Investments
Inflation’s Elevated No Matter How You Slice It in 10 Charts
The inflation data doesn’t look good, no matter how you slice it. The headline Consumer Price Index (CPI) rose 0.64% in July (equivalent to 8% annualized rate), with the three-month annualized pace running at 7.3%. CPI is now up 3.8% over the past year, the highest reading since May 2023. The big driver here is …
Sonu Varghese
May 13, 2026
Party Like It’s 1999 (FvF Ep. 187)
In Episode 187 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, ask the question on every investor’s mind: Does today’s market feel like 1999? The episode opens with genuine nostalgia. Ryan recalls tripling his play money on Sycamore and Juniper Networks before …
Ryan Detrick
May 13, 2026
Five More Reasons the Bulls Are in Charge
“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria”. Sir John Templeton We might sound like a broken record, but stocks had another great week last week and made more new highs. The S&P 500 traded above 7,300 for the first time ever and now has 16 all-time …
Ryan Detrick
May 12, 2026
Charts of the Week: May 4-8
Thanks for reading this week’s Charts of the Week This week’s charts focus on the labor market numbers, the consumer saving rate, and the supportive backdrop for equities. 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 4-8
Carson Research
May 11, 2026
Surging Semiconductors
The surge in semiconductor stocks continued last week. The industry is on pace for its best year since 2009 in just the first 4+ months of 2026! Recent earnings results and commentary from leading executives in the industry signal that the growth of artificial intelligence is no longer just boosting demand for GPUs, but is …
Blake Anderson
May 11, 2026
Stable Jobs + Hot Inflation + No Hikes = Bullish Equities
Take the labor market off your checklist for potential downside risks. We’ve been in the camp for a few months now that the labor market is healthier than noisy headline payrolls suggest. The April payroll data bears that out, pointing to a labor market that is no longer the downside risk it was. For the …
Sonu Varghese
May 8, 2026
Factors in Focus
I believe one of the most powerful and overlooked tools in portfolio construction is the use of factor investing. Factors are characteristics of stocks that help to describe their risk and return, offering another way to classify stocks, similar to sectors and industries. Factors can also replicate some of the things an active manager can …
Grant Engelbart
May 7, 2026
The Labor Market Is Holding Up, But Inflation Is the Real Story
We’ve gotten a flurry of economic data over the past week, covering the labor market (JOLTS, the Employment Cost Index, ISM employment sub-indexes), personal income, and the broader pulse of the economy via the ISM Manufacturing and Services surveys. Layered on top of that, the big tech hyperscalers all reported earnings. While a lot, the …
Sonu Varghese
May 6, 2026
Sell in May? With Jeff Hirsch (FvF Ep. 186)
In Episode 186 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by a genuine industry legend, Jeff Hirsch, Editor-in-Chief of the Stock Trader’s Almanac, now celebrating its 60th year. And yes, Jeff is also turning 60 this month. The conversation …
Ryan Detrick
May 6, 2026
Why This Bull Market Could Have Years Left
“So, you’re telling me there’s a chance?” Lloyd Christmas in the classic comedy Dumb & Dumber Now that I have your attention with that title, let’s start with why the rest of 2026 could be strong, then we’ll get into why there could be a lot longer left to this bull market than many may …
Ryan Detrick
May 5, 2026
Charts of the Week: May 27 – April 1
Thanks for reading this week’s Charts of the Week This week’s charts focus on the AI buildout, Q1 GDP numbers, the Fed Funds rate, and how oil prices are affecting households. 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: Apr. 27-May …
Carson Research
May 4, 2026
The Fantastic Five Deliver on Earnings
Apple, Amazon, Alphabet, Microsoft, and Meta delivered earnings reports that largely lived up to investors’ expectations last week. Their financial results paint a clear picture: AI is driving earnings growth even amidst record spending levels. While some investors may fear we’re in a ‘build and hope’ cycle, the results and commentary of this earnings season …
Blake Anderson
May 4, 2026