Articles authored by Carson Research

Earlier this month, we addressed three key sectors to watch during this upcoming earnings season: Financials, Energy and Consumer Discretionary. Each of these three sectors are dealing with challenges (or tailwinds, in the case of Energy) of their own. But under the surface, we find that Communications Services and Technology may also come under scrutiny …

Barry Gilbert, Vice President, Asset Allocation Strategist There is a commonly shared chart out there (with lots of slightly different variations) that has occasionally run into some criticism. The chart shows stock market returns if you missed the best market days each year. Carson’s version is below. The point of the chart is straightforward and …

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, …

Barry Gilbert, Vice President, Asset Allocation Strategist This is my inaugural blog as a member of the Carson Group Investment Research Team. I am thrilled to be at Carson and to have the opportunity to work with such a great community of advisors. There will be a lot of data and charts to come in …

Six months ago we were one of the only places that said there wouldn’t be a recession in ’23 and stocks could do quite well, maybe even hitting new highs with some good news. To say that wasn’t a popular call would be a major understatement. Now after one of the best starts to a …

Carson Investment Research recently published our 8 Principles of Equities.  Our 4th principle is one of the most profitable yet difficult disciplines to master – patience & perspective pays.  The stock market is a reflection of human emotion.  It can bring joy and pain, fear and hope, pride and shame, anger, and comfort.  Staying grounded …

Carson Investment Research recently published our 8 Principles of Equities. After a difficult year like 2022, the second principle is rather timely—the stock market is built to recover. It’s seen wars, recessions, depressions, pandemics, terrorist attacks, and speculative bubbles that crashed spectacularly. Not only did the stock market recover from the worst drawdowns in history, …

It’s been less than 2 weeks since Silicon Valley Bank’s stunning 48-hour collapse, and a few more banks have been caught in the fray. New York regulators closed the doors on Signature Bank on Sunday, March 12. A week later, US banks injected $30 billion into First Republic Bank to keep it afloat, and UBS …

Carson House View Sector Rating: Overweight Carson’s House Views are the foundation of our asset allocation recommendations.  Our partners and clients can utilize these directly through our proprietary House Views models or expressed independently using various ETFs available on our platform.  Currently, we’re overweight the industrial sector due to a favorable economic and fiscal policy …

It’s been a wild two weeks for equity markets.  On the one hand, broader equities have been remarkably resilient.  Despite three banks being shut down (Silvergate Capital, Signature Bank, and Silicon Valley Bank) and two others (Credit Suisse and First Republic) needing billions in assistance to stay afloat, the S&P 500 is down only 2.1% …