Investments
Here Comes the Worst Month of the Year
“Summer has come and passed, the innocent can never last, wake me up when September ends.” -Wake Me Up When September Ends by Green Day August was quite the rollercoaster, but in the end the S&P 500 added 2.3% for its fourth consecutive monthly gain. On top of that, all four months gained at least …
Ryan Detrick
September 3, 2024
Promises vs Reality: Presidential Election Edition
With both the Republican and Democratic party conventions over, it’s safe to say we’re in the home stretch of the Presidential election. In fact, early voting starts in 7 days in North Carolina, a key swing state. That also means campaign rhetoric is heating up, and promises are being made—some wild ones, too, but this …
Sonu Varghese
August 30, 2024
Carson Investment Research AI Blog Roll Call
Have you noticed Carson has been talking about artificial intelligence (AI) a lot lately? Below is a little roll call of 20 of our blogs (and a podcast) on AI so far in 2024. Among the authors, you’ll see the names of Carson’s Portfolio Managers, Jake Bleicher and Sr. Analyst, Investment Blake Anderson, come up …
Barry Gilbert
August 29, 2024
The Best Indicator for the Economy Just Hit a New High
“Why did God create economists? To make weather forecasters look good.” -Old economist joke Two things to think about today. 1.) Since the Great Financial Crisis (GFC) ended 15 years ago our economy has been in a recession only 1.1% of the time. 2.) The Dow Jones Industrial Average started trading on May 26, 1896, …
Ryan Detrick
August 28, 2024
Talking About The Economy With Dr. David Kelly
Understanding today’s economy requires a keen eye on labor markets, Federal Reserve policies, and fiscal strategies. How do these factors interplay to shape the financial landscape? What practical advice can help investors stay grounded amid market noise? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist …
Ryan Detrick
August 28, 2024
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