Investments
Celebrating #200 With Art Hogan (FvF Ep. 200)
Celebrating 200 episodes, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take Facts vs Feelings on the road to Boston for a live show, joined by special guest Art Hogan, Chief Market Strategist at B. Riley Wealth. Art opens by explaining his opinion on why the …
Ryan Detrick
August 12, 2026
Earnings Check-In: How Much of This Do We Keep?
Welcome to Carson Investment Research’s Earnings Check-In for the week ending August 7, 2026. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add …
Harry McDonald
August 11, 2026
Back to Your Regularly Scheduled Bull Market
“Bull markets are like a cruise ship. Once they get moving, they are hard to slow down, hard to stop, and very hard to turn around.” Ryan Detrick, Carson Group’s Chief Market Strategist Stocks soared last week, with the S&P 500 gaining more than 3.5% while the tech-heavy Nasdaq soared more than 5%, both making …
Ryan Detrick
August 11, 2026
Charts of the Week: August 3-7
Thanks for reading this week’s Charts of the Week This week’s charts cover the latest payroll data, unemployment rates, return drivers, and the latest CapEx numbers. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: August 3-7
Carson Research
August 10, 2026
ROCs & SOCs Revisited
The divergence in performance between the ‘Receivers of Capital’ and ‘Spenders of Capital’ has narrowed in recent weeks. Before this latest earnings season, the relative performance was suggestive of value being transferred from spenders to receivers, rather than being mutually created. However, this earnings season lent credence to the idea that the spenders are still …
Blake Anderson
August 10, 2026
Payrolls Are Looking Shaky Once Again, But the Labor Market Is Fine
Last month I wrote that the payroll data threw us a bit of a curveball, and here we are again. The economy shed 23,000 jobs in July, well below expectations for an 80,000 gain. The headline number looks ugly, but payroll data comes with a lot of noise, and the noise has been especially loud …
Sonu Varghese
August 7, 2026
Other Tech Earnings Highlights
Palantir and SpaceX moved in opposite directions following their respective earnings reports. Both companies detailed the significant drivers of their AI-focused business and how they’re making the most of the current environment. Palantir’s Pop Shares of Palantir logged their second-best day ever following the company’s earnings report, popping +29% on Tuesday. Investors cheered the company’s …
Blake Anderson
August 6, 2026
Why We Believe Strategy, not Tactics, Is Often the Key to Meeting Investing Goals
We often share our tactical views in our blogs, interpreting recent macro data, looking at policy and geopolitics, monitoring earnings and valuations, and discussing the expected impact on markets from the next three months to three years. We also frequently include strategic perspectives, but the amount of strategic coverage versus tactical is probably about the …
David Matzko
August 5, 2026
One Trillion Dollars (FvF Ep. 199)
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, open with a cautionary tale from the AI-focused hedge fund Situation Awareness, whose founder went from up more than 400% year-to-date to a 67% collapse in July, a stark reminder that …
Ryan Detrick
August 5, 2026
Earnings Check-In: Amazon Now?
Welcome to Carson Investment Research’s Earnings Check-In for the week ending July 31, 2026. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add …
Harry McDonald
August 4, 2026
A Flat July for the S&P 500 Reveals Possible Futures in the Details
July was an interesting month for markets. The S&P 500 was nearly flat, falling only 0.06% (including dividends). At the same time, the volatility around AI names was enough to blow up the AI-leveraged hedge fund Situational Awareness. Even with the S&P 500 decline and the near-term correction for AI stocks, there were plenty of …
Barry Gilbert
August 4, 2026
Charts of the Week: July 27-31
Thanks for reading this week’s Charts of the Week This week’s charts cover the latest Fed meeting, inflation, AI-related CapEx, consumer confidence, and why some returns just aren’t making a ton of sense. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: …
Carson Research
August 3, 2026