Investments
8 Carson Investment Principles That Differentiate Us
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 …
Barry Gilbert
July 21, 2025
The Fed Is in a Bind and Jerome’s on the Ropes
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 …
Sonu Varghese
July 17, 2025
Why You Shouldn’t Be Scared of Heights
“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 …
Ryan Detrick
July 16, 2025
Jerome on the Ropes
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 …
Ryan Detrick
July 16, 2025
Three Reasons To Expect Higher Prices the Rest of 2025
“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 …
Ryan Detrick
July 15, 2025
Momentum for the Second Half
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 …
Grant Engelbart
July 14, 2025
Carson Investment Research Presents Its Midyear Outlook 2025: Uncharted Waters
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 …
Barry Gilbert
July 11, 2025
How Will the One, Big, Beautiful Tax Bill Impact Markets?
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 …
Sonu Varghese
July 9, 2025
Midyear Market Outlook ’25
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 …
Ryan Detrick
July 9, 2025
The Sweet Spot
“When you hit the sweet spot, it’s not the club that sings—it’s your soul.” – Ben Hogan What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly came back to new highs already, one of the fastest recoveries ever. We’ve discussed why this market …
Ryan Detrick
July 8, 2025
Technology Earnings Preview
Technology stocks came roaring back in the second quarter of 2025. With stock prices now elevated, investors are setting a high bar for companies to clear in the upcoming earnings season. Unlike last earnings season – marred by fresh uncertainty stemming from newly announced tariffs – investors may be swifter to punish companies that fail …
Blake Anderson
July 7, 2025
What the Last Six Months in Markets May Mean for the Rest of the Year
Monday, June 30, concluded an extraordinary first half for markets. The end of the half is always a good time to look at what’s been happening in markets and think about implications for the second half of the year. Here are some highlights from the first half of the year and what they might tell …
Barry Gilbert
July 3, 2025