Investments
How AI May Impact the Labor Market and Interest Rates
Fed Chair Kevin Warsh’s speech in Jackson Hole last week captured a lot of headlines for its hawkish tone. The longest speech given by a Fed Chair since Janet Yellen in 2017, Warsh’s comments had a lot more than a description of the economy (hot) and policy rates (not restrictive). What didn’t get too much …
Sonu Varghese
September 2, 2026
Want the Rainbow? Put Up With the Rain (FvF Ep. 203)
In Episode 203 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle a surprise caller’s question on why oil and gas prices aren’t higher given ongoing disruptions in the Strait of Hormuz. The hosts break down global oil dynamics, including China’s massive strategic petroleum reserves, economic …
Ryan Detrick
September 2, 2026
Earnings Check-In: The Other 493 Are Catching Up
Welcome to Carson Investment Research’s Earnings Check-In for the week ending August 28, 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
September 1, 2026
Software’s Selloff (Turned Surge)
Earlier this spring, I authored ‘Software’s Selloff’ and ‘Software’s Selloff (Revisited)’ detailing the price deterioration across stocks within the software industry. Analyzing data from past software selloffs hinted at some key takeaways: the selloff was ‘young’ in February (and could have taken longer to bottom), and it was deep enough that investors could have expected …
Blake Anderson
September 1, 2026
Charts of the Week: August 24-28
Thanks for reading this week’s Charts of the Week This week’s charts cover the Fed, long-term rates, Nvidia, and the current state of the housing market. 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 24-28
Carson Research
August 31, 2026
Why The Worst Month of the Year Likely Won’t Bring Rain
“The way I see it, if you want the rainbow, you gotta put up with the rain.” Dolly Parton First off, many of my best childhood memories were taking vacations down to the Smokey Mountains. Gatlinburg, Pigeon Forge, and Sevierville all share a special place in my heart. Dolly was a legend for so …
Ryan Detrick
August 31, 2026
Don’t Just Fund a 529—Allocate Risk Wisely
With the school year just getting underway, many families are experiencing college move-ins that are emotional for several reasons. For freshmen, it is a turning point in life with newfound freedom and independence. For the parents it is often bittersweet. Watching a child that is “leaving the nest” can bring a mix of pride and …
Joel Riha-Aldrich
August 28, 2026
Nvidia’s Bullish Forecast
Nvidia’s results and forecast last night speak to the overwhelming strength of technology spending that appears to be continuing. The company handily beat expectations and used the earnings call to reinforce the idea that AI is rapidly being adopted by enterprises and consumers alike. In the face of investors questioning Nvidia’s role in future AI …
Blake Anderson
August 27, 2026
Should Interest Rates Be Even Higher?
Last week, Treasury Secretary Scott Bessent said that the Treasury was doing their buyback program (of 10- to 30-year treasuries) because yields on the long end of the curve didn’t reflect fundamentals. Via Yahoo Finance: “We have a big toolkit. Part of it is signaling here to show that we believe yields don’t reflect the …
Sonu Varghese
August 26, 2026
All About Debase (FvF Ep. 202)
In the latest episode of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into last week’s surprise Treasury announcement to double buybacks of long-end bonds after the 30-year yield hit 5.33%, its highest since 2007. Ryan and Sonu explain why this move—an “Operation Twist”-style intervention rather …
Ryan Detrick
August 26, 2026
Earnings Check-In: Checking Our Own Work
Welcome to Carson Investment Research’s Earnings Check-In. 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 Carson’s perspective on top of that. We …
Harry McDonald
August 25, 2026
Moderna’s Melanoma Milestone
Shares of Moderna surged a whopping +177% last Wednesday. The move came on the heels of a milestone readout from a medicine in its oncology portfolio known as Intismeran. Intismeran is a personalized cancer treatment designed to help the immune system recognize and attack a patient’s cancer cells based on the unique mutations in that …
Blake Anderson
August 25, 2026