Meteoric Rise Is Backed by the Cash
“AI is no longer science fiction; it’s science fact. It’s woven seamlessly into the fabric of our daily lives, from the moment we wake up to the moment we go to sleep.” – Fei-Fei Li, Stanford University This earnings season has highlighted how rapidly artificial intelligence is becoming a ‘real thing.’ The last several years …
Carson Group
February 12, 2024
AI, Advertising, and Cash Flow: Alphabet’s Trifecta for Success
Shares of Alphabet fell from near all-time highs after the company reported fourth quarter earnings. The results were quite good, revenue growth accelerated at the fastest pace in six quarters and profitability was above expectations. However, management noted capital spending would be “notably larger” in 2024 and failed to give meaningful detail about reducing its …
Carson Group
February 5, 2024
3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make a good first impression with your onboarding process. It’s during this foundational process where you establish the tone for what your client will come to expect …
Carson Group
February 5, 2024