Insights Investments

How this works (a quick one-time intro): Each week during earnings season we will begin to publish a short read on how S&P 500 companies are doing. It’s built from FactSet’s Earnings Insight report (John Butters), with index and market-cap data from YCharts, aggregated in-house. Every figure ties back to FactSet’s published numbers; we simply …

You might have heard this before, but the S&P 500 gained again last week, with many more new highs across the board. Sparking the rally was hope for progress on an agreement with Iran, but we’ve been here before. Still, oil fell 10% last week as traders remained optimistic we would see some movement toward …

Earlier this spring, I authored ‘Software’s Selloff’ 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 significant earnings deterioration. With …

Thanks for reading this week’s Charts of the Week This week’s charts talk about our new earnings dashboard, why consumers feel so terrible right now, consumption, and why a new Fed chair isn’t that worrisome. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of …

Inflation has been a big story recently, especially after the U.S.-Iran war started. We’ve pointed out that inflation was a growing problem even prior to the war and isn’t limited to an energy shock. Yet, the energy shock and higher pump prices are how inflation has been most salient for households. There was a school …

“Are we in a bubble?” The question echoed over the sounds of Memorial Day weekend. As markets continue to make new highs – in some ways in extraordinary fashion – many investors are likely asking this same question. How long do you ride a wave until it crashes ashore? The short answer is there is …

You would be surprised how often I’m asked how many positions there should be in a portfolio or simply hear concerns that there are too many (or too few). A variant on this is concern about position sizes—more often that they’re too small, but occasionally that they’re too big. The mushy but true answer is …

In Episode 189 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the disconnect between how people feel about the economy and what the hard data is actually showing. They connect the dots between oil prices, inflation expectations, Treasury yields, and …

Thanks for reading this week’s Charts of the Week This week’s charts reveal our brand new earnings dashboard, bonds, interest rates, Nvidia earnings, and a chart on China. 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: May 18-22

“We really can’t forecast all that well, and yet we pretend that we can, but we really can’t.” Alan Greenspan, the 13th Federal Reserve Chairperson First things first, we hope everyone had a great Memorial Day holiday, and a heartfelt thank you to those who have served to keep us safe. And to those who …

Nvidia investors have envy for the first time in a while. Although Nvidia stock is up +20% year to date, it’s significantly lagging other semiconductor heavyweights. Nvidia’s poor relative performance comes as a new shift in computing towards Agentic AI takes place. However, Nvidia’s results and commentary from their earnings report may remind investors that …