Investments
Under the Hood: Second Quarter Earnings Recap
As the second quarter earnings season draws to a close, the overall takeaway is surprisingly positive, especially given the recent increase in volatility. Despite heightened turbulence, earnings are growing at their fastest pace since 2021. Investors were rattled in late July by a perfect storm of events—a sharp 8% decline in the S&P 500, driven …
Carson Group
August 26, 2024
What Tennis Can Teach Us About Investing and Making Your Edge Count
I just wrapped up four weeks of a sabbatical leave, which Carson allows after five years on the job. Strange as it may sound, taking four weeks off is not easy, but summer is usually a fairly quiet time (or so I thought). My family and I headed to Europe for a couple of weeks. …
Sonu Varghese
August 23, 2024
Factor Investing in 2024
Investment factors are characteristics of securities that explain their risk and return profiles over time. Factors such as value (buying inexpensive stocks), momentum (systematically owning recent outperformers), quality (high margin, low debt, high return on capital businesses), minimum/low volatility (stocks exhibiting lower beta or standard deviation), and size (small caps- lower market cap stocks), have …
Grant Engelbart
August 22, 2024
Talking AI with Dani Fava
Artificial Intelligence (AI) is transforming the financial industry, offering both exciting opportunities and significant challenges. How is AI being integrated specifically into financial services? What are the potential risks and rewards of this technology? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, …
Ryan Detrick
August 21, 2024
How AI is Potentially Creating a Safer World
Artificial intelligence (AI) is rapidly transforming various sectors, enhancing efficiency, accuracy, and safety in ways previously unimaginable. By assisting professionals such as doctors and police officers, AI is playing a crucial role in making the world a safer place. While it is likely premature to make calls for AI to replace humans, there is mounting …
Blake Anderson
August 21, 2024
Long Win Streaks Happen in Bull Markets
“We’re going streaking! We’re going up the quad and to the gymnasium.” -Frank the Tank in Old School The fears of two weeks ago have significantly calmed down and stocks are now streaking. Unlike watching Frank the Tank, we all want to see these streaks. The S&P 500 was higher all five days of the …
Ryan Detrick
August 20, 2024
How AI is Leveling the Playing Field for Women and Minorities in the Workforce
In recent years, Artificial Intelligence (AI) emerged as a transformative force across various industries. Its potential to drive efficiency, innovation, and economic growth is widely recognized. However, beyond these advantages, AI is also playing a crucial role in leveling the playing field for workers, particularly for women and minorities. This technology is breaking down traditional …
Carson Group
August 19, 2024
Recession Narrative Fades on Strong Retail Sales
As long as employment is strong, consumer spending will be strong. Yes, job gains slowed in July but prime age (25-54) participation in the labor market remains near record levels, layoffs remain low, and aggregate income growth has been solid. Those numbers were the underpinning of a large upside surprise in July retail sales. Headline …
Barry Gilbert
August 16, 2024
Market Reaction to Inflation Muted (and That May Be a Good Thing)
There were few surprises in the Consumer Price Index (CPI) inflation data yesterday for July. The “headline” reading was in line with expectations at 0.2%, which brought the one-year reading down to 2.9% versus expectations of 3.0%. The core reading (excluding food and energy) was also in line with expectations at 0.2% for the month …
Barry Gilbert
August 15, 2024
The Evolving Employment Landscape: How Previous Tech Waves Elevated Workers
The employment landscape has continuously evolved with technological advancements, reshaping industries and altering the nature of work. Historically, technological waves have led to job displacement but have also created new opportunities and higher-paying roles. The proliferation of artificial intelligence (AI) and subsequent automation of previously manual processes may usher in similar disruptions. The introduction of …
Blake Anderson
August 14, 2024
What Is It About August?
The month of August can often bring unexpected market volatility, and in this release we touch on the reasons behind it and how investors can stay prepared. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the recurring phenomenon of August market …
Ryan Detrick
August 14, 2024
What Is It About August?
“What is it about August?” George H.W. Bush after his second consecutive summer vacation was disrupted in August, once when Iraq invaded Kuwait and the other the 1991 Soviet Union coup Are we having fun yet? Last week saw some of the most volatility we’ve seen in years, with the S&P 500 down 3% on …
Ryan Detrick
August 13, 2024