Insights Investments

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and the surprisingly solid economic data that continues to confound many bearish predictions. From stock performance and inflation trends to the latest tariff drama, Ryan and Sonu break down …

Diversification away from US stocks has been a frustrating exercise for those of us involved in asset allocation for a good 15 years or so now. There have been a few good years, notably 2017, but it’s been rare. Coming into 2025, you would not have thought that international stocks would outperform, let alone by …

Nvidia released its latest earnings report after market close on Wednesday, delivering results that beat expectations. The company has had anything but a smooth start to the year, most recently having to manage through a ban on selling product to Chinese customers. Yet, these latest results show the company keeps executing as guidance implies a …

“History doesn’t repeat itself, but it often rhymes.” Mark Twain So much for Sell in May! With a day to go, we are looking at potentially the best month of May for the S&P 500 in 35 years. As we noted at the start of the month, the odds favored a big rally in May …

Well, this came out of the blue, but a U.S. court essentially cancelled the tariffs that set off a global trade war (technically paused until July). The US Court of International Trade (USCIT) struck down all of the “IEEPA” tariffs imposed by President Trump. IEEPA is the International Emergency Economic Powers Act that was passed …

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome tech analyst Dan Ives, Managing Director at Wedbush, to discuss the state of AI, the future of autonomous technologies, China-U.S. relations in tech, and investment opportunities beyond the usual headlines. Broadcasting from Carson’s 2025 …

“The stock market is a device for transferring money from the impatient to the patient.” Warren Buffett, Chairperson at Berkshire Hathaway We’ve been talking a lot the how during this near bear market and historic bounce back of 2025, retail investors have been buying aggressively, while institutional money managers have been scared and underinvested. Historically, we’ve …

“You never know when you will get that call. Enjoy yourself.” Ryan Detrick, Chief Market Strategist at Carson Group Today is the Friday before Memorial Day weekend, which is a day I will never forget. One year ago today my baby brother called me, which at first seemed similar to the thousands of other times …

Short answer: not very much. The longer answer is also pretty much the same thing, but it’s really the context around the debt downgrade, and especially the US fiscal situation, that raises important questions, not the downgrade by itself. Last Friday evening (May 16th), Moody’s finally joined their counterparts at S&P and Fitch in downgrading …

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by returning guest Skanda Amarnath, Executive Director of Employ America, as they dive deep into macroeconomic dynamics, market reactions, and policy shifts. Together, they examine inflation metrics, shifting recession probabilities, the role of tariffs, …

“You don’t need a weatherman to know which way the wind blows.” Bob Dylan, Subterranean Homesick Blues What a week last week was, as the S&P 500 gained more than 3% on Monday after a 90-day pause in tariffs with China was announced. Incredibly, stocks gained the next four days as well. March 2003 was …