Insights Investments

In the first quarter, the S&P 500 had a total return of -4.3%, with the Russell 1000 Value Index outperforming the Russell 1000 Growth Index by 12.1% while energy led all sectors. Oh, wait, sorry, that was the first quarter of 2025. In the first quarter of 2026, the S&P 500 posted a total return …

“People calculate too much and think too little.” Charlie Munger   Happy April Fool’s Day for those who celebrate! Stocks have been struggling lately, and this is no joking matter. Could we see a bear market in 2026? The S&P 500 recently was down about 9% from the late January peak. We did a lot …

In Episode 181 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most consequential geopolitical developments in recent memory, the ongoing Strait of Hormuz crisis, and what it means for oil markets, global supply chains, and your portfolio. …

Thanks for reading this week’s Charts of the Week This week’s charts focus on bear markets, historical drawdowns, changing leadership under the hood, and why we would bet against a prolonged drawdown. 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: Mar. …

Two separate verdicts last week challenge the protective moats Big Tech companies have long enjoyed. While the near-term financial penalties imposed are not especially burdensome, the potential long-term remedies introduce significant emerging risks to social media business models. Investors may just be waking up to the implications. Section 230 Protections Content platforms such as Meta …

Jargon alert! Tracking error is thrown around by investment professionals as often as “basis points”, “synthetic”, and “private credit” without a full realization of what the term means. Tracking “error” is an important concept that is only an “error” in certain situations and can be a good thing in other situations. Bear with me – …

The smell of fresh-cut grass. The crack of a bat. The entirely unjustifiable $14 hot dog you talked yourself into before the third inning even started. Opening Day is here, and baseball is back. For the baseball faithful, Opening Day is the single most optimistic day of the calendar year. Every team is tied for …

“The stock market is fun and sometimes, very painful.” Regis Philbin The rollercoaster market continues. News and rumors are dominating the discussion, and no one seems to know what to really believe. In today’s blog, I wanted to take a bigger look at things and show five lessons that all investors need to know, especially …

In Episode 180 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, discuss a volatile market environment shaped by inflation concerns, rising yields, geopolitical uncertainty, and shifting investor sentiment. They break down why a rough week in markets may not be as unusual …

Rising market volatility tends to lead to changes under the surface of markets, even if the headline index performance remains fairly range-bound. This is especially true today, as volatility has been steadily rising since the beginning of the year, and market leadership continues to shift. Much of the prior year’s leadership has sold off, while …

Micron’s earnings report last week continued the key theme of AI-related companies shattering expectations. The company reported $23.9 billion in sales against their guidance of $18.7 billion. This $5.2 billion beat compared to their expectations is the largest upside surprise in the company’s history and reflects the underlying momentum the semiconductor industry is experiencing. To …