Insights Investments

“It is human nature to overestimate risk and underestimate opportunity.” Jeff Bezos Here are a few things I’ve been thinking about lately. Bad Days Happen Last Friday, the S&P 500 fell 2.6%, marking the worst day of the year. Yes, it didn’t feel good, but after the historic nine-week rally, it would have been foolish …

With the huge run-up in AI-related stocks, the obvious comparison everyone makes is to the 1990s. However, beyond the fact that we have transformational technology in the works now, akin to the internet in the 1990s, there’s not a lot else that’s common. For one thing, real GDP growth averaged 4.5% from 1996-1999, whereas it’s …

Retirement portfolio management presents a fundamentally different set of challenges than accumulation-phase investing. The transition from building wealth to distributing it introduces risks that traditional asset allocation frameworks were never fully designed to address. Among the most compelling structural solutions to emerge from decades of practice is the bucketing investment approach, a time-segmented framework that …

In Episode 191 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from Chicago with Jeff Kilburg, Founder and CEO & CIO at KKM Financial, and Jim Bianco, President at Bianco Research, for a wide-ranging conversation on where markets stand now …

Starting this week, the most-watched sporting event on the planet officially kicks off. What makes this year’s FIFA World Cup more special for the United States is that this is the first time our country has served as a host of the tournament since 1994. However, this year’s tournament has two unique traits compared to …

I was honored to be a guest on Facts vs Feelings last week! Ryan, Sonu, and I tackled one of the hottest topics of 2026 – the SpaceX IPO. Below are some of the charts I referenced when talking about SpaceX (the company) and SPCX (the IPO)! I’ve added a couple of additional points we …

Thanks for reading this week’s Charts of the Week This week’s charts talk about the re-accelerating labor market, entry-level unemployment, company margins, and June’s return history. 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: June 1-5

So much for the “AI is killing jobs” narrative, let alone “the Fed should keep rates low to protect the labor market”. We’ve been in the camp since the start of the year that the labor market looks better than a lot of economists, market bears, and even the good folks at the Federal Reserve …

Many people, when they start paying attention to investing, run into the same problem: the vocabulary is enormous, and nobody explains how the pieces fit together. Stocks, bonds, ETFs, mutual funds, CDs, money markets, private equity, venture capital… it sounds like a different language, and the financial world tends to assume you already know it. …

With the upcoming SpaceX IPO and Anthropic also filing a confidential draft S-1, IPOs are in the news, to say the least. I thought it would be interesting to look at some historical stats on IPOs, and conveniently, Professor Jay Ritter at the University of Florida maintains a comprehensive IPO data hub covering IPOs from …

In Episode 190 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the SpaceX IPO and what it could mean for indexes, mega-cap weights, and the next phase of the AI trade. They’re joined by Blake Anderson, Director of Portfolio Management …