Market Commentary: Checking In on Market Fundamentals
Three Bullish Signals from the First Quarter “We may not know where we are going, but we better know where we stand.” — Howard Marks, Co-Founder of Oaktree Capital Management
Facts Vs Feelings Take 5 – Wrapping Up a Great First Quarter
Stocks gained more than 10% for the second quarter in a row, the economy is doing great. What’s behind all this good news and can it last? Get the latest insights from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: Pr …
Market Commentary: Strong Starts to the Year Are Usually Bullish for Stocks
DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. On the heels of more than 25% in total return for 2023, the S&P 500 returned more than 10% in the first quarter. The logical question is: How much is too much? Looking at …
Facts Vs Feelings Take 5 – Do Stocks Care About an Election?
We’re in a presidential election year, and many investors are concerned about how the potential outcomes could affect the stock market. Find out what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include: The U.S. …
Market Commentary: The Case Against a Stock Market Bubble
“Please, God, just one more bubble.” — Popular Silicon Valley bumper sticker after the tech bubble burst With stocks near all-time highs, many believe they must be in a bubble. Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they …
Facts Vs Feelings Take 5 – Reasons for More Green in 2024
2024 has already seen a lot of gains with the markets and economy. Are we likely to see more green this year? Hear what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include: Earnings expectations are up Industr …
Market Commentary: Stocks Still in a Sweet Spot Despite Modest Declines
Stocks Still in a Sweet Spot The S&P 500 was down for the second consecutive week last week, but even combined declines were modest at just -0.3%. A pause is normal and even healthy for a bull market. In addition, several signs continue to indicate an overall healthy market. Year-to-dat …
16 Charts (and Tables) to Know This Election Year
“Americans will always do the right thing – after they’ve tried everything else.” -Winston Churchill With Super Tuesday now in the books, the fact that we have a presidential election coming this November is getting very real. Although we aren’t going to predict who will be our next preside …
Facts Vs Feelings Take 5 – Two Keys to the Economy
We’re still seeing positive signs related to inflation and productivity. Can investors remain optimistic on these two fronts? Hear what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include: Inflation has been hol …
Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis
The Bull Keeps Going We sound like a broken record, but that could be a good thing in a bull market, as stocks made more new highs last week. In the end, the S&P 500 closed marginally lower for the week after a late Friday afternoon sell-off. But stocks have been up 16 out of …
Facts Vs Feelings Take 5 – Why This Isn’t a Bubble
Stocks are hitting all-time highs. Everything seems a little too good … are we in a bubble? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include: Valuations are high due to increased profitability The economy is st …
WHITEPAPER
2024 Market Outlook Report
Will the bull market continue in 2024? What about a recession? What will the Fed do? We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye.
