Market Commentary: Inflation Is Hot but So Are Stocks—Why That Can Make Sense
The rally continued last week, with the S&P 500 now up seven weeks in a row for the first time since late 2023. Yes, we remain quite optimistic about the remainder of this year, but we also need to be realistic about near-term expectations, as the stock market has had a historic move of …
The Glass Half Full — Is This 1999 Again? (Ep. 011)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the question on every investor’s mind: Is this 1999 all over again? The numbers are hard to ignore. The semiconductor index …
What to Do with Your Money 1, 5, and 10 Years Before Retirement
Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. But there’s no exact science for figuring out exactly how much money you’ll need to ac …
Market Commentary: Strong Earnings, Labor Market Improvement Help Send S&P 500 to Sixth Straight Week of Gains
We might sound like a broken record, but stocks had another great week last week and made more new highs. The S&P 500 traded above 7,300 for the first time ever and now has 15 all-time highs in 2026. The main catalyst for this rally has been an incredible Q1 earnings season, with 84% of …
The Glass Half Full — The AI Wave Continues (Ep. 010)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the AI spending wave that is reshaping the economy, driving corporate profits, and fueling one of the strongest months in stoc …
Market Commentary: Stay in May Has Been OK
The incredible rally continued last week, with more gains across the board and more new highs. In the end, the S&P 500 gained more than 10% in April, the second-best April ever (going back to 1950). As we noted at the beginning of April, we expected a surprise rally, but even we didn’t …
The Glass Half Full — Powell Stays (Ep. 009)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down a historic Fed meeting, bust the “Sell in May” myth wide open, and make sense of a GDP report that looks soft on t …
Weekly Market Commentary: Markets Are Enthusiastic for the Right Reason—Strong Earnings Growth
Another week and continued optimism over progress in the Middle East and strong earnings gains have kept the rally rolling. April isn’t quite over yet, but the S&P 500 is up 9.8% this month, which would be the second-best April ever (only 2020 was better). Optimism over the Middle East …
The Glass Half Full — Momentum Begets Momentum (Ep. 008)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down one of the most powerful three-week rallies either of them has seen in their careers and make the case for why it may just be …
