Articles authored by Barry Gilbert

Well, election day is now behind us, and while there’s some dust to settle yet, we now know a lot this morning. First, President-elect Donald Trump will be the 47th president of the United States, joining Grover Cleveland as the only president to win non-consecutive terms. Trump also won the popular vote for the first …

Well, election day is finally here. An estimated 79 million ballots have already been cast through mail-in and early in-person voting, or just over 50% of 2020’s total ballots cast, but this evening we end the voting process and, as polls close, begin the counting process. Carson Investment Research has been covering the election and …

Have you heard? This is a tight election and it’s going down to the wire. Election Day is now five days away but an estimated 58.4 million ballots have already been cast, or more than 1/3 of the total votes cast in 2020. We would still call the presidential race a near coin toss, although …

“Americans will always do the right thing – after exhausting all other possibilities.” -Winston Churchill The Carson Investment Research Team began covering the election back in March with our “16 Charts and Tables) to Know This Election Year.” With Election Day now 11 days away and early voting taking place in many states, we thought …

I’ve looked at thousands of portfolios over my career, most of them made up of mutual funds and/or ETFs but sometimes with individual stocks and bonds thrown in or even making up the entire portfolio. One thing that has repeatedly struck me is how sometimes adding “more,” more positions, more asset types, more specialized pieces, …

Tomorrow, October 19, will mark the one-year anniversary of the peak in the 10-year Treasury yield. According to CBOE’s US Treasury Yield Index, the 10-year Treasury yield peaked at 4.99% on Thursday, October 19, 2023. Even with the recent backup in yields, that’s about 0.9%-points above the current level. Bond returns over the last year …

We are now within four weeks of election day, although early voting is already taking place in an increasing number of states. My colleague Sonu Varghese provided an excellent update on the election Tuesday. If you read it, you’ll notice it’s called Part 1. Watch for Part 2 next Tuesday. One of our top market …

Whether you’re engaged with the market every day or only once in a while, sometimes it’s easy to miss the forest for the trees. We just finished the third quarter of 2024, and really it was an extraordinary quarter. If I had to pick out one theme, it would be expanding market breadth, something we …

The pandemic and post-pandemic environment has been a breeding ground of economic anomalies born out of deep disruptions and policy extremes that have echoed across the years. That doesn’t mean good economic analysis doesn’t hold true; it does mean that good analysis takes some extra work. You couldn’t just paint by numbers over the last …

Have you noticed Carson has been talking about artificial intelligence (AI) a lot lately? Below is a little roll call of 20 of our blogs (and a podcast) on AI so far in 2024. Among the authors, you’ll see the names of Carson’s Portfolio Managers, Jake Bleicher and Sr. Analyst, Investment Blake Anderson, come up …