Investments
ARM’s Helping Hand in AI Adoption
Artificial intelligence (AI) has ushered in a new computing standard and ARM’s technology is becoming a design of choice. Investors were blindsided by how well this company has been doing in the AI arms race and sent shares more than 50% higher the day after its recent earnings report. Sales are booming as customers are …
Blake Anderson
April 1, 2024
Here Comes the Usually Bullish Month of April
“April is a moment of joy for those who have survived the winter.” –English writer Samuel Johnson The bull market continues and with one day to go in the first quarter, it is looking like more gains for stocks this month. The S&P 500 will also be up a very impressive five months in …
Ryan Detrick
March 28, 2024
Leading Indicators Catch Up With the Economy
The Conference Board’s Leading Economic Index (LEI) gained month over month in February after 23 consecutive months of declines. Carson Investment Research’s proprietary leading indicator, which never signaled recession, continues to point to near-trend growth, versus the Conference Board’s forecast of slowing growth. The end of extended Conference Board LEI declines has generally been a …
Barry Gilbert
March 27, 2024
Talking About the Resilient Economy with Neil Dutta
“Inflation is on a glide path lower.” Neil Dutta from RenMac LLC shares his thoughts with us today on Facts vs Feelings, offering a fresh perspective on the current economic landscape. Despite a rocky start in January, there’s a sense of optimism in the air. In this episode, Ryan Detrick, Chief Market Strategist at Carson …
Ryan Detrick
March 27, 2024
Why a Strong Start to 2024 Is Bullish for the Rest of the Year
“Just a little bit more.” -John D. Rockefeller, founder of the Standard Oil Company and one of the richest men ever, when asked about how much money it takes to make one happy. On the heels of about a 25% gain for the S&P 500 last year, stocks are up about 10% already in …
Ryan Detrick
March 26, 2024
Championing Change: Spotlighting Remarkable Women CEOs
“Empowering women isn’t just the right thing to do – it’s the smart thing to do. When women succeed, nations are more safe, more secure, and more prosperous.” – Barack Obama The Carson Women’s CEO Strategy is driven by a clear mission: to cast a spotlight on women occupying the highest echelon of corporate …
Carson Group
March 25, 2024
Why High Interest Rates Haven’t Hurt the Consumer and Maybe Even Helped
“To see what is in front of one’s nose is a constant struggle.” -George Orwell What I’m about to say might not go over well, but I’m going to do it anyways. Would you believe that in some ways higher interest rates have actually helped consumers? I get it. Half of you are furious …
Ryan Detrick
March 22, 2024
A Dovish Fed Signals Rate Cuts Amid Strong Economy – That’s Bullish
The Federal Reserve (Fed) left rates unchanged at their March meeting, but the headline was that the median official continues to project three interest rate cuts in 2024, each worth 0.25%-points. Going into this meeting, a big question was whether Fed members would lower that projection to just two cuts in their summary of economic …
Sonu Varghese
March 21, 2024
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