Uncategorized
10 Takeaways From Our Conversation With Cliff Asness
Ryan Detrick and I just celebrated recording our 150th episode of Facts vs Feelings. It’s been three years since we got started and we want to thank you all wholeheartedly for the amazing support. Our listens and views have been growing, and we’ve had a lot of fun along the way, including having some amazing …
Sonu Varghese
August 27, 2025
Why Friday Could Be A Historically Bullish Trigger
“I know one thing, that I know nothing.” Socrates The S&P 500 was down five days in a row heading into Friday of last week, although the losses were fairly minor with only one day down more than 0.5% (and that one barely). Then Jerome Powell opened the door for a rate cut in …
Ryan Detrick
August 26, 2025
Gold Is Shiny Enough for a Strategic Portfolio Allocation
We’ve made no secret for our love for the shiny object over the last two and half years (and not just because my name is derived from the Hindi word “sona,” which means gold). I wrote about gold as a crisis hedge back in March 2023, amid the Silicon Valley Bank Crisis. We were amongst …
Sonu Varghese
August 14, 2025
7 Policy Mistakes That Could Undermine Our Bullish Policy Outlook Updated
“If pro is the opposite of con, does that make progress the opposite of Congress?” -famous quip On July 20, we passed the first six months of the second Trump administration, or 1/8 of the way into Donald Trump’s second term. Over time we have been updating our view of potential policy risks, within the …
Barry Gilbert
August 7, 2025
Five Things We Are Watching
“You won’t lose your job to AI, you’ll lose your job to someone who uses AI.” Jenson Huang, CEO at NVIDIA I read a lot each week and it seemed like the past few days I’ve come across some very interesting charts or ideas. In today’s blog, I wanted to share some of what I’ve …
Ryan Detrick
July 22, 2025
What the Last Six Months in Markets May Mean for the Rest of the Year
Monday, June 30, concluded an extraordinary first half for markets. The end of the half is always a good time to look at what’s been happening in markets and think about implications for the second half of the year. Here are some highlights from the first half of the year and what they might tell …
Barry Gilbert
July 3, 2025
Carson Group Fully Acquires Jacob William Advisory in Maryland
Omaha, Neb. – July 1, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced that it will acquire Jacob William Advisory in Cockeysville, Md., led by founding partners and wealth advisors Mark Ring and Dan Morrison, CFP®, ChFC®, CASL®. The team manages approximately $300 million in …
Carson Group
July 1, 2025
The Fed Stays on The Sidelines, Paralyzed by Tariffs and Who Is Paying Them
The Federal Reserve (Fed) kept rates unchanged in the 4.25-4.50% range at their June meeting, as was expected. The most notable change in their official statement was that the Fed believes uncertainty concerning the economic outlook has reduced – but that’s only relative to a couple of months ago (post-Liberation Day). They still believe uncertainty …
Sonu Varghese
June 20, 2025
Why Mom and Pop Might Now Be the Smart Money
“The stock market is a device for transferring money from the impatient to the patient.” Warren Buffett, Chairperson at Berkshire Hathaway We’ve been talking a lot the how during this near bear market and historic bounce back of 2025, retail investors have been buying aggressively, while institutional money managers have been scared and underinvested. Historically, we’ve …
Ryan Detrick
May 27, 2025
You Never Know
“You never know when you will get that call. Enjoy yourself.” Ryan Detrick, Chief Market Strategist at Carson Group Today is the Friday before Memorial Day weekend, which is a day I will never forget. One year ago today my baby brother called me, which at first seemed similar to the thousands of other times …
Ryan Detrick
May 23, 2025
Worries And Uncertainty Grow, But There Are Positives
“Everybody in the world is a long-term investor until the market goes down.” – Peter Lynch, famed manager of the Fidelity Magellan Fund After the S&P 500 gained nearly 6% two weeks ago, there was some well-deserved giveback last week and again on Monday. Sparking the weakness last week was a big down day on …
Ryan Detrick
April 22, 2025