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 ...
The Fed raised interest rates in September for the first time since 2023, and the AI spending boom hasn’t slowed. The New York Times recently explained why: if a company expects an AI project to earn ...
“I have a theory that the truth is never told during the nine-to-five hours.” Hunter Thompson, American Journalist and Author For the first time since August 13, the S&P 500 closed at a new all-time ...
“If the opposite of pro is con, then the opposite of progress must be Congress.” Sam Stovall, Chief Investment Strategist at CFRA Ready or not, midterm elections are coming. We’ve already discussed ...
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