Our Investment Philosophy

What a week last week was, as the S&P 500 gained more than 3% on Monday after a 90-day pause in tariffs with China was announced. Incredibly, stocks gained the next four days as well. March 2003 was the last time we saw a Monday that strong, followed by the next four days green as …

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and explore the possibility that the worst may be behind us. With tariffs rolled back and earnings season exceeding expectations, could the lows be i …

What a few weeks for investors. Yes, the S&P 500 lost a little ground last week. But let’s not miss the forest for the trees. After more than a 10% drop in only two days after Liberation Day on April 2, fear and panic was in the air. As we noted many times last month …

In this week’s episode, Ryan Detrick, Chief Market Strategist, reports live from the bustling Sixth Street in Austin while Sonu Varghese, VP, Global Macro Strategist, holds down the fort in a much quieter spot. Despite the market noise—both literal and financial—there’s actually some …

What an end to April, and May is off to a strong start as well. In fact, the S&P 500 finished higher the last seven days of April, tying the longest win streak to end that month ever. It didn’t end there though, as stocks have gained the first two days of May, for an …

In this episode of Carson’s Take Five, Ryan and Sonu break down the headline-grabbing GDP miss of -0.3% and ask the big question: Should you sell in May? They explain why the negative GDP number doesn’t mean the U.S. is in a recession, diving into the components of growth and what really ca …

What a Week Last week started with a huge 2.4% drop in the S&P 500, but it ended with a four-day win streak and stocks up 4% on the week. The rally started when President Trump opened the door to drastically lower tariffs on China, but it was also a big week for earnings. Although …

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! In this fast-paced episode, Ryan and Sonu unpack a major question shaking investor confidence: Can President Trump fire Federal Rese …

As market volatility has increased in recent weeks, we wanted to reach out and let you know that we are closely monitoring these developments. Indeed, we anticipated that volatility would return in early 2025. While headlines may cause concern, please know that our team has been actively pr …

“Everybody in the world is a long-term investor until the market goes down.” – Peter Lynch, famed manager of the Fidelity Magellan Fund