Investments
Have Stock Returns Been Too Good? The Strategic Perspective
We often get asked about whether stock returns have been just too good in the near term and have formed a speculative bubble. Our Chief Market Strategist Ryan Detrick debunked that idea in his blog yesterday. But occasionally we also get asked whether returns have been too good over the longer term. We take a …
Barry Gilbert
March 20, 2024
Why This Isn’t a Bubble
Over the last 20 weeks, we have seen a huge rally in the stock market, led by tech stocks like Nvidia, which has led some to believe that we are in a bubble. Is that true? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at …
Ryan Detrick
March 20, 2024
Why Stocks Aren’t in a Bubble
“Please, God, just one more bubble.” Popular Silicon Valley bumper sticker after the tech bubble burst With stocks back at all-time highs, many are of the opinion that stocks must be in a bubble. Take note, many of these bubble callers were the same bears that fought this bull market all the way up. …
Ryan Detrick
March 19, 2024
The Rise of the Magnificent 7 and Resulting Market Concentration
Concentration of stocks within the S&P 500 has surged to the highest level since the turn of the century, with the top ten holdings now accounting for over 30% of the index. This phenomenon isn’t unique to the U.S.; a similar trend has emerged globally. In Europe, the largest stocks are referred to by the …
Carson Group
March 18, 2024
First Quarter Returns Aiming for the Sweet Spot
Today is the Ides of March, as March 15 is called. Known best for the day on which Julius Caeser was assassinated, it was also celebrated in pagan antiquity as the Feast of Anna Perenna, the goddess of the Wheel of the Year, and marked the end of the New Year festivities. March was the …
Barry Gilbert
March 15, 2024
Bitcoin’s Big Year Keeps Getting Bigger!
Happy Pi Day to all those math fans out there! Math is nothing new to traditional finance (Tradfi), and math serves as a cornerstone of the blockchain technology that underpins the world of cryptocurrencies, perhaps more appropriately referred to as digital assets. Blockchain technology and it’s features such as security, immutability, decentralization, and ever-increasing use …
Grant Engelbart
March 14, 2024
The Inflation Report Was Actually Better Than It Looked
The latest consumer price index (CPI) inflation data for February came in slightly ahead of expectations, which led the commentariat to worry about “sticky” inflation that doesn’t go away. However, I had a different sentiment after spending some time under the hood with the data. But first, the numbers. Headline CPI rose 0.4% in February, …
Sonu Varghese
March 13, 2024
Is Anyone Bearish?
The market’s changing trends and sentiments play a pivotal role in determining smart investment strategies. When we look at the massive rally the stock market has seen over the last few months, what is expected for the market in the near future? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu …
Ryan Detrick
March 13, 2024
Remembering the Worst Bear Market Since the Great Depression
“I am an optimist. It does not seem too much use being anything else.” -Winston Churchill Did you know one of the worst bear markets in history ended 15 years ago this past Saturday? If you were there then you no doubt remember it. Bank stocks were outright collapsing, with many down 90%. The …
Ryan Detrick
March 12, 2024
From Obscurity to the S&P 500: The Super Micro Story
Super Micro Computer may have flown under the radar a year ago, but it has since captured headlines with a staggering 1,000%+ rally and inclusion in the S&P 500. Surpassing even Nvidia, the top performer in the S&P 500 with a 250% surge over the past 12 months, Super Micro’s meteoric rise underscores its emergence …
Carson Group
March 11, 2024
It’s Simple: The Economy Is Strong Because the Labor Market Is Strong
While it seems like most people are waiting for the proverbial other shoe to drop, the economy keeps coming up with surprises. To the upside. I think that’s really been a theme over the last year, and something Ryan Detrick, Chief Market Strategist and I chatted about with Neil Dutta, about on our Facts vs …
Sonu Varghese
March 8, 2024
The 2024 Election – Tale of the Tape
The dust has settled on Super Tuesday, and it looks like the parties have chosen their champions for the November general election. Outside of American Samoa, Vermont, and Washington DC, President Joe Biden and former President Donald Trump have won every state for their respective parties. Barring something unusual, the 2024 election will be a …
Barry Gilbert
March 7, 2024