Insights Investments

Staying ahead of market volatility requires more than just luck — it demands sharp technical insights and smart risk management. This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group are joined by Frank Cappelleri, CFA, CMT, Founder, and President at …

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 …

“There are decades where nothing happens; and there are weeks where decades happen.” Vladimir Lenin   Last week was Carson’s Excell conference down in Orlando and it was a ton of fun, but a little exhausting as well. I’m glad it is over, but looking back it was such a fun and productive week for …

Returns in the stock prices of technology companies have cooled as of late, marking a sharp change from the experience of the previous year. Performance to date in the third quarter of 2024 is listed below for the so called ‘Magnificent 7,’ and the data show a significant slowdown compared to recent history. An equal …

Last week I argued that the Federal Reserve (Fed) needs to “go big” sooner rather than later by starting their rate cut cycle in September with a 0.5%-point cut. Labor market risks are rising, and the August payroll data wasn’t really comforting from that standpoint. At the same time, the latest inflation data showed that …

We’ve consistently said for several months now that inflation was last year’s problem. The latest consumer price index (CPI) data confirms this. Headline CPI is up 2.5% year over year (y/y) through August, which is the slowest pace in three and half years. Here’s some perspective on how far we’ve come: A year ago (August …

“The aim is to make money, not be right.” -Ned Davis, founder of Ned Davis Research   Hello from Orlando! We are all here for our annual Excell conference and it has been a ton of fun. One of the best parts about this conference is our number of amazing guests. Well, yesterday we were …

Tune in for our centennial celebration! In this special milestone episode, we’re celebrating the 100th episode of Facts vs Feelings with a live audience and special guest Tom Lee, Managing Partner and Head of Research at Fundstrat Global Advisors. Together with hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global …

The Federal Reserve has done all but carve in stone a September interest rate cut – market expectations are at 100% (70% for 25bps and 30% for 50bps). The broad bond market has been higher four months in a row as investors pile in ahead of cuts, pushing interest rates below 4% across maturities from …

Artificial Intelligence (AI) is no longer just a futuristic concept; it’s a driving force behind significant advancements across industries. From healthcare to finance, automotive to retail, AI is transforming businesses’ operations, making it an attractive investment opportunity. If you want to capitalize on this revolutionary technology, here’s a beginner’s guide to investing in AI. Why …

The August payroll report was kind of ok on the face of it. Payrolls grew by 142,000 in August, below expectations for a 165,000 increase but these things are noisy. The unemployment rate also declined from 4.3% to 4.2%, which is welcome. However, read one step beyond headlines and it’s fairly clear the labor market …