Insights Investments

“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 …

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

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 …

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 …

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 …

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 …

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 …

“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 …

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 …

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 …

We discussed the artificial intelligence (AI) wave in our 2026 Outlook and said we believed the best approach for investors was to ride it, using an equity overweight and broad diversified exposure. Five months later, that picture hasn’t changed—if anything, it’s only strengthened. AI continues to have a big impact on the economy. When I …