Insights Investments

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 …

“The first principle is that you must not fool yourself—and you are the easiest person to fool.” Richard Feynman, American theoretical physicist Buckle up, as the trigger points for one of the most well-known investment axioms, “Sell in May and go away,” is nearly here. This gets a ton of play in the media, as the …

Small Cap stocks have staged a strong rebound starting late in 2025 in both absolute and relative (to large caps) terms. Many investors are likely not aware that small cap stocks have not only outperformed large cap stocks over the past year, but done so by more than 10%! There are a few reasons this …

In Episode 185 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are recording live from Omaha at PodPony’s studio during Carson’s Q2 board meeting. They make a pilgrimage to the McDonald’s on 40th and Dodge that Warren Buffett reportedly frequents. No Buffett …

Today, we take a look at what’s worked defensively during the current rising rate period. I’m emphasizing “current” because every rising rate period has its own characteristics. To do this, we’ve looked at all S&P 500 drawdowns of more than 5% since September 2020. In some of these periods, bonds did “work” as a diversifier—in …

Thanks for reading this week’s Charts of the Week This week’s charts focus on why stocks are at all-time highs, profit margins/earnings, the AI buildout, and why the Strait is still not really open despite headlines. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts …

Tech investors last week digested earnings reports that largely confirmed prior beliefs: semiconductors remain vibrant, while software remains challenged. Intel’s report highlighted the fundamental strength investors expected as AI agents grow. In contrast, ServiceNow’s report failed to meet expectations despite some optimistic commentary. Intel’s Agentic Outlook Shares of Intel traded to a new all-time high …

What may seem like a singular holding in your portfolio may be held twice, three times, or more unintentionally. In portfolio construction today, allocations are becoming more prevalent to feature ETFs, rather than simply relying on single stock choices. Not only is the usage of ETFs growing, but they are constantly being created by asset …

Kevin Warsh sat before the Senate Banking Committee on Tuesday for the start of his confirmation hearings as the next Chair of the Federal Reserve. He sidestepped most of the political gotchas, reiterated his commitment to Fed independence, and outlined what amounts to a reform agenda: replacing the Fed’s inflation models, shrinking the balance sheet, …