Investments
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
Technology Earnings Review
Investors digested earnings reports from some of the largest tech companies in the past two weeks. The all-important capital expenditure guidance moved higher for this cohort, reflecting perhaps both ambitious spending desires and tangible profits. Microsoft and Amazon detailed some of the early payoffs they’re seeing, though Alphabet and Meta investors felt a bit queasy. …
Blake Anderson
August 3, 2026
Are You Not Entertained?
“Are you not entertained?” Maximus Decimus Meridius (Russell Crowe) in Gladiator (2000) after he quickly disposes of all of his opponents in the arena Are we having fun yet? Let’s just start with the KOSPI in South Korea. It had outright crashed to the tune of 44%, until Friday, when it soared a record 17%! …
Ryan Detrick
July 31, 2026
The Fed’s Going to Let It Run Hot (Until They Don’t)
Federal Reserve (Fed) Governor Chris Waller recently said that sternly staring at inflation until it melts before our withering gaze is not an option. Yet that appears to be exactly what the Fed plans to do. The Fed kept rates unchanged at its July meeting in a 9-3 vote, with three dissents showing the committee …
Sonu Varghese
July 30, 2026
Course Management and Investing
If you know me, you know I’ve gotten deep into golf over the past couple of years. Probably deeper than my handicap justifies. However, playing golf allowed something to click that I hadn’t expected to think about on a golf course related to the investment universe. I spend my working hours looking at market data. …
Harry McDonald
July 29, 2026
Welcome to the Chip Crash (FvF Ep. 198)
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into Apple reclaiming its title as the world’s largest company by market cap after sitting out the AI spending race, while hyperscalers like Google, Amazon, and Microsoft pour ever-larger sums …
Ryan Detrick
July 29, 2026
Earnings Check-In: Alphabet…
Welcome to Carson Investment Research’s Earnings Check-In for the week ending July 24, 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
July 28, 2026
Charts of the Week: July 20-24
Thanks for reading this week’s Charts of the Week This week’s charts cover the recent Oil spike, the Fed’s rate decision, sector dispersion, and how the banking sector is doing just fine right now. We’ll keep publishing Charts of the Week every Monday (even though today is Tuesday!) To view this week’s Charts of the …
Carson Research
July 28, 2026