Harry McDonald
Earnings Check-In: The Other 493 Are Catching Up
Welcome to Carson Investment Research’s Earnings Check-In for the week ending August 28, 2026. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add …
Harry McDonald
September 1, 2026
Earnings Check-In: Checking Our Own Work
Welcome to Carson Investment Research’s Earnings Check-In. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add Carson’s perspective on top of that. We …
Harry McDonald
August 25, 2026
Earnings Check-In: How Much of This Do We Keep?
Welcome to Carson Investment Research’s Earnings Check-In for the week ending August 7, 2026. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add …
Harry McDonald
August 11, 2026
Earnings Check-In: Amazon Now?
Welcome to Carson Investment Research’s Earnings Check-In for the week ending July 31, 2026. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add …
Harry McDonald
August 4, 2026
Course Management and Investing
If you know me, you know I’ve gotten deep into golf over the past couple of years. Probably deeper than my handicap justifies. However, playing golf allowed something to click that I hadn’t expected to think about on a golf course related to the investment universe. I spend my working hours looking at market data. …
Harry McDonald
July 29, 2026
Earnings Check-In: Alphabet…
Welcome to Carson Investment Research’s Earnings Check-In for the week ending July 24, 2026. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add …
Harry McDonald
July 28, 2026
Earnings Check-In: The Banks Came Out Swinging
This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add Carson’s perspective on top of that. We publish our Earnings Check-In weekly during earnings …
Harry McDonald
July 21, 2026
Earnings Check-In: Earnings Season Is Back with a Q2 Preview
Q2 reporting kicks off this week, and expectations are high. Analysts expect S&P 500 earnings to grow about 23.6% from a year ago, and because companies usually beat, FactSet notes the final number will likely land higher, closer to 29%, which would be the strongest growth since 2021. Only about 4% of companies have reported …
Harry McDonald
July 14, 2026
Our Favorite Charts From the First Half of 2026
What a first half it’s been. We had a war, an oil spike, a 9% pullback, a furious rally, a bull market that keeps getting called old, and an AI trade that keeps getting even more interesting (and confusing). Altogether, 6 months felt like 6 years. So to mark the halfway point, the Carson Investment …
Harry McDonald
July 10, 2026
It Was Never About the Chair
Alan Greenspan died on June 22 at the age of 100, just four days after Kevin Warsh chaired his first meeting of the Federal Open Market Committee. The timing is a coincidence, but a useful one. It bookends roughly forty years of monetary policy and invites a question savers rarely get a clean answer to: …
Harry McDonald
June 25, 2026