Investments
10 Quick Election Takeaways
Well, election day is now behind us, and while there’s some dust to settle yet, we now know a lot this morning. First, President-elect Donald Trump will be the 47th president of the United States, joining Grover Cleveland as the only president to win non-consecutive terms. Trump also won the popular vote for the first …
Barry Gilbert
November 6, 2024
12 Things to Know About Watching the Election Results
Well, election day is finally here. An estimated 79 million ballots have already been cast through mail-in and early in-person voting, or just over 50% of 2020’s total ballots cast, but this evening we end the voting process and, as polls close, begin the counting process. Carson Investment Research has been covering the election and …
Barry Gilbert
November 5, 2024
Under the Hood: Earnings Update
Investors this week digested results from some of the world’s largest companies. Both fundamental results and price return the day after the reports were mixed, but generally positive. As I wrote about last week in my Technology Earnings Preview, I noted that investors may shift their focus away from this year’s results and concentrate on …
Blake Anderson
November 4, 2024
Here’s What the October Payroll Report Really Tells Us About the Economy
October payrolls were a big disappointment, with job growth clocking in at just 12,000. However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. We just didn’t know how much. The Bureau of Labor Statistics (BLS) said that Hurricane Milton hit right during their data collection …
Sonu Varghese
November 1, 2024
Facts vs. Feelings Livestream – Tricks, Treats & Twists
Feeling spooked by all the market uncertainty as we head toward the end of the year? From inflation to Fed policy to the labor market to geopolitical worries to the bull market to the election, there are a scary number of economic concerns to keep an eye on over the last couple months of 2024. …
Ryan Detrick
October 31, 2024
How Markets Might Respond to Post-Election Uncertainty
Have you heard? This is a tight election and it’s going down to the wire. Election Day is now five days away but an estimated 58.4 million ballots have already been cast, or more than 1/3 of the total votes cast in 2020. We would still call the presidential race a near coin toss, although …
Barry Gilbert
October 31, 2024
Talking About the Election with Libby Cantrill
As election season heats up, how can investors keep their portfolios steady amid political swings? This week on Facts vs. Feelings, Libby Cantrill, Head of Public Policy, PIMCO, joins hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to unpack the 2024 election’s potential market …
Ryan Detrick
October 30, 2024
Why Elevated Volatility Increases Odds for a Post-Election Rally
The stock market has been consistently hitting new records in September and October, despite what is typically a weak seasonal period for stocks. As Ryan discussed in his latest blog, stocks have had an incredible run this year (and last year), but there are several reasons to expect the bull market to continue. Momentum begets …
Sonu Varghese
October 30, 2024
Seven Reasons This Bull Market Is Alive and Well
“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” -Winston Churchill Yes, stocks have had an incredible run this year (and last year), but there are some reasons to expect the good times to continue. No, we aren’t looking for …
Ryan Detrick
October 29, 2024
Under the Hood: Previewing Technology Earnings
The ‘Magnificent 7’ group of stocks enters this earnings season with meaningfully different expectations. As represented by earnings estimate revisions thus far in 2024, investors are beginning to distinguish between perceived leaders and laggards amongst this group. Below is a chart of 2024’s earnings estimate revisions for each of the seven in this group since …
Blake Anderson
October 28, 2024
16 Charts (and Tables) to Know This Election Year Revisited
“Americans will always do the right thing – after exhausting all other possibilities.” -Winston Churchill The Carson Investment Research Team began covering the election back in March with our “16 Charts and Tables) to Know This Election Year.” With Election Day now 11 days away and early voting taking place in many states, we thought …
Barry Gilbert
October 25, 2024
Talking About Anything and Everything with Josh Brown
What’s the secret to success in both finance and media? This week on Facts vs. Feelings, Josh Brown, CEO of Ritholtz Wealth Management, joins Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to share his journey from retail stockbroker to RIA founder. He talks about …
Ryan Detrick
October 24, 2024