Investments
Why Stocks Likely Just Bottomed
“Why not go out on a limb? That’s where the good fruit is!” Mark Twain October is living up to its name as one of the most volatile months, as there have only been 12 trading days this month (the average month has 21, so we’re a tad over the halfway point) and only four …
Ryan Detrick
October 19, 2022
The Fed is Spooking Economists
It’s the middle of October and that means being surrounded by Halloween themes. I put up Halloween decorations over the weekend – always a fun activity with the kids – and so being spooked was on my mind. And one doesn’t have to go far for that this year. The Wall Street Journal (WSJ) on …
Sonu Varghese
October 18, 2022
Everything You Wanted to Know About The CPI Report But Were Afraid To Ask
Another inflation report and more signs that inflation is staying stubbornly high. The September Consumer Price Index (CPI) rose 0.4% month-over-month, well above the 0.2% that was expected and above 0.1% last month, while the year-over-year number was 8.2%, down slightly from last month’s 8.3%. Meanwhile, core CPI (ex-food and energy) soared a huge 0.6% …
Ryan Detrick
October 14, 2022
Remembering The 1987 Crash
October is known for many things, with incredible market crashes likely being at the top of the list. The Crashes of 1929 and 1987 stand out for many investors and who could forget the selling and volatility of October 2008? In honor of the greatest drop in stock market history, we’ll take a closer look …
Ryan Detrick
October 13, 2022
Labor Market Strength Is Not Really “Bad News”
The other day I highlighted 5 charts that illustrate the strength and resiliency of the labor market. Ironically, this was perceived as “bad news” by markets. Why? Investors believe labor market strength will prompt the Federal Reserve (Fed) to continue raising rates at a torrid pace in a bid to get on top of inflation. …
Sonu Varghese
October 12, 2022
5 Charts That Show the Strength of the Labor Market
Last Friday we got yet another strong payroll report, with the headlines showing payrolls growing 263,000 in September and the unemployment rate falling to 3.5%. The first three charts below show the strength and resiliency of the labor market this year. The last two are forward-looking indicators that bode well for continued employment gains. 1. …
Sonu Varghese
October 11, 2022
3 Charts to Watch
I’ve been in Omaha at the Carson Group home office the past few days and I’ll just say that the things we’ve got coming out over the coming months are going to be awesome. Stay tuned, as we have so many ways to help investors understand what is really happening, while also helping our Carson …
Ryan Detrick
October 7, 2022
Economic Indicators Still Don’t Point to a Recession
With so much focus on the markets and the Fed, I thought it would be a good idea to take a quick look at where the economy is today. There are obviously 100’s of economic indicators we can use, including survey-based or “soft” data and “hard” data. The soft data is useful to gauge where …
Sonu Varghese
October 6, 2022
7 Things to Know About The Historically Strong Q4
“You make most of your money in a bear market, you just don’t realize it at the time.” Shelby Cullom Davis We all blinked, and it is now October, which could be good if you are hoping for higher stock prices. But, as this great quote by Shelby Cullom Davis explains, people’s decisions in a …
Ryan Detrick
October 5, 2022
Rents are Easing (Though Inflation Effects May Lag)
Over the last couple of months, inflation numbers have come in on the softer side – the consumer price index (CPI) was flat in July and rose just 0.1% in August. But this was mostly due to falling energy prices. Excluding energy and food, “core” inflation was higher, rising 0.3% in July and 0.6% in …
Sonu Varghese
October 4, 2022
Will Stocks Crash In October? Or Will October Be A Bear Killer Once Again?
First things first, we send our prayers and positive thoughts to everyone impacted by the hurricane. As someone who spent many family vacations on Sanibel Island as a kid, this one hits hard. Please stay safe down there.
Ryan Detrick
September 30, 2022
10 Answers to Questions About the Bear Market
2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.
Ryan Detrick
September 29, 2022