Insights Investments

 In our latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist unpack recent market reactions, Trump’s potential impact on Jerome Powell’s Fed tenure, and new inflation data that surprised most economists. Key Takeaways Event Study on Powell’s Potential Firing: Markets briefly reacted negatively to …

“You won’t lose your job to AI, you’ll lose your job to someone who uses AI.” Jenson Huang, CEO at NVIDIA I read a lot each week and it seemed like the past few days I’ve come across some very interesting charts or ideas. In today’s blog, I wanted to share some of what I’ve …

When it comes to portfolio management, what differentiates the Carson Investment Research team, or any other team, is not easy to capture. We work in an industry where there’s a lot of talent and there are many effective broad investment principles that are shared. Where standards and skill are high, just being able to demonstrate …

One big question on everyone’s mind has been how tariffs would impact inflation. This is especially pertinent for the Federal Reserve (Fed), as it’s going to determine their next course of action—whether they continue to wait or cut rates sooner rather than later. April and May were too early for any tariff impact to show …

“We cannot direct the wind, but we can adjust the sails.” Thomas Monson, American religious leader   Do you have a fear of heights? This is known as acrophobia, which is something many, many investors have. That’s right, I’ve done this for more than two decades and new highs create a very uncomfortable feeling in …

 In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist dive into the recent controversy surrounding Federal Reserve Chair Jerome Powell, exploring potential political pressures, the Fed’s massive headquarters renovation project, and the broader implications for monetary policy and the economy if there were to be a …

“I’m involved in the stock market, which is fun and, sometimes, very painful.” Regis Philbin In case you hadn’t heard yet, last week, we released our Midyear Market Outlook 2025: Uncharted Waters! We discuss why we remain optimistic on both the economy and stock market the remainder of this year, similar to what we said …

In our writings and conversations about the markets or portfolios, it would be rare for a mention of momentum not to come up (see a couple of recent writings here and here). Either via the market’s continued strong momentum off of the April lows, or the factor itself — which we utilize in portfolios as …

The Carson Investment Team was proud to release our Midyear Outlook 2025: Uncharted Waters this morning. Few would have thought at the April 8 lows, with the S&P 500 down nearly 20%, that markets would make such a furious comeback. Yet here we sit in early July with the S&P 500 at a total return …

One of the opportunities we highlighted in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We never believed it would be as large as the 2017 tax bill’s boost on profits—after all you can only cut the corporate tax rate from 35% to 21% once—but there was still …

 In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, provide a midyear market review and outlook for 2025. Reflecting on major surprises in the first half of the year, including unexpected tariff announcements and subsequent reversals, they analyze market performance in the first half of the …