Insights Investments

“Are we in a bubble?” The question echoed over the sounds of Memorial Day weekend. As markets continue to make new highs – in some ways in extraordinary fashion – many investors are likely asking this same question. How long do you ride a wave until it crashes ashore? The short answer is there is …

You would be surprised how often I’m asked how many positions there should be in a portfolio or simply hear concerns that there are too many (or too few). A variant on this is concern about position sizes—more often that they’re too small, but occasionally that they’re too big. The mushy but true answer is …

In Episode 189 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the disconnect between how people feel about the economy and what the hard data is actually showing. They connect the dots between oil prices, inflation expectations, Treasury yields, and …

Thanks for reading this week’s Charts of the Week This week’s charts reveal our brand new earnings dashboard, bonds, interest rates, Nvidia earnings, and a chart on China. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: May 18-22

“We really can’t forecast all that well, and yet we pretend that we can, but we really can’t.” Alan Greenspan, the 13th Federal Reserve Chairperson First things first, we hope everyone had a great Memorial Day holiday, and a heartfelt thank you to those who have served to keep us safe. And to those who …

Nvidia investors have envy for the first time in a while. Although Nvidia stock is up +20% year to date, it’s significantly lagging other semiconductor heavyweights. Nvidia’s poor relative performance comes as a new shift in computing towards Agentic AI takes place. However, Nvidia’s results and commentary from their earnings report may remind investors that …

“Getting fired can be a good thing. You just don’t want to make a habit of it.” Jim Simons, founder of Renaissance Technologies, arguably one of the most successful hedge funds of all time. Is it me, or does May get crazier and crazier each year? And I’m not talking about markets, I’m talking about …

In Episode 188 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, welcome new Fed Chair Kevin Warsh the only way they know how: with data, context, and zero sugarcoating. When Jerome Powell took over in February 2018, the Dow dropped 4.6% on …

Looking at the equity market hitting all-time highs, you could be forgiven for thinking all is well. But you don’t have to look too far to see where there’s pain, by way of the bond market. We’ve been talking about an inflationary growth regime since the start of the year, and equities doing well while …

Thanks for reading this week’s Charts of the Week This week’s charts focus on the Fed’s upcoming challenge, and why inflation, not rates, is the real issue in today’s economy. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: May 11-15

The phrase “chaos is in the air” is often casually stated. However, it is extremely applicable to describe the situation that the airline industry is currently enduring. With the upcoming Memorial Day weekend frenzy of vacationing and travel, consumers will experience their own version of chaos, but beneath the surface, airlines are facing their own …