Are Democrats or Republicans Better for Stocks?

“George Washington was the only president who didn’t blame the previous administration.” -Source unknown   How’s that for a title for a blog? Now that I have your attention, let’s talk a little bit about election years. We are getting the question of who is better for stocks a lot lately and given the election …

Total Eclipse of the Bears

With the bull market we have had for several months now, it is normal for some to have doubts about its continuation. What can we expect for the markets? How is the economy doing and why should investors consider it? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, …

Talking About the Future with Cathie Wood

In a world where technology rapidly reshapes the landscape of industries, disruptive innovation stands at the forefront of this transformation. It challenges the status quo, propels economies forward, and redefines what is possible. As we dive into the minds of those who navigate these territories, we gain invaluable insights into the future of finance, investment, …

Three Things That Just Happened That Are Great News for Bulls

“We may not know where we are going, but we better know where we stand.” –Howard Marks, Co-Founder of Oaktree Capital Management   Following the huge 11.2% rally for the S&P 500 in the fourth quarter of last year, the index has given us an encore performance in the first quarter with a 10.2% gain. …

Here Comes the Usually Bullish Month of April

 “April is a moment of joy for those who have survived the winter.” –English writer Samuel Johnson   The bull market continues and with one day to go in the first quarter, it is looking like more gains for stocks this month. The S&P 500 will also be up a very impressive five months in …

Talking About the Resilient Economy with Neil Dutta

“Inflation is on a glide path lower.” Neil Dutta from RenMac LLC shares his thoughts with us today on Facts vs Feelings, offering a fresh perspective on the current economic landscape. Despite a rocky start in January, there’s a sense of optimism in the air. In this episode, Ryan Detrick, Chief Market Strategist at Carson …

Why a Strong Start to 2024 Is Bullish for the Rest of the Year

“Just a little bit more.”  -John D. Rockefeller, founder of the Standard Oil Company and one of the richest men ever, when asked about how much money it takes to make one happy.   On the heels of about a 25% gain for the S&P 500 last year, stocks are up about 10% already in …

Why High Interest Rates Haven’t Hurt the Consumer and Maybe Even Helped

“To see what is in front of one’s nose is a constant struggle.” -George Orwell   What I’m about to say might not go over well, but I’m going to do it anyways. Would you believe that in some ways higher interest rates have actually helped consumers? I get it. Half of you are furious …

Why This Isn’t a Bubble

Over the last 20 weeks, we have seen a huge rally in the stock market, led by tech stocks like Nvidia, which has led some to believe that we are in a bubble. Is that true? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at …

Why Stocks Aren’t in a Bubble

“Please, God, just one more bubble.” Popular Silicon Valley bumper sticker after the tech bubble burst   With stocks back at all-time highs, many are of the opinion that stocks must be in a bubble. Take note, many of these bubble callers were the same bears that fought this bull market all the way up.  …

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