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, ...
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 ...
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 ...
“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, ...
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 ...
We just got the latest read on the Fed’s preferred inflation metric, the personal consumption expenditures (PCE) index. This was an important release because the Bureau of Economic Analysis revised ...
“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February.” Mark Twain ...
The headline above seems ridiculous when gas prices are almost $4.50/gallon and diesel is at a record $6.52/gallon (nationwide averages). Inflation is running hot across the board, from electronics to ...
“The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” -Michelangelo There’s an old saying on Wall Street to never short a dull ...
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