Insights Investments

“I’m involved in the stock market, which is fun and, sometimes, very painful.” Regis Philbin In case you hadn’t heard yet, last week, we released our Midyear Market Outlook 2025: Uncharted Waters! We discuss why we remain optimistic on both the economy and stock market the remainder of this year, similar to what we said …

In our writings and conversations about the markets or portfolios, it would be rare for a mention of momentum not to come up (see a couple of recent writings here and here). Either via the market’s continued strong momentum off of the April lows, or the factor itself — which we utilize in portfolios as …

The Carson Investment Team was proud to release our Midyear Outlook 2025: Uncharted Waters this morning. Few would have thought at the April 8 lows, with the S&P 500 down nearly 20%, that markets would make such a furious comeback. Yet here we sit in early July with the S&P 500 at a total return …

One of the opportunities we highlighted in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We never believed it would be as large as the 2017 tax bill’s boost on profits—after all you can only cut the corporate tax rate from 35% to 21% once—but there was still …

 In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, provide a midyear market review and outlook for 2025. Reflecting on major surprises in the first half of the year, including unexpected tariff announcements and subsequent reversals, they analyze market performance in the first half of the …

“When you hit the sweet spot, it’s not the club that sings—it’s your soul.” – Ben Hogan What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly came back to new highs already, one of the fastest recoveries ever. We’ve discussed why this market …

Technology stocks came roaring back in the second quarter of 2025. With stock prices now elevated, investors are setting a high bar for companies to clear in the upcoming earnings season. Unlike last earnings season – marred by fresh uncertainty stemming from newly announced tariffs – investors may be swifter to punish companies that fail …

Monday, June 30, concluded an extraordinary first half for markets. The end of the half is always a good time to look at what’s been happening in markets and think about implications for the second half of the year. Here are some highlights from the first half of the year and what they might tell …

“The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.”  Michelangelo What a wild ride 2025 has been and it is only halfway over! After being down nearly 20% at the lows in April, stocks have staged one …

The emergence of Artificial Intelligence (“AI”) has triggered one of the largest growth spurts in US electricity demand in decades. Early indicators show some impacts of this already as grid electricity prices are increasing, signaling that electricity demand is growing faster than supply. While the underlying technologies powering AI systems are expected to become significantly …

Let’s go back to basics (it’s not quite back-to-school time) to discuss a topic that can occasionally cause communication issues for investors of all types. While the yield to maturity on an individual bond is typically the best predictor of total return, as we’ve noted in many of our Market Outlooks, the current yield on …