Investments
Inside Nvidia’s Earnings: Accelerating Demand for AI
“Forget self-driving cars, AI is transforming every industry, and Nvidia is at the center of it all” – Venture Capitalist, TechCrunch With bated breath, investors eagerly awaited the final earnings report of the “magnificent 7.” Among the seven, Nvidia’s report was perhaps the most hotly anticipated, given it’s the driving force behind accelerated computing and …
Carson Group
February 22, 2024
This Economy Is Also Working Well for Lower Income Workers
We’re starting to see a bounce in consumer confidence as Americans increasingly recognize the strength of the economy. Keep in mind that the economy grew 3.1% in inflation-adjusted terms last year, well above the 2010-2019 trend of around 2.5%. So, it’s welcome news that the soft sentiment data is catching up to the strong hard …
Sonu Varghese
February 21, 2024
Did the Economy Actually Slow Down?
We are confronted with a key question as we deal with economic downshifts and market swings. Does the latest data really reflect an economic slowdown? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze various indicators to assess the pace of economic …
Ryan Detrick
February 21, 2024
One Worry Right Now? The Calendar.
“I’ve been on a calendar, but I’ve never been on time.” -Marilyn Monroe The S&P 500 fell slightly last week. It was probably due to happen, as this comes on the heels of the first time in history the index was higher 14 out of 15 weeks while advancing more than 20%. In other …
Ryan Detrick
February 20, 2024
Why the Consumer and Households Appear to Be in the Best Shape in Decades
“Not everything that can be counted counts.” -Albert Einstein As you’ve probably heard many times by now if you follow the headlines, the US consumer is flush with debt and about to go under in a surge of bankruptcies and the end of civilization could be near. I’m joking, of course. We don’t think that’s …
Ryan Detrick
February 16, 2024
Five Basic Questions on Investing in Artificial Intelligence
Artificial Intelligence (AI) had two big moments in the popular imagination over the last two years: the extremely successful rollout of ChatGPT in late 2022 and chipmaker Nvidia’s blockbuster earnings report in May 2023. While these moments captured the public imagination, AI has already been playing an important role for many businesses and in our …
Barry Gilbert
February 15, 2024
Talking about Bitcoin ETFs with Matt Hogan
Bitcoin ETFs are one of the most anticipated and debated developments in the crypto space. What are the implications for the market, the economy, and crypto’s future? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, speak with Matthew Hougan, Chief Investment Officer …
Ryan Detrick
February 14, 2024
January Inflation Came in Hot, But Let’s Calm Down Here
Ouch! That was my reaction to the hotter-than-expected January Consumer Price Index (CPI) report, though that was mild compared to what happened in markets. The S&P 500 fell 1.4% on Tuesday. Bond prices fell as well, with 2-year and 10-year Treasury yields jumping 0.14%-points to 4.63% and 4.31%, respectively. This was on the back of …
Sonu Varghese
February 14, 2024
S&P 5,000 Is Here, Now What?
“It has happened before.” Coach Lou Brown on winning streaks in Major League II Stocks have picked up right where they left off last year, with new highs across the board and the S&P 500 officially closing above 5,000 for the first time. Although on the surface there isn’t much of a difference between 5,000 …
Ryan Detrick
February 13, 2024
AI’s Meteoric Rise Is Backed by the Cash
“AI is no longer science fiction; it’s science fact. It’s woven seamlessly into the fabric of our daily lives, from the moment we wake up to the moment we go to sleep.” – Fei-Fei Li, Stanford University This earnings season has highlighted how rapidly artificial intelligence is becoming a ‘real thing.’ The last several years …
Carson Group
February 12, 2024
There’re Reasons to Be Optimistic About Productivity
Productivity growth surged at an annual rate of 3.9% over the last three quarters of 2023, which is the largest non-recessionary gain we’ve seen since the late 1990s, and more than double the pace of productivity growth between 2005 and 2019. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” (download here), productivity …
Sonu Varghese
February 9, 2024
Welcome to the Year of the Dragon and Why We Remain Cautious on China
“Bulls make money, bears make money, and pigs get slaughtered.” -Old Wall Street saying We already had our New Year here in the United States, but the Chinese New Year begins on February 10th and with it the Year of the Dragon. The Dragon is very important in Chinese culture and it will be …
Ryan Detrick
February 8, 2024