Facts Vs Feelings Take 5 – More Good News

In the latest episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist, guest host Barry Gilbert, VP, Asset Allocation Strategist, reflect on the many reasons investors can be thankful this year — from strong corporate earnings to broad market resilience across asset classes. They …

Stocks were volatile again last week, with worries about private credit, an implosion in cryptocurrencies and resulting forced technology selling, rising odds of the Federal Reserve (Fed) Bank not cutting rates in December, and AI valuations all cited at one time or another as a reason for …

In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, focus on why volatility is a natural part of investing, how recent market dips fit into long-term patterns, and why maintaining discipline matters more than reacting emotionall …

The S&P 500 was higher Monday, Tuesday, and Wednesday last week on optimism over the government opening back up. Then doubt about a December rate cut shifted the mood and we saw a massive drop on Thursday, which then bled into a big gap down on Friday morning. But by the end of the day, …

In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, look ahead to the coming year and explore why market strength may continue beyond 2025. Ryan and Sonu discuss long-term return patterns, the power of momentum, and t …

The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …

One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! Live from the New York Stock Exchange, Ryan shares his on-the-ground perspective while Sonu joins remotely to discuss what’s driving today’s market momentum. Togeth …

Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion  The incredible rally continues, justified by some spectacular earnings result …

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. This week, the discussion focuses on the Federal Reserve’s latest interest rate cut and what it means for investors, markets, and the economy heading into year-end. …