Investments
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
The Spookiest Trends in ETFs Right Now
Happy Halloween “observed”. I had no choice but to use some kind of scary synonym in the title, as we approach a Saturday Halloween. I wanted to revisit some observations from a couple of months back, and observe some trends in the Exchange-Traded Funds (ETF) world that are important to point out – and also …
Grant Engelbart
October 30, 2026
The Fed’s Fiddling (“Waiting For Information”) While Things Run Hot
Kevin Warsh didn’t want to give forward guidance. But guidance from his fellow members more or less trapped the Fed into holding rates unchanged in October, despite their own description of 1) a “strong” economy (upgraded from “solid”), 2) job gains keeping pace with the workforce and steady unemployment, and 3) elevated inflation. The Fed …
Sonu Varghese
October 29, 2026
Anthropic Showed AI Can Make Money, but the Buildout Has To Prove It
I’ve written a lot about the AI investment boom, especially the hundreds of billions of dollars being poured into chips, data centers, and power. The open question has always been whether the economics behind all this spending holds up. Anthropic just gave us a fascinating look under the hood, in the S-1 prospectus it filed …
Sonu Varghese
October 28, 2026
Be Careful What You Wish For (FvF Ep. 211)
In Episode 211 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, explain why investors should be careful what they wish for when it comes to market breadth. After years of complaints about narrow leadership, breadth finally arrived, with 324 of 500 S&P 500 stocks gaining on …
Ryan Detrick
October 28, 2026
Earnings Check-In: The Bill Shows Up in Cash
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
October 27, 2026
Tomorrow Is the Fed, and It Is Also the Best Day of the Year
“I never worry about the problem. I worry about the solution.” – Shaquille O’Neal We know two things: Tomorrow is historically the best day of the year for stocks, and Kevin Warsh has been at the Federal Reserve (Fed) for three meetings, and the S&P 500 fell 1.21% in June, 1.52% in July, and …
Ryan Detrick
October 27, 2026
Charts of the Week: Oct. 19-23
Thanks for reading this week’s Charts of the Week This week’s charts cover how the AI trade is unfolding, the start of earnings season, and the biggest single-day drop in financial markets 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: …
Carson Research
October 26, 2026
Tech Spenders Outpace Receivers As Earnings Approach
This week’s Big Tech earnings will likely feature investors scrutinizing the spending plans of cloud computing hyperscalers. As we approach this earnings season, the performance of these ‘Spenders of Capital’ has outpaced that of the ‘Receivers of Capital’ and may suggest that the perceived returns on investment are changing as well. Company commentary and investor …
Blake Anderson
October 26, 2026
You Want Market Breadth? You Got It, but Be Careful What You Wish For
Everyone’s been complaining that the market lacks breadth, and now we have more of it. On October 22, 324 of 500 S&P 500 companies gained, with the median stock up 1.09% (177 gained over 2%). Yet the S&P 500 fell 1.36%, technology plunged 3.3%, and the Goldman Sachs Broad AI Index dropped 6.01%. Nine of …
Sonu Varghese
October 23, 2026