Investments
The Summer of Mega-IPOs
With the upcoming SpaceX IPO and Anthropic also filing a confidential draft S-1, IPOs are in the news, to say the least. I thought it would be interesting to look at some historical stats on IPOs, and conveniently, Professor Jay Ritter at the University of Florida maintains a comprehensive IPO data hub covering IPOs from …
Sonu Varghese
June 3, 2026
Talking SpaceX IPO (FvF Ep. 190)
In Episode 190 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the SpaceX IPO and what it could mean for indexes, mega-cap weights, and the next phase of the AI trade. They’re joined by Blake Anderson, Director of Portfolio Management …
Ryan Detrick
June 3, 2026
Earnings Check-In: Q1 2026 Finishes Strong
How this works (a quick one-time intro): Each week during earnings season we will begin to publish a short read on how S&P 500 companies are doing. It’s built from FactSet’s Earnings Insight report (John Butters), with index and market-cap data from YCharts, aggregated in-house. Every figure ties back to FactSet’s published numbers; we simply …
Harry McDonald
June 2, 2026
Is This Bull Market Only Halfway Over?
You might have heard this before, but the S&P 500 gained again last week, with many more new highs across the board. Sparking the rally was hope for progress on an agreement with Iran, but we’ve been here before. Still, oil fell 10% last week as traders remained optimistic we would see some movement toward …
Ryan Detrick
June 2, 2026
Software’s Selloff (Revisited)
Earlier this spring, I authored ‘Software’s Selloff’ detailing the price deterioration across stocks within the software industry. Analyzing data from past software selloffs hinted at some key takeaways: the selloff was ‘young’ in February (and could have taken longer to bottom), and it was deep enough that investors could have expected significant earnings deterioration. With …
Blake Anderson
June 1, 2026
Charts of the Week: May 26 – 29
Thanks for reading this week’s Charts of the Week This week’s charts talk about our new earnings dashboard, why consumers feel so terrible right now, consumption, and why a new Fed chair isn’t that worrisome. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of …
Carson Research
June 1, 2026
Consumer Spending Is Humming, But There’s a Catch (Actually Two)
Inflation has been a big story recently, especially after the U.S.-Iran war started. We’ve pointed out that inflation was a growing problem even prior to the war and isn’t limited to an energy shock. Yet, the energy shock and higher pump prices are how inflation has been most salient for households. There was a school …
Sonu Varghese
May 29, 2026
Valuations: Staying Relative
“Are we in a bubble?” The question echoed over the sounds of Memorial Day weekend. As markets continue to make new highs – in some ways in extraordinary fashion – many investors are likely asking this same question. How long do you ride a wave until it crashes ashore? The short answer is there is …
Grant Engelbart
May 28, 2026
How Many Positions in a Portfolio Is Optimal?
You would be surprised how often I’m asked how many positions there should be in a portfolio or simply hear concerns that there are too many (or too few). A variant on this is concern about position sizes—more often that they’re too small, but occasionally that they’re too big. The mushy but true answer is …
Barry Gilbert
May 27, 2026
Deal or No Deal (FvF Ep. 189)
In Episode 189 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the disconnect between how people feel about the economy and what the hard data is actually showing. They connect the dots between oil prices, inflation expectations, Treasury yields, and …
Ryan Detrick
May 27, 2026
Charts of the Week: May 18-22
Thanks for reading this week’s Charts of the Week This week’s charts reveal our brand new earnings dashboard, bonds, interest rates, Nvidia earnings, and a chart on China. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: May 18-22
Carson Research
May 26, 2026
Do Stocks Really Test New Fed Chairs?
“We really can’t forecast all that well, and yet we pretend that we can, but we really can’t.” Alan Greenspan, the 13th Federal Reserve Chairperson First things first, we hope everyone had a great Memorial Day holiday, and a heartfelt thank you to those who have served to keep us safe. And to those who …
Ryan Detrick
May 26, 2026