Investments
16 Charts (and Tables) to Know This Election Year
“Americans will always do the right thing – after exhausting all other possibilities.” -Winston Churchill With Super Tuesday now in the books, the fact that we have a presidential election coming this November is getting very real. Although we aren’t going to predict who will be our next president, we are going to share …
Ryan Detrick
March 6, 2024
Election Special with Libby Cantrill of PIMCO
As the race to the White House heats up, experts from the financial sector weigh in on the high-stakes implications of the upcoming presidential election. Today on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the upcoming presidential election’s potential effects …
Ryan Detrick
March 6, 2024
5 Things that Are Unlikely to Change Irrespective of Who Wins The 2024 Election
The 2024 Presidential Election is looking like a toss-up, as is control of Congress, although Republicans are solidly favored to flip the Senate. At the same time, the candidates haven’t really discussed their post-election policy preferences in any detail beyond just broad statements. There’re clearly a lot of things that will depend on who wins …
Sonu Varghese
March 5, 2024
The Architect of Berkshire Hathaway: Remembering Charlie Munger
“Be fearful when others are greedy, and be greedy when others are fearful.” Warren Buffett Warren Buffett opened his annual letter with a heartfelt tribute to his late friend and investment partner, Charlie Munger. Charlie passed just before his 100th birthday but, as Buffett writes, “should be forever credited with being the architect” of …
Carson Group
March 4, 2024
Here’s Why We Believe the Economy is Doing Fine
Happy March 1st! Yesterday was Leap Day and we threw an extra special Facts vs Feelings event to celebrate: a 4 hour live stream with some of the top experts in the world of investing and finance, including Dan Ives (Managing Director and Senior Equity Research Analyst at Wedbush Securities), Cathie Wood (Chief Executive Officer …
Sonu Varghese
March 1, 2024
Why Stocks Up In Both January And February Is Quite Bullish
“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 First off, happy Leap Day! We get an extra day every four years and hopefully you have fun today. Well, so much for February being a historically weak month. …
Ryan Detrick
February 29, 2024
Join Us for Live on Leap Day with Facts vs Feelings – Invest your Bonus Day
2024 gives us an extra day on the calendar, and what better way to spend it than taking a deep dive into the markets and this year’s economic outlook. Join Carson Group Investment Research team rock stars and podcasters Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist, for the inaugural Live …
Carson Group
February 29, 2024
It Is a NVIDIA World, We Are Just Living in It
Can NVIDIA sustain its remarkable earnings growth? This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the stock market’s current state, with a special focus on NVIDIA’s stellar earnings and the market’s overall positioning. They discuss their strategic investment …
Ryan Detrick
February 28, 2024
Warren Buffett Once Again Shows Why We Think He’s the Best Investor Ever
Warren Buffett just released his 2023 shareholder letter, and as always, it was a masterclass in explaining corporate finance concepts in simple English (something all of us can aspire to). Buffett also had a nice tribute to his long-time business partner/friend, Charlie Munger, who passed a few months ago. One thing in that tribute caught …
Sonu Varghese
February 28, 2024
Ryan Appears on The Compound and Friends
I was in New York City last week to join my friends Josh Brown, CEO at Ritholtz Wealth Management, and Micheal Batnick, Managing Partner at Ritholtz Wealth Management, on their popular podcast, The Compound and Friends (TCAF). I’ve known Josh and Mike for well over a decade now and, in my opinion, they are two …
Ryan Detrick
February 27, 2024
Meta’s Meteoric Recovery: Like it on Facebook & Instagram
Meta, formerly known as Facebook, delivered a stunning update that caps one of the most impressive turnarounds in recent memory. Following its earnings report, shares soared more than 20% to reach all-time highs, eclipsing $450, or a fivefold increase from the lows of $90 reached in late 2022. This monstrous move set a new record …
Carson Group
February 26, 2024
NVIDIA’s Blockbuster Earnings All About the Supply/Demand Imbalances for AI
“Oh NVIDIA, oh NVIDIA, say have you met NVIDIA? NVIDIA the AI chip maker?” -Groucho Marx (adapted) In yesterday’s blog by my colleague Jake Bleicher we took a look at chipmaker NVIDIA’s latest earnings report and the wide range of places where artificial intelligence (AI) is being deployed. Today we take another look and some …
Barry Gilbert
February 23, 2024