Why We Think Higher Rates Didn’t Crush the Economy
“The simplest solution is almost always the best.” -William of Ockham, better known as Occam’s Razor One year ago, right now nearly all the economists on tv told us a recession was coming. Who can forget this headline from last October? In many cases it wasn’t a question of ‘if’, but how bad it would …
Talking About the Sahm Rule and Unemployment with Claudia Sahm
The Sahm Rule is an indicator that detects recessions in real-time based on changes in the unemployment rate. This rule was proposed by Claudia Sahm, a former Federal Reserve economist and a leading expert on macroeconomic policy. Today, we learn about the Sahm Rule and more! In this episode, Chief Market Strategist, Ryan Detrick & …
Six Reasons to Be Thankful
“We do the worst possible thing at the worst possible time because we are most certain that we are right just when we are most likely to be wrong.” -Jason Zweig, writer at the Wall Street Journal As we look to finish up 2023 on a strong note, there are many reasons to be …
Three Things Every Investor Should Know
“Did you hear the one about the statistician who put his feet in the oven and head in a bucket of water? When asked how he felt he replied, ‘on average, I feel pretty good.’” -Old statistics joke One of my favorite parts about my job is I get to travel all over the country …
Why the Fed is Done
With the recent inflation data, can we say that the Fed has stopped raising rates? How will this affect the economy if this is to happen? What’s next for the stock market for the remainder of the year? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro …
Why We Think The Bull Market Should Continue In 2024
2023 has been a year unlike any other, then again, all years are unlike other years. From everyone expecting a recession and continuation of the bear market at the start of the year, to the regional banking crisis in March, to one of the best first halves to a year for stocks ever, to a …
Why Stocks Just Bottomed
A number of factors and causing the stock market to continue to experience high volatility, causing uncertainty for investors. With October’s correction, are there signs of a market bottom? A potential rally? In the latest episode of Facts vs Feelings, Carsons’ Chief Market Strategist, Ryan Detrick & VP, Global Macro Strategist, Sonu Varghese explain why …
Stocks in a Correction and the Best Month of the Year Is Here
“If there were ironclad rules, we would all be following them.” -Josh Brown of Ritholtz Wealth Management Although we saw a late October bounce, the S&P 500 officially moved into correction territory last week. By definition, a correction is when stocks are down more than 10% from a recent peak, in this case, down more …
10 Things You Might Not Know, but Should
“It’s not what you look at that matters, it’s what you see.” -Henry David Thoreau (writer) Here are a few things that caught my attention the past week or so. A few I’m guessing a lot of people don’t even know, but they should. Profit Margins Are Increasing One of the more obvious things we’ve …
Remembering the Crash of 1987
“It felt like the world was ending.” -Economist Chris Rupkey on the Crash of 1987. October is known for many things, with incredible market crashes likely being at the top of the list. The Crashes of 1929 and 1987 stand out for many investors and who could forget the selling and volatility of October 2008? …