Kevin Warsh didn’t want to give forward guidance. But guidance from his fellow members more or less trapped the Fed into holding rates unchanged in October, despite their own description of 1) a ...
Happy Halloween “observed”. I had no choice but to use some kind of scary synonym in the title, as we approach a Saturday Halloween. I wanted to revisit some observations from a couple of months back, ...
“I never worry about the problem. I worry about the solution.” – Shaquille O’Neal We know two things: Tomorrow is historically the best day of the year for stocks, and Kevin Warsh has been at the ...
Economist Chris Rupkey on the Crash of 1987 October is known for many things, with incredible market crashes likely at the top of the list. The crashes of 1929 and 1987 stand out for many investors, ...
Welcome to Carson Investment Research’s Earnings Check-In. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index ...
Everyone’s been complaining that the market lacks breadth, and now we have more of it. On October 22, 324 of 500 S&P 500 companies gained, with the median stock up 1.09% (177 gained over 2%). Yet the ...
In the third quarter, the Bloomberg US Aggregate Bond Index (“Agg”), the most widely used bond benchmark, fell 3.5%, its worst quarter since Q4 of 2022 (-4.8%). Suddenly, the trauma of 2022 was back ...
Welcome to Carson Investment Research’s Earnings Check-In. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index ...
CWM, LLC is an Investment Advisor registered with the U.S. Securities and Exchange Commission. We offer our clients investment advisory services. Clients should understand that the services we provide ...
I’m not one to usually worry about government debt but I believe we have a problem, folks. Inflation’s elevated and AI needs a ton of capital to finance its buildout, both of which would normally ...
Carson Investment Research’s 2026 Market Outlook is almost here, and in the meantime the Investment Research Team wanted to look at how active managers have performed in 2025, what may be the causes ...
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