Carson Group

This week’s charts talk about the re-accelerating labor market, real rates, productivity, and what history shows after a historic rally.

We’ll keep publishing Charts of the Week every Monday.

To view this week’s Charts of the Week, click here: 

Solar stocks are finally seeing brighter skies. After spending much of the past two years under a cloud of higher interest rates, policy uncertainty, and industry oversupply, the crisis in the Middle East has renewed the focus on energy independence and propelled these stocks to be some of the best performers in the market as of recent. This rally may be about a bigger story,...

“It is human nature to overestimate risk and underestimate opportunity.” Jeff Bezos

Here are a few things I’ve been thinking about lately.

Last Friday, the S&P 500 fell 2.6%, marking the worst day of the year. Yes, it didn’t feel good, but after the historic nine-week rally, it would have been foolish not to expect some type ...

With the huge run-up in AI-related stocks, the obvious comparison everyone makes is to the 1990s. However, beyond the fact that we have transformational technology in the works now, akin to the internet in the 1990s, there’s not a lot else that’s common.

For one thing, real GDP growth averaged 4.5% from 1996-1999, whereas it’s clocked in at an annualized pace of 2.5% f...

Retirement portfolio management presents a fundamentally different set of challenges than accumulation-phase investing. The transition from building wealth to distributing it introduces risks that traditional asset allocation frameworks were never fully designed to address. Among the most compelling structural solutions to emerge from decades of practice is the bucketing inve...