Investments
The Bull is Back (FvF Ep. 184)
In Episode 184 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most historic 13-day market rallies ever recorded and ask the question most investors are afraid to answer: Are the lows for 2026 already in? Ryan and …
Ryan Detrick
April 22, 2026
Welcome Back to the Bull Market
“Do something you love and you’ve never worked a day in your life.” Tony Bennett The bull market is back, with stocks back at new highs amid one of the strongest short-term rallies in history. Although many lost faith in the bull market back in March, we’d argue the bull never left. Remember, volatility is the …
Ryan Detrick
April 21, 2026
Charts of the Week: April 13-17
Thanks for reading this week’s Charts of the Week This week’s charts focus on key inflation metrics, sentiment, and how equities have started to look past the current crisis. 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. 13-17
Carson Research
April 20, 2026
Strong Consumer Drives Bank Earnings
Bank earnings this week offered a timely reminder that the U.S. consumer remains a far more durable force than many narratives suggest. The data produced by the largest financial institutions paints a picture of accelerating growth and improving credit quality, a combination not often seen. Banks are also finding themselves increasingly tied to the AI …
Blake Anderson
April 20, 2026
Consumer Sentiment Sinks as Inflation Outruns Wages
Consumer sentiment has collapsed irrespective of which metric you look at. The University of Michigan consumer sentiment index just crashed to the lowest level in the survey’s history – even below what we saw during the depths of the Great Financial Crisis in 2008-2009, Covid in April-May 2020, and even the stagflationary 1970s. Surely things …
Sonu Varghese
April 17, 2026
Why Investing in Long Maturity Municipal Bonds May Be Attractive and How To Handle the Risk That It Creates
Today, we tackle a topic that we don’t write about a lot relative to its importance—municipal bonds. Why are munis important? A basic principle of investing (and one of the most ignored), Investment outcomes potentially should not be evaluated on returns but on the returns that you keep—returns after taxes. This is where municipal bonds …
Barry Gilbert
April 16, 2026
ETF Update: Privates, Share Class, and Notes!
Exchange-traded funds (ETFs) continue to gather significant assets, generally at the expense of traditional open-end mutual funds (albeit not completely). In the first quarter alone, ETFs have taken in some $425 billion in net flows, while traditional open-end mutual funds have seen $92 billion in investors assets leave, according to Morningstar. Beneath the surface of …
Grant Engelbart
April 15, 2026
Talking Oil and Iran with Rory Johnston (FvF Ep. 183)
A global oil chokepoint sits at the center of today’s biggest market story — and the ripple effects are already showing up in prices, supply chains, and geopolitics. In Episode 183 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with …
Ryan Detrick
April 15, 2026
Four Reasons the Lows Are Likely In
“It isn’t about good or bad, it is about better or worse.” Burt White, Carson Group’s CEO The headlines remain volatile, but there are some clues that the worst could be over for the sell-off around the war in Iran. Since the war started I’ve been asked many times what I wanted to see for …
Ryan Detrick
April 14, 2026
Charts of the Week: April 6-10
Thanks for reading this week’s Charts of the Week This week’s charts focus on all things inflation, the oil shock, and how consumers are starting to feel this crisis. 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. 6-10
Carson Research
April 13, 2026
Financials’ Tech Exposure Weighs on Returns
Financial stocks have gotten off to a rough start in 2026. While some are raising alarms about deteriorating credit conditions or systemic stress building beneath the surface, the sector’s recent struggles may be tied more to technology. Beneath the headline weakness, the structure and drivers of financial sector performance have evolved in ways that challenge …
Blake Anderson
April 13, 2026
We Have a Serious Inflation Problem (Duh!)
It shouldn’t be a surprise that the Middle East crisis has sent oil prices soaring, with the impact immediately felt on gasoline and diesel prices. We just got our first batch of inflation data that incorporates this, with the headline consumer price index (CPI) rising 0.9% in March (equivalent to an 11% annualized pace). The …
Sonu Varghese
April 10, 2026