Insights Investments

“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” – Peter Lynch, Magellan Fund Manager The first quarter earnings season brought mostly positive news for investors, including the fastest earnings growth in five of the last six quarters. Many companies have seemingly recovered from pandemic-induced turmoil, …

Hotter-than-expected inflation data in the first quarter led to a lot of concern that inflation is likely to rear its ugly head again. However, as I pointed out in several blogs over the first few months of the year (including two weeks ago), there was really no need to panic if you just peeked under …

“It’s a smile, it’s a kiss, it’s a sip of wine… it’s summertime!” – Kenny Chesney “Summertime” June historically isn’t a very good month for stocks, with the old saying ‘June Swoon’ quite common. Heck, the past 20 years only September has been worse, so could we see a swoon this year? We don’t think …

Home prices and stock prices have risen to record levels, and as Ryan just wrote about, consumer balance sheets are in really good shape. Yet the title of this blog is likely quite controversial, especially since we just had the highest inflationary episode in over 40+ years and consumer sentiment suggests people aren’t happy about …

Markets remain uncertain, but sitting down with top industry insiders can help clear the uncertainties. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, are joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Together they engage in a rich …

First off, we hope everyone had a great Memorial Day weekend. We are grateful to all those who have given the ultimate sacrifice so we can remain free and the families that hold them dear. The incredible disconnect between how people feel and what they do continues. In today’s blog I’ll explain why the stock …

There’s been a lot of a chatter about China’s stock market recently, thanks to strong momentum. Chinese stocks (proxied by the iShares MSCI China ETF) are up over 18% over the past 5 weeks, versus a 5.5% return for the S&P 500. Of course, if you pull back the curtain to the last decade you …

Omaha in May brings value investors from around the world to the ‘Woodstock of Capitalism,’ a chance to listen to Warren Buffett opine on life and his latest investments. The event serves as a good reminder to take time to step back and look at the long term. After an April swoon, a May rebound, …

As investors contemplate the significance of the Dow hitting 40,000, they are wondering about the market’s next moves. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat about the Dow reaching 40,000, the implications for investors, and the broader market sentiment. They …

“It isn’t about timing the market, it is about time in the market.”-Old investment saying It took nearly 128 years, but the Dow closed above 40,000 for the first time in its history last week. This was yet another reminder to investors that one of the best ways to create long-term wealth and beat inflation …

Remember the frenzy of 2021, when Roaring Kitty and the meme-stock mania sent shares of GameStop and AMC Entertainment soaring to astronomical heights? The world watched in awe as day traders on Reddit bought shares of these heavily shorted stocks and caused them to skyrocket. GameStop’s stock reached dizzying heights in just a few short …