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The Seven Week Win Streak is Historic and Potentially Quite Bullish
The last three times we had a 7 week win streak for the S&P 500 that was up more than 10% saw stocks up more than 20% a year later each time. In fact, never lower a year later looking at all seven prior instances. I'd file this in the...
Read MoreExtreme Pessimism Often Preceded Double-Digit Returns For Equities
Sources: Capital Group, Bloomberg, S&P Global, University of Michigan. Consumer sentiment bottoms are reflected by cycle lows for the University of Michigan's Consumer Sentiment Index, which is a monthly survey-based index that...
Read MoreU.S. Equities Outshined Gold and Silver Over The Past 40 Years
U.S. equities outshined gold and silver over the past 40 years
Read MoreA Good Start To The Year= Happy Bulls
23 of the past 25 times the S&P 500 was up >5% YTD going into May saw the rest of the year higher. This is another clue this bull market likely has a few more tricks up his sleeves in 2026. Ryan Detrick, CMT on X: "23 of the past 25...
Read MoreStaying Invested: Missing The Best Days
Staying invested is a key principle of long-term financial success. This chart shows the impact of missing the best market days over the past 25 years. Staying invested through ups and downs can make a significant difference in final...
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S&P 500 Average Annualized Forward Total Returns
Wondering which month is the best time to start investing? The right answer is any month. Just start!Peter Mallouk on X: "Wondering which month is the best time to start investing? The right answer is any month. Just start! https://t...
Read MoreLooking Beyond Conflict: Viewing Volatility As Opportunity
Investors are climbing a high wall of worries in 2026. With wars in the Middle East and Ukraine, messy trade disputes in the world’s major economic regions, growing fears over the impact of artificial intelligence, and deep political...
Read MoreAnatomy of a Recession: 2Q'26 Outlook
The drag from higher oil prices should negate some but not all the fiscal stimulus from the OBBB in 2026.
Read MoreDon't Fear All-Time-Highs
One of bigger worries investors have is investing at all-time highs for the S&P 500. Should you have a fear of heights?
Read MoreAnnual Returns and Pullbacks
This chart shows the annual returns and largest intra-year decline for the S&P 500 price index. The largest intra-year decline is measured as the steepest peak-to-trough decline for the index during the calendar year.
Read MoreAOR Update: Buy the geopolitical dip?
The pinch to American wallets from higher energy costs should be smaller than historical parallels would suggest, which should help insulate the US economy better than was experienced during past oil spikes induced by geopolitical conflicts
Read MorePutting 2026 Stock Market in Perspective
Markets are never a straight ride up. Since 1980, the S&P 500 has averaged double‑digit gains while dropping roughly 14% each year. Volatility is simply the cost of long-term reward
Read MoreDistribution of S&P 500 Annual Returns
Only 12 times in history did stocks fall more than double digits, aka the dirty dozen. Excellent look at these 12 years by @gilbert3142 of the @CarsonResearchteam. https://carsongroup...
Read MoreNine Months In A Row The Dow Is Higher
The Dow is up 9 months in a row and we are in the banana peel month of February. Yes, they might blame it on AI or something else, just know a little pause here and now is perfectly normal and probably healthy.The Dow Jones Industrial...
Read MoreRanked Selected Index Returns 12/31/2025 to 3/6/2026
Yes, the S&P 500 is down a little bit in 2026. But various other assets and sectors are higher on the year. A good reminder why staying diversified (and avoiding going all in on the hottest areas like growth) is prudent for investors...
Read MoreStocks Have Bottomed In Mid-March The Past 20 Years
The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major...
Read MoreHow $100 Oil and the Middle East Conflict Affect Investors
The bottom line? While the conflict in Iran has pushed oil prices above $100 and created volatility, financial markets and the economy have historically adapted to supply shocks.
Read MoreWars and the Stock Market
The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major...
Read MoreThe Sweet Spot
S&P 500 up 1.4% in January. Rest of year up 87% of the time when January is higher. But when it up between 0-2%? Lower only once. Small clues 2026 should be an above average year for investors.The Standard & Poor’s 500 Index (S&P500)...
Read MoreThe Carson Quilt Chart
Here's our updated and always popular@CarsonResearchQuilt Chart.
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