Insights Investments

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 …

Thanks for reading this week’s Charts of the Week This week’s charts focus on the current oil situation, the FED,  and the inflation outlook, and why the market is pricing in potential rate pauses or even rate hikes. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, …

The recent market pullback has offered a useful reminder: in certain environments, traditional safe havens don’t behave the way you’d expect. Since the Middle East conflict escalated on February 27, both bonds and gold have failed to provide much cushion, and understanding why matters more than the headline. Bonds: The Inflation Problem Treasury yields have …

Life is transitory, and so are inflation shocks (caveat: on a long enough timeline). The Federal Reserve (Fed) held rates steady in the 3.50-3.75 range at its March meeting, as expected. But all eyes were on the Fed’s updated Summary of Economic Projections (the “dot plot”), where each of 19 members jot down their estimates …