Articles authored by Carson Group

Under the Hood: A Journey to the Clouds

The stocks known as the “Magnificent Seven” – Microsoft, Meta, Amazon, Alphabet, Nvidia, Apple, and Tesla – have buoyed major indices throughout the year, fueled by the growing enthusiasm surrounding Artificial Intelligence (AI). As the third quarter earnings approached, all eyes were fixed on this elite group due to the remarkable performance of their stocks …

Under The Hood: Early Takeaways from Third Quarter Earnings

JPMorgan marked the start of third quarter earnings and cast a surprisingly positive light on the market. The financial sector had been under a shadow, with concerns lingering that rising rates on deposits would pressure margins and that credit losses would increase. Despite the worries, the issues didn’t materialize, at least for the largest banks. …

Shaping America: A Weight Loss Phenomenon

O-O-O-Ozempic, you know the commercial. Weight loss drugs have enjoyed a stunning debut. Novo Nordisk, the Danish drugmaker, is now the largest company in Europe, thanks to the sensational success of Ozempic, also known as Wegovy. While the GLP-1 class of diabetes drugs has been around for years, it was recently proven to have potent …

Harvesting Insights: A Third Quarter Earnings Preview

Ah, the unmistakable signs of Fall are here – the crisp chill in the air, pumpkin spice adding autumnal warmth to seemingly every store shelf, and the lush green foliage gracefully yielding to a kaleidoscope ablaze with vivid colors. Yes, Fall is upon us which of course means third quarter earnings are approaching. Much like …

Has Tech Lost its Mojo? A Market Overview

In the ever-evolving world of investing, markets can shift in the blink of an eye. While a mere few weeks do not necessarily establish a solid trend, it’s hard not to notice that the Technology Sector, which had been a front-runner for a significant part of the year, seems to have taken a backseat. Since …

Prospects for the Modern Energy Sector with Higher Oil Prices

Of all the commodities that course through the veins of our world, it seems that none has the power to influence nations, economies, and daily lives quite like oil. It’s the lifeblood of industry, the force that propels most of our cars and planes, and an underlying current of geopolitics. Oil prices have been steadily …

ARMing the Future: The Year’s Largest IPO Signals a Market Thaw

On Thursday, Arm Holdings (ticker: ARM) made, what some people may say, a triumphant entrance onto the public stage, securing its place as the year’s largest initial public offering (IPO). This not only marks the biggest public offering since Rivian Automotive’s debut in October 2021 but also offers a sign that the IPO market is …

Turning the Tide: A Small Cap Resurgence

Small cap stocks have dramatically underperformed large caps year-to-date. This isn’t a recent phenomenon. Small caps have lived in the shadows of their largest peers, particularly mega cap technology companies, for nearly a decade. The lag has worsened over recent years as inflation picked up and equity indices have become even more concentrated at the …

On the Margin: Taking the Pulse of Profitability

“Profitability is not an afterthought. It’s the foundation of our business.”  – Jeff Bezos Despite slowing sales growth, our on-going optimism about equities continues to be driven by fundamentals. We believe that improving profitability may continue to support earnings growth for some time to come as structural changes continue to drive efficiencies. Profitability stands as …

In an Artificially Intelligent World, Sing Your Own Song

You may have noticed, artificial intelligence (AI) arrived on the scene with a bang. It’s a topic that’s caught the attention of CEOs on Wall Street and with good reason. Generative AI is poised to revolutionize various aspects of our personal and professional lives. Its influence has already seeped into our daily routines. Whether it’s …

Get in Touch

We'd love to learn a bit more about your situation, then set up a complimentary consultation to review how we can help you and your business.

Contact Us