Insights Investments

“I don’t make jokes. I just watch the government and report the facts.” -Will Rogers As you’ve probably heard by now, the government is on the brink of shutting down unless Congress connects on a Hail Mary to pass a dozen spending bills before the September 30 funding deadline. The odds are this won’t happen …

Of all the commodities that course through the veins of our world, it seems that none has the power to influence nations, economies, and daily lives quite like oil. It’s the lifeblood of industry, the force that propels most of our cars and planes, and an underlying current of geopolitics. Oil prices have been steadily …

It can be hard to get a handle on all the economic data that is continuously being released, and even worse, they can often send conflicting signals. One approach is to combine several indicators that typically give you an early warning signal about economic turning points into a single indicator, i.e. a “leading economic index” …

The Federal Reserve (Fed) chose to pause on interest rate hikes at their September meeting, leaving the federal funds rates unchanged at 5.25-5.50%. This was not unexpected, but the members did give us a lot of new information. They updated their economic projections, i.e. their views of what the economy, employment, and inflation will do …

What a week last week was! Carson Group hosted Excell, our largest event of the year, in the awesome town of Nashville. If you were there, then you know how much fun it was. If you missed it, don’t worry, we’ll be back again in Orlando next year.  We hope you can join us. The …

The Fed’s policy arm, the Federal Open Market Committee (FOMC), meets on Tuesday and Wednesday and is widely expected to keep the fed funds target range unchanged at 5.25 – 5.50%. Since March, 2022 the Fed has raised rates at every meeting except the meeting before last in June. With the Fed raising rates as …

On Thursday, Arm Holdings (ticker: ARM) made, what some people may say, a triumphant entrance onto the public stage, securing its place as the year’s largest initial public offering (IPO). This not only marks the biggest public offering since Rivian Automotive’s debut in October 2021 but also offers a sign that the IPO market is …

Small cap stocks have dramatically underperformed large caps year-to-date. This isn’t a recent phenomenon. Small caps have lived in the shadows of their largest peers, particularly mega cap technology companies, for nearly a decade. The lag has worsened over recent years as inflation picked up and equity indices have become even more concentrated at the …

The whole Carson team is in Nashville this week for our Excell Conference! This week will be a blast and we hope if you are attending you can find us and say hi. Given we are just a tad busy, today I wanted to re-share one of the most popular blogs I’ve done so far this …

“Profitability is not an afterthought. It’s the foundation of our business.”  – Jeff Bezos Despite slowing sales growth, our on-going optimism about equities continues to be driven by fundamentals. We believe that improving profitability may continue to support earnings growth for some time to come as structural changes continue to drive efficiencies. Profitability stands as …

You may have noticed, artificial intelligence (AI) arrived on the scene with a bang. It’s a topic that’s caught the attention of CEOs on Wall Street and with good reason. Generative AI is poised to revolutionize various aspects of our personal and professional lives. Its influence has already seeped into our daily routines. Whether it’s …