The June Swoon?

Stocks did it again, as the S&P 500 gained 0.2% in the month of May, making it now 10 of the past 11 years that stocks finished green in May. Of course, it gained only 0.01% last year and only 0.25% this year, so the recent returns weren’t off the charts by any measure. Looking …

Why a Strong First 100 Days Is a Good Thing

“It’s not how you start the season, it’s how you finish.” -Albert Pujols, 11-time All Star professional baseball player Can you believe it, today is the 100th trading day of the year. In the face of mounting worries about the economy, Fed policy, stubborn inflation, an earnings recession, the manufacturing recession, the war in Ukraine, …

Two More Bullish Pieces of Evidence

“No amount of evidence will ever persuade an idiot.”  -Mark Twain We been pointing out signs of an early cycle revival in the economy and many bullish signals that indeed suggest the upward trend in stocks since October is alive and well. Well, here’s a blog on two more things that recently triggered and both …

The Future Is Bright

“No one will out care us.” Ron Carson at Partner Summit Last week was a great week for the Carson Group and our Investment Research team as we held our Spring Partner Summit in Omaha. This semi-annual event is a great chance for us to get together with our Advisors (we call them Partners) and …

Four More Reasons the Bulls Are Smiling

Last month, I wrote about some bullish events taking place in Three More Bullish Signals The Bears Don’t Want To See, and it was a very popular blog. Well, today, I’ll take it one more step and list four new reasons the bulls will continue to smile. We think the Fed is likely done hiking …

Sam Stovall Joins Facts vs. Feelings

Sonu and I had the honor and privilege to be joined by Sam Stovall, the Chief Investment Strategist at CFRA on the Facts vs. Feelings podcast last week. I’ve been a fan of Sam for more than two decades and it was so much fun to talk markets, his career, and tips for investors and …

11 Things To Know About The Debt Ceiling

“I don’t make jokes.  I just watch the government and report the facts.” – Will Rogers One of the top questions we’ve received lately has to do with the impending debt ceiling drama and what it could all mean. Here are some common questions and answers regarding this excitement out of Washington. What is the …

The Last Hike?

By the time most of you read this, there’s a good chance the Fed hiked rates by 25 basis points to 5.25%, the 10th consecutive hike from a low of 0.5% during the depths of COVID. We have no clue if this is their last hike, but odds are we are getting quite close. Let’s …

Why This Stock Market is Like The Michael Jordan Chicago Bulls

“I’ve missed more than 9,000 shots in my career. I’ve lost almost 300 games. Twenty-six times, I’ve been trusted to take the game winning shot and missed. I’ve failed over and over and over again in my life. And that is why I succeed.”  -Michael Jordan One of the big knocks we keep hearing about …

Everything You Ever Wanted to Know About Sell In May

Buckle up, as one of the most well-known investment axioms is nearly here, the ‘Sell in May and Go Away’ period, otherwise known as Sell in May. This gets a ton of play in the media, as these six months are indeed the worst six-month combo out of all scenarios, while stocks also did quite …

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