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Here's another reminder that even the very best years have a bad day. S&P 500 up 20% for the full year has an average worst day of the year decline of 3.5%.

Is choppy action since October really a surprise? As we've noted many times, years 1 and 2 of bull markets tend to be strong, but year 3 can be choppy and frustrating. The good news? Better times are likely coming.

Have you ever seen a bull smile? Turns out a huge gain in May will do the trick. I take a look at why this strong month is a clue the 🐂 s are back in our latest Carson Investment Research blog. carsongroup.com/insights/blog/…

They told you Trump would wreck it all. They told you Japanese yields would end it all. They told you a credit event was here. They told you something called Quad Four was real. None was true. This was the best May for stocks in 35 yrs. Congrats to those who ignored the noise.

Some fodder for your favorite bear as we head into June. 🐻🐼🐨 When the S&P 500 gains more than 5% in May (like 2025) the next 12 months have never been lower and gained nearly 20% on average. No month has better future performance after a 5% gain.

April 22 was the day I went on record the lows were in and it was off to the races. This was widely hated, but sometimes it pays to look at history. This was the second extremely strong day in a short timeframe (4/9 and 4/22) and history told us the lows were in after this.

As we noted the day the S&P 500 was down 15% YTD, it is possible to get back to positive by the end of the year. Well, we are there already. Now the good news is the three times it did this saw all finish up more than double digits by the end of the year. Slingshot engaged?

Remember when they told us GDI would lead to lower GDP? Turned out, GDI was revised much higher, not GDP revised lower. Ah, those were good times.

This post-election year is playing out like they normally do. If this continues, be open to a surprise summer rally. Imagine how mad it'll make everyone ;)

A sign that the tariff mess is still here 🤔 In May S&P 500: +6.15% Russell 2000: +5.20% But R2k was outperforming S&P 500 by ~ 270 bps after the China tariff pause. Completely reversed by month-end S&P 500 ended up out-performing by 95 bps! Ryan Detrick, CMT Carson Investment Research

The S&P 500 just had its best month of May since 1990. Tariffs won't derail a century of up and to the right. (h/t Ryan Detrick, CMT)

We just completed the single best month of May for stocks in the last 35 years. All the bears were completely wrong. Stocks will continue to prove the pessimists wrong.

There are honestly people telling you this isn't a major global bull market because of some tariffs. EAFA breaking out of an 18-year base isn't bearish. Keep a diversified portfolio and ignore the fear mongers.

🇺🇸 S&P 500 Historically, the first two years of a bull market tend to deliver robust returns. While the third year may test investors' patience, historical trends suggest that better times often follow 👉 isabelnet.com/?s=S%26P+500 h/t Ryan Detrick, CMT $spx #spx

Thanks as always for including me! Eric Soda

Single Best Month of May for Stocks in the last 35 years h/t Carson Investment Research

Hello from Charlotte. Metallica and Pantera. CFH.

“The number one investment lesson was equities bottom before everything else. And so does credit and so does high yield and so does real estate. In other words, asset prices bottom so far in advance of the related fundamentals.” - Cembalest on big lessons from the past decades