Look, Let’s Cut the BS

I know what you’re thinking. Bombs dropping on Tehran. Oil ripping through $90. Payrolls just printed negative for the first time in forever. The tape looks ugly and your risk manager is probably pinging you every 30 minutes.

But here’s the thing: this is exactly the environment where US equities separate from the pack. Every single crisis in the last 85 years — and Carson Group literally ran the numbers on 40 of them — the S&P has averaged +3.4% in the six months after. The world doesn’t sell America in a crisis. It buys it.

Let me walk you through why this selloff is a gift, not a funeral. Six pillars. Real data. No hopium.