Insights Investments

We’ve been getting good news about the labor market in recent months – job growth has been strong, and the unemployment rate has been below 4% for 26 straight months (the longest streak since the late 1960s). However, there were some concerns at the edges if you looked hard enough. The March payroll report set …

Another strong quarter in markets can be met with skepticism if the fundamentals are not keeping up with price returns. Quarter end is a great time to dive in and take a look at the health of equity performance this year, and see where the opportunities are here and abroad. Earnings As we say often, …

One of the hardest things to do as an investor is to look forward rather than look backward, which is why having a long-term plan is always so important. Still, there’s a lot we can learn about looking backwards if we’re focused on what it means for what comes next. Sometimes, that means going with …

In a world where technology rapidly reshapes the landscape of industries, disruptive innovation stands at the forefront of this transformation. It challenges the status quo, propels economies forward, and redefines what is possible. As we dive into the minds of those who navigate these territories, we gain invaluable insights into the future of finance, investment, …

“We may not know where we are going, but we better know where we stand.” –Howard Marks, Co-Founder of Oaktree Capital Management   Following the huge 11.2% rally for the S&P 500 in the fourth quarter of last year, the index has given us an encore performance in the first quarter with a 10.2% gain. …

Artificial intelligence (AI) has ushered in a new computing standard and ARM’s technology is becoming a design of choice. Investors were blindsided by how well this company has been doing in the AI arms race and sent shares more than 50% higher the day after its recent earnings report. Sales are booming as customers are …

 “April is a moment of joy for those who have survived the winter.” –English writer Samuel Johnson   The bull market continues and with one day to go in the first quarter, it is looking like more gains for stocks this month. The S&P 500 will also be up a very impressive five months in …

The Conference Board’s Leading Economic Index (LEI) gained month over month in February after 23 consecutive months of declines. Carson Investment Research’s proprietary leading indicator, which never signaled recession, continues to point to near-trend growth, versus the Conference Board’s forecast of slowing growth. The end of extended Conference Board LEI declines has generally been a …

“Inflation is on a glide path lower.” Neil Dutta from RenMac LLC shares his thoughts with us today on Facts vs Feelings, offering a fresh perspective on the current economic landscape. Despite a rocky start in January, there’s a sense of optimism in the air. In this episode, Ryan Detrick, Chief Market Strategist at Carson …

“Just a little bit more.”  -John D. Rockefeller, founder of the Standard Oil Company and one of the richest men ever, when asked about how much money it takes to make one happy.   On the heels of about a 25% gain for the S&P 500 last year, stocks are up about 10% already in …

“Empowering women isn’t just the right thing to do – it’s the smart thing to do. When women succeed, nations are more safe, more secure, and more prosperous.” – Barack Obama   The Carson Women’s CEO Strategy is driven by a clear mission: to cast a spotlight on women occupying the highest echelon of corporate …