Investments
Charts of the Week: November 2-6
Thanks for reading this week’s Charts of the Week This week’s charts cover how the AI buildout is being funded, the labor market, an earnings season recap, and what the midterm results might mean for markets. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts …
Carson Research
November 9, 2026
Active Manager Check-In
Market volatility typically creates opportunities for active managers to distinguish themselves. In 2026, however, the market has challenged some of the fundamental principles that underpin active investment strategies. Conventional wisdom suggests that active investment management should perform better during periods of heightened volatility and market uncertainty. When markets become unsettled, security prices can diverge from …
Carson Research
November 9, 2026
Reminder: The Stock Market Is More Than Just AI
Thursday’s massive selloff (November 5th) has everyone worried about technology stocks after the blue tsunami on Election Day. I wrote about this in my prior blog and why everyone’s suddenly nervous about data centers. Thursday’s selloff more than erased the large post-election gains. But look at the two-day returns: S&P 500: -2.8% Nasdaq: -4.2% Dow …
Sonu Varghese
November 6, 2026
This Is Why Everyone’s Nervous About Data Centers
There’s no way to describe the 2026 Midterm election as anything but a blue tsunami. The Democrats gaining 56 seats in the Senate and 255+ seats in the House were tail events with less than 10% chance of happening based on some of the best pre-election models. Prediction markets were even more wrong, considering they …
Sonu Varghese
November 5, 2026
It’s the Beginning of the End of the Trump Era and Markets Are OK with That
Well, Americans have gone to the polls and, in a historic election, have resoundingly rejected how President Trump has governed in the first two years of his second term. What was at stake yesterday? 36 governorships, 35 Senate seats, all 435 House seats and lots of local elections, referendums, and ballot questions (including more than …
Barry Gilbert
November 4, 2026
When Will the Madness End? (FvF Ep. 212)
In Episode 212 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, ask the question on every investor’s mind: when will the madness end? With the Nasdaq 100 down 6.66% in October and the S&P 500 up just a penny over the past five months, the hosts …
Ryan Detrick
November 4, 2026
Earnings Check-In: Following the Money
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
November 3, 2026
Three Things To Watch Heading Into Midterm Elections
“The business of America is business.” President Calvin Coolidge Did you know the S&P 500 gained one penny from the end of May until the end of October? That’s right, for five months it has pretty much gone nowhere, and thanks to Phil Rosen, Chief Market Strategist at Silvia, for that nugget. Taking this …
Ryan Detrick
November 3, 2026
Social Hour With Alvin Graylin (FvF)
The Social Hour is back, and this live stream landed on one of the wildest days of the month. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Alvin Graylin, Digital Fellow at the Stanford Institute for Human-Centered AI, Senior Fellow at the Asia …
Ryan Detrick
November 3, 2026
Charts of the Week: October 26-30
Thanks for reading this week’s Charts of the Week This week’s charts cover the Fed, the current AI trend, headwinds in today’s economy, and how the AI companies are handling the capex boom. 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
November 2, 2026
Tech Earnings Spook Investors
Investors (in)digested results from some of the world’s largest technology-focused companies this past week. All three major companies (AMZN, GOOG, and MSFT) traded lower the day after their respective earnings reports. Alphabet’s results in particular spooked investors, with a lackluster price reaction perhaps explained by weakening fundamentals. Amazon, however, provided a rare long-term view of …
Blake Anderson
November 2, 2026
Live From Excell 2026 (FvF)
In this special release of Facts vs Feelings, recorded live at the Excell Conference 2026, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, are joined by Ed Fitzpatrick, Managing Director and Portfolio Manager at JP Morgan, who leads the firm’s U.S. rates team and manages its largest core bond strategy. …
Ryan Detrick
October 30, 2026