Chief Market Strategist at @CarsonGroupLLC
🔎 for the perfect BBQ
Host to the Facts vs Feelings podcast
CNBC Contributor
Portfolio Manager to +$8B in AUM
Always fun to join @KellyCNBC on @CNBCTheExchange, but to do it in person is even better.
Breadth has weakened some, but early September weakness isn't a surprise. Yet, we still think a rally this month is possible. We discussed this and more.
⏯️
cnbc.com/video/2026/09/…
Is it a bird, is it a plane?
No, it’s the US 10-year (now at 4.89) 🦸♂️🚀
Need Scott Bessent to throw some more kryptonite on this thing 😀
Btw ... none of this should be a surprise
carsongroup.com/insights/blog/…