Investments
A Big Win for the Bulls
“We may not know where we are going, but we better know where we stand.” Howard Marks, Co-Founder of Oaktree Capital Management A little-known technical indicator triggered in the first quarter, and it could bring smiles to the bulls. This one is known as the December Low indicator, and it is fairly straightforward: when the …
Ryan Detrick
April 5, 2023
3 Reasons the Dollar Isn’t Going Away Anytime Soon
There’s always been talk about the U.S. dollar (USD) losing its dominant currency status globally, but lately, the chatter seems to have increased, especially since Russia’s invasion of Ukraine, which saw the US impose severe and expansive sanctions on Russia and Russian officials – enabled by the fact that the US treasury has jurisdiction over …
Sonu Varghese
April 4, 2023
Here Come the April Flowers
It was anything but smooth, but stocks are set to begin 2023 with a solid start, with the S&P 500 up more than 5% for the year with one day to go in the first quarter. Although we continue to hear how bad things are, we’d like to note that these gains came on the …
Ryan Detrick
March 31, 2023
Outlook 2023: What Does the Rest of the Year Have in Store?
2023 has gotten off to a strong start for investors, with stocks bouncing back and inflation continuing to ease. But there have also been some bumpy periods that have rattled the markets, including the recent collapse of Silicon Valley Bank. With the first quarter behind us, what does the rest of 2023 have in store? …
Carson Group
March 31, 2023
Chipping In: The Future of US Manufacturing 🪨
Here’s something really positive about the US economy It’s hard to get away from the negative headlines that have accompanied the Silicon Valley Bank crisis. Recession calls have seen a renewed uptick since the crisis unfolded, whereas they were dying down prior to that, thanks to positive economic data in February and early March. Note …
Sonu Varghese
March 30, 2023
Gold: The Shiny Rock is Shining
Most risky assets have had a volatile stretch since the Silicon Valley Bank crisis began. The S&P 500 Index has recovered but is still down about 0.5% between March 8th (the day prior to the crisis unfolding) and March 28th. In a welcome change from last year, bonds have zigged while stocks zagged, with the …
Sonu Varghese
March 29, 2023
Would You Believe Me If I Told You?
They call it March Madness for a reason, but this is getting a tad extreme. Besides the fact that no 1, 2, or 3 seeds made the Final Four, the real madness can be found in the financial world. What we’ve seen so far this March has been unbelievable in so many ways. In fact, …
Ryan Detrick
March 28, 2023
The Stock Market is Built to Recover
Carson Investment Research recently published our 8 Principles of Equities. After a difficult year like 2022, the second principle is rather timely—the stock market is built to recover. It’s seen wars, recessions, depressions, pandemics, terrorist attacks, and speculative bubbles that crashed spectacularly. Not only did the stock market recover from the worst drawdowns in history, …
Carson Research
March 27, 2023
Jeremy Siegel Joins Carson Research’s Facts vs. Feelings Podcast
This week we dropped the 26th episode of our Facts vs. Feelings podcast, and it was a good one. We had Professor Jeremy Siegel on with Sonu and myself, and boy, did we have fun. Here are some highlights from our discussion. I won’t give it all away, as we want you to watch it …
Ryan Detrick
March 24, 2023
The Fed Expects Banking Stress to Substitute for Rate Hikes
The Federal Reserve raised the federal funds rate by 0.25% at their March meeting, bringing it to the 4.75-5.0% range. This is the ninth-straight rate increase and brings rates to their highest level since 2007. However, the most aggressive tightening cycle since the early 1980s, which saw them lift rates all the way from near …
Sonu Varghese
March 23, 2023
What Now? An Update on Recent Bank Stress.
It’s been less than 2 weeks since Silicon Valley Bank’s stunning 48-hour collapse, and a few more banks have been caught in the fray. New York regulators closed the doors on Signature Bank on Sunday, March 12. A week later, US banks injected $30 billion into First Republic Bank to keep it afloat, and UBS …
Carson Research
March 22, 2023
Is This The Most Important Chart in The World?
The latest worry du jour has been about Swiss Banking giant Credit Suisse Group AG (CS). Think about this, it was down 24% last week and then another 53% on Monday. Here’s the catch, it was down more than 90% from the all-time highs at the beginning of last week before all the really bad …
Ryan Detrick
March 21, 2023