Is Anyone Bullish? (Part 2)
“Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed unconventionally.” -John Maynard Keynes Stocks have had a great start to 2023 and the economy continues to surprise to the upside, with China specifically showing a turn for the better. If one of the largest economies in the world …
Volatility Is The Toll We Pay
“It’s a proprietary strategy. I can’t go into it in great detail.” – Bernie Madoff Although Bernie Madoff was quite vague when asked how he had a strategy that printed money month after month when no one else could match it, as investors we know one thing and that is markets don’t always go straight …
Three More Bullish Signals The Bears Don’t Want To See
“If you don’t know where you want to get to….it doesn’t matter which way you go.” -The Cheshire Cat to Alice in Alice in Wonderland. Stocks have continued to stage an impressive rally off the mid-March lows, so much so that we have now seen multiple rare and potentially bullish signals trigger. Today, I’ll take …
Cautiously Optimistic with Sam Ro
Sam Ro, the founder of TKer, joined Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, for a really fun and interesting discussion on the recent Facts vs Feelings podcast. The Carson Investment Research team is a huge fan of Sam, as we’ve followed him for years, starting back at BusinessInsider and …
Burt White and The New Currency
An interview with Burt White on Where This Industry, and Carson, Are Headed Carson Group’s Managing Partner and Chief Strategy Officer Burt White recently joined Carson Partner Lawrence Sprung on Larry’s podcast called the Mitlin Money Mindset. If you are an Advisor in our industry and you want to see where the industry as a …
A Big Win for the Bulls
“We may not know where we are going, but we better know where we stand.” Howard Marks, Co-Founder of Oaktree Capital Management A little-known technical indicator triggered in the first quarter, and it could bring smiles to the bulls. This one is known as the December Low indicator, and it is fairly straightforward: when the …
Here Come the April Flowers
It was anything but smooth, but stocks are set to begin 2023 with a solid start, with the S&P 500 up more than 5% for the year with one day to go in the first quarter. Although we continue to hear how bad things are, we’d like to note that these gains came on the …
Would You Believe Me If I Told You?
They call it March Madness for a reason, but this is getting a tad extreme. Besides the fact that no 1, 2, or 3 seeds made the Final Four, the real madness can be found in the financial world. What we’ve seen so far this March has been unbelievable in so many ways. In fact, …
Jeremy Siegel Joins Carson Research’s Facts vs. Feelings Podcast
This week we dropped the 26th episode of our Facts vs. Feelings podcast, and it was a good one. We had Professor Jeremy Siegel on with Sonu and myself, and boy, did we have fun. Here are some highlights from our discussion. I won’t give it all away, as we want you to watch it …
Is This The Most Important Chart in The World?
The latest worry du jour has been about Swiss Banking giant Credit Suisse Group AG (CS). Think about this, it was down 24% last week and then another 53% on Monday. Here’s the catch, it was down more than 90% from the all-time highs at the beginning of last week before all the really bad …