Great look at yesterday's CPI report and what it means for the economy, consumers, the Fed and more. Excellent job by Barry Gilbert pinch hitting while Sonu Varghese is out. carsongroup.com/insights/blog/…

This 👇 With (1) the argument (acknowledgement?) is that the labor market and economy are weak - so cut rates With (2) it looks like they have a big inflation problem and/or the inflation target is moving up from 2% (assuming they cut)

This 👇 With (1) the argument (acknowledgement?) is that the labor market and economy are weak - so cut rates With (2) it looks like they have a big inflation problem and/or the inflation target is moving up from 2% (assuming they cut)

We’re In A Healthy, Global Bull Market In this short video, our guest, J.C. Parets, Sonu Varghese, and I break down why global strength across multiple regions and sectors confirms we’re in a healthy, broad-based bull market — not just a U.S. tech rally. Full episode: 📺

We added gold to our tactical portfolios back in March 2023 (amid SVB crisis). Up 60%+ since 🙌 And we recently included it in our strategic models, on the back of our macro views New blog 👇 🙏🏿 Corey Hoffstein 🏴‍☠️ for his piece Carson Investment Research Ryan Detrick, CMT carsongroup.com/insights/blog/…

$UNH is the stock of the week after Warren Buffett bought some. Well, J.C. Parets was talking about why this looked good BEFORE the huge move. Yet another reason to 🎧 to Facts vs Feelings each week. Sonu Varghese 📺 youtu.be/ot6VoIdjVWE?si… 🎧 podcasts.apple.com/us/podcast/fac…

“Surprisingly, businesses ‘have come out of this whole thing looking better in some ways than they did in February or March,’ said Sonu Varghese

UnitedHealth ($UNH): The Bounce of a Lifetime? UnitedHealth has crashed hard, losing $350B in value and retracing 61.8% of its long-term rally. Is this a textbook Elliott Wave setup and the bounce of a lifetime? J.C. Parets lays out the trade with Sonu Varghese and me. Full

Hear from our team Sonu Varghese Carson Investment Research Could gold continue to help diversify portfolios.

We've done 148 episodes of Facts vs Feelings and this one with J.C. Parets is the most viewed ever. It just topped the previous record with Warren Pies from earlier this year. Sonu Varghese I think we need Warren back soon to defend his record! youtu.be/ot6VoIdjVWE?si…

In our latest Carson Investment Research blog, I explain why the Fed can indeed cut rates with stocks near ATHs. I also discuss why under the surface there are clues some seasonal weakness is quite likely. carsongroup.com/insights/blog/…

One of my all-time favorite segments from 148 episodes of Facts vs Feelings that Ryan Detrick, CMT and I have done ... Why does nobody believe in momentum & trends? J.C. Parets: "Because humans are crazy" 🔥 Don't fight the market! Full episode: 📺 youtu.be/ot6VoIdjVWE?si…

"Cautiously" the key word. A September cut is likely. It is not a lock.

I think this change is dovish, quite a bit so If they were pursuing FAIT, they’d have to push inflation lower than 2% for a while given it’s been much higher for a few years now, i.e. run policy really tight. But going back to just flexible inflation targeting means they won’t