Insights Investments

2025 was a great year for investors, as stocks made new highs across the globe, bonds had their best year since 2020, and commodities gained overall with gold and silver soaring. Here are three timeless investment lessons from 2025 that we believe investors should pay close attention to in 2026. Beware When Everyone Agrees “If …

Well, that’s a wrap on 2025. While the year came with its share of volatility, shifting narratives, and policy uncertainty, markets once again proved resilient. Beneath the headline moves, several powerful themes shaped returns, from inflationary growth signals and earnings durability to global divergence, commodity portfolio allocation, and investor behavior during drawdowns. To help close …

Ryan Detrick, Chief Market Strategist at Carson Group, flies solo for this new episode of Facts vs Feelings, joined by longtime chart-watchers Chris Kimble, former CEO of Kimble Charting Solutions, and Scott Brown, Founder of Brown Technical Insights, for a wide-ranging conversation on what the market is signaling as 2025 comes to a close. They …

Normally by the end of the quarter we get the second estimate for the prior quarter’s GDP growth (which is slightly more reliable than the first estimate). In the case of this Q3 GDP report, we missed the first estimate because of the shutdown and so the second estimate was the first full picture we …

By Blake Anderson, CFA®, Associate Portfolio Manager The Initial Public Offering (“IPO”) window reopened in 2025. IPOs are seen as the lifeblood of public capital markets and a measure of risk sentiment, with IPOs often the largest funding round in a company’s life, enabling the companies to vastly expand their investor base. IPO volume largely …

2025 kept investors off balance, and Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Group turned to Art Hogan, Chief Market Strategist at B. Riley Wealth Management, to make sense of what actually drove the year. They dig into the gap between perception and reality on market breadth, why …

“If Santa should fail to call, bears may come to Broad and Wall.” —Yale Hirsh One of the little-known facts about the Santa Claus Rally (SCR) is that it isn’t the entire month of December; it’s actually only seven days. Discovered in 1972 by Yale Hirsch, creator of the Stock Trader’s Almanac (carried on now …

By Blake Anderson, CFA®, Associate Portfolio Manager Shares of major technology companies have fallen into correction territory in recent weeks. There are a few potential drivers of this drawdown, but it’s also worth it to reiterate that technology investments are inherently volatile. Investors operate under the guise of imperfect information that can often be spun …

Charts of the Week: Dec. 15 – 19 Thanks for reading this week’s Charts of the Week! We’ll continue to highlight key charts and themes shaping markets. Be sure to check back every Monday for the latest update!

Why long-term investors shouldn’t pay for flexibility they don’t need. By Kevin Bruce, CFA®, CFP, Analyst, Alternative Due Diligence Many advisors share the same core playbook with clients: think long-term, stay invested, diversify, and do not let short-term volatility derail the plan. It is the foundation of wealth creation. We remind clients that cash (the …

We finally got more timely data on the labor market and since it’s been a while, I thought I’d put together 11 charts showing what’s happening in the labor market. The big picture is that the labor market continues to cool, with weak hiring but also relatively low firings.   Job Growth Cools, A Lot …