Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ Host to the Facts vs Feelings podcast CNBC Contributor Portfolio Manager to +$8B in AUM
Cincinnati
Joined February 2009
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Carson offers investment advisory services through CWM, LLC, an SEC Registered Investment Adviser. 14600 Branch St. Omaha, NE 68154
Ryan Detrick, CMT retweeted
39 years ago this week, the Dow fell 22.6% in a single day. @RyanDetrick looks back at the Crash of 1987, from Greenspan stuck on a plane to why stocks still finished the year in the green.
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Here's the always popular @CarsonResearch Earnings Season Snapshot. So far so 💪
More on it all
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We were joined by @LibbyCantrill of @PIMCO on Facts vs Feelings this week! This was her fifth appearance and it was awesome. 👇 👇
PIMCO's Libby Cantrill joins @RyanDetrick and @sonusvarghese two weeks out from the midterms.
🗳️ The case for a blue wave
🏛️ A tough Senate map
🏗️ The data center backlash
📊 Why markets like gridlock
🏦 Deficits, yields, and the Fed
Full episode 👇
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This conversation between @philrosenn and @MebFaber was so good. Meb was on 🔥
The AI boom is still ripping but a handful of undervalued corners of the market look set to outperform.
I sat down with @MebFaber to unpack the "bear market in diversification," the global buyback boom, the risks of the tech trade, why he's bullish on non-US stocks, and building a new portfolio from scratch today.
Meb is a true student of history. He's among the best of the best in markets.
TIMESTAMPS:
0:00 - Historic bull market
4:28 - Bear market in diversification
7:40 - Opportunities outside the US
9:51 - US stocks look expensive
11:37 - Buyback revolution
17:02 - Value without avoiding tech
20:45 - SpaceX, Anthropic, OpenAI
22:34 - Will AI be a good investment?
27:07 - Building a portfolio from scratch
31:57 - Investing at all-time highs
33:28 - Shareholder yield
39:14 - @CambriaFunds @TheIdeaFarm
Not everyone was talking about a recession this time four years ago. Here is @sonusvarghese on October 6, 2022 on why Economic Indicators Still Don’t Point to a Recession
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Remembering our friend @JBoorman today. He passed away six years ago. 🙏 ❤️ 😇
Good reminder that the number of households with incomes of $150k or more have moved from 5% to 28% the past 60 years.
Great compilation of scary headlines that were all very, very wrong from @awealthofcs
As someone who tries to only fly United anymore because they have Starlink, has Starlink in my house, and has a Starlini mini, I don't think any of this $SPCX news is very surprising.
One of the big stories from October (so far) is how breadth has gotten significantly better.
S&P 500 A/D line has been soaring the past few weeks, but it is now nearing a big level. Should it eventually get above this line (I think it will), new highs on the S&P 500 won't be far behind.
Four years ago right now I wrote why we likely just made a major bottom and the bear market was over. We've been bullish ever since and still think the 🌊 isn't done yet.
This bullish call was mocked for nearly two years.
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Breadth continues to improve, with new highs in the number of stocks in the S&P 500 above their 20-, 50-, and 200-day MAs.
Bull markets only stop once they are murdered. @sonusvarghese explans
