Insights Investments

When asked why he robbed banks, Willie Sutton replied, “Because that’s where the money is.” I wish I knew why, but August is a month that tends to have a lot of out-of-the-blue scary events pop up and with that comes a good deal of market volatility. Who could forget last August? Stocks fell more …

When it comes to stocks, in the long run earnings are everything since the ability to grow earnings gives stocks their fundamental value, and in the long run earnings have followed a fairly steady path, with higher margins really since early 2000 offsetting lower sales due to slower global growth. On the other hand, in …

 In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent easing of global trade tensions and how markets have responded positively. They dive into three popular market myths currently being debated, analyze corporate earnings, and provide their reasoning on why stocks …

“Indecision may or may not be my problem.” Jimmy Buffett     Stocks continue to trend higher, yet I’m noticing a few myths starting to show up that are meant to scare investors. In today’s blog, we are going myth busting! Myth 1: No, Market Breadth Isn’t Bad I’ll be honest, I don’t get where …

One of the most popular economic indicators is the Conference Board’s Leading Economic Index (LEI), and it currently points to recession. The LEI has historically had a high correlation with GDP growth – the chart below shows year-over-year change in both. You can see how the index started to fall ahead of the 1990, 2001 …

In my opinion, the trade war is over. There may be more tariffs to come, especially a few large tariffs on August 1st on a bunch of countries (50% for Brazil!), plus sectoral tariffs on things like copper, pharmaceuticals, semiconductor chips, and electronics. But even those may be postponed (in fact, pharma tariffs may actually …

“Of all the things I’ve lost, I miss my mind the most.” Ozzy Osbourne First off, sorry to hear the news of Ozzy passing at 76 years old. Just a couple of weeks ago he did his final show in Birmingham, England and it was so great to see him in his element one more …

 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 …