Due to a stable economy, higher interest rates, and low investor expectations that have become even lower, Carson Investment Research is upgrading the financial sector to overweight. We feel that the recent volatility ignited by a handful of regional banks is probably not over. However, we feel that investors searching for the next “big short” …

8 Principles of Equities: #1 – Nothing Beats Long-run Equity Returns Carson Investment Research recently published our 8 Principles of Equities. The first is the most important—In our opinion, nothing beats long-run equity returns. Not bonds. Not housing. Not gold, oil, or copper. Frankly, it’s not even close. Sure, there may have been periods of …

Apple (AAPL) Edition A necessary part of any thorough research process is considering both the upside and downside investment case.  The “bull” case is optimistic, characterized by the upward thrust of a bull’s lowered horns during battle.  Meanwhile, bears fight by standing high and swiping down their sharp claws, exemplifying the potential risk of an …

Carson’s House Views are the foundation of our asset allocation recommendations.  Our partners and clients can utilize these directly through our proprietary House Views models or expressed independently using various ETFs available on our platform.  We’re overweight commodities strategically and tactically due to improving demand as global economies recover from a difficult 2022 and China …

Executive Summary 2023 S&P EPS estimates are falling (now $222), but stocks have added to YTD gains Don’t forget that stocks have been anticipating a slowdown since early 2022, when the S&P 500 fell nearly 20% despite a ~6% rise in EPS. Two reasons for the rally: Most companies have given encouraging 2H outlooks, allowing …

The stock market is many things: It is the greatest wealth creator known to humanity It funds some of the most innovative companies in the world It changes lives It is intensely competitive, humbling even the sharpest minds There are many ways and styles to navigate this beautiful yet treacherous terrain.  One is not always …

“The Waiting” We made Tom Petty’s 1981 classic “The Waiting” our theme song for this earnings season as investors are seeking the direction of earnings and the economy amidst strong cross currents. When writing the song, Petty noted that he got the chorus right away, along with the song’s guitar riff. However, he said the …

“The Waiting” Tom Petty’s 1981 classic “The Waiting” was inspired by a Janus Joplin quote; “I love being onstage.  Everything else is just waiting.”  We feel the same about earnings season.  This is the main event.  It only happens every three months.  Everything else in between (news headlines, analyst rating changes, charts, etc.) is just …

Note that none of this commentary constitutes buy/sell/hold recommendations. We selected Tom Petty’s “The Waiting” as our theme song for this reporting season in our recent Earnings Preview.  We feel that it captures investors’ sentiment as we await to see if this sideways market can find direction, either through evidence of an incoming recession or …

Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.