Investments
Carson Research’s Weekly Earnings Update
“The Waiting” Tom Petty’s 1981 classic “The Waiting” was inspired by a Janus Joplin quote; “I love being onstage. Everything else is just waiting.” We feel the same about earnings season. This is the main event. It only happens every three months. Everything else in between (news headlines, analyst rating changes, charts, etc.) is just …
Carson Research
January 30, 2023
The Economy Had a Strong Close to ’22…Now What?
The latest GDP growth numbers for Q4 2022 came in at 2.9% quarter-over-quarter (annualized rate), which was higher than expectations for a 2.6% reading. This is only slightly below the Q3 growth rate of 3.2%. Over the full year, GDP growth was up just 1% compared to the end of 2021. But this hides the …
Sonu Varghese
January 27, 2023
FvF On Location: Searching for Buffett
Markets and McMuffins, what could be better? In this episode, Ryan and Sonu take the podcast on the road, to Omaha, Nebraska, to be exact, to channel one of the greats… Or at least eat like him. Buffett, Inflation, and automation are just a few topics on the menu. Join us to hear what …
Ryan Detrick
January 26, 2023
Why This Stock Market Is Like The Cincinnati Bengals
“Better send those refunds.” Joe Burrow, after beating the Bills 27-10 First things first, I’m a diehard Cincinnati Bengals fan and have been my whole life. One of my first memories was the 1988 season and the crushing last-second defeat in the Super Bowl to Joe Montana and the 49ers. They didn’t win a playoff …
Ryan Detrick
January 24, 2023
Weekly Earnings Update: “The Waiting”
Note that none of this commentary constitutes buy/sell/hold recommendations. We selected Tom Petty’s “The Waiting” as our theme song for this reporting season in our recent Earnings Preview. We feel that it captures investors’ sentiment as we await to see if this sideways market can find direction, either through evidence of an incoming recession or …
Carson Research
January 23, 2023
More Good News for Rental Inflation
Carson Investment Research just released its 2023 outlook, which we titled “The Edge of Normal.” The big theme for 2022 was higher-than-expected inflation, which surged to the highest level since 1981. This resulted in the Federal Reserve embarking on its most aggressive rate hike cycle in 40 years, which led to an ugly 2022 for …
Sonu Varghese
January 20, 2023
2023 Market Outlook Highlights
Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.
Carson Research
January 20, 2023
Carson Investment Research’s Outlook ’23: The Edge of Normal
At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here: As you are all painfully aware, 2022 wasn’t pretty for investors – it was the first year to ever see both stocks …
Carson Research
January 19, 2023
Staying Classy: Market Breadth, Buying Thrusts, and Brian Fantana
“They’ve done studies, you know. 60% of the time, it works every time.” -Brian Fantana (a.k.a. Paul Rudd) in Anchor Man The big rally to start in 2023 is a welcome change from what we saw last year, but the extreme nature of the rally could be a significant clue that higher prices could be …
Ryan Detrick
January 18, 2023
Earnings Preview: Waiting is the Hardest Part
“The waiting is the hardest part. Every day you see one more card.” -Tom Petty Note: Individual equities discussed within are examples to show earning season trends and sector performance; They should not be viewed as buy/sell/hold recommendations. “The Waiting” was the lead single from Tom Petty and the Heartbreakers’ Hard Promises album in 1981 …
Carson Research
January 17, 2023
Yes, Inflation is Headed Lower
After the October inflation report, I wrote that “one month does not make a trend.” After the November report, I wrote that we have the “making of a trend.” We now have a trend! Headline inflation fell 0.1% in December, the slowest pace since May 2020. Inflation has now decelerated to 6.5% year-over-year, quite a …
Sonu Varghese
January 13, 2023
A Trifecta for Stocks in 2023?
“If you torture numbers enough, they will tell you anything.” Yogi Berra Stocks have seemingly gone up each day this year, which is quite different from what we all experienced last year. Today I’ll look at some potentially positive developments which indeed could have bulls smiling in 2023. It’s been a strong start to 2023, …
Ryan Detrick
January 12, 2023