“Life is what happens while you are busy making other plans.” John Lenon
Boy, it is cold out there! 🥶🧊
We are pretty much snowed in in Cincinnati on Monday, but at least we have power. I hope everyone is safe and warm this week!
In today’s blog, I wanted to go over my busy Monday, as I did a good deal of media stuff that you might find interesting. But first, be aware that January is about to end, and we should finish higher. This could be a good sign for the bulls. 🐂
Let’s Watch January
First things first — the S&P 500 has now been alternating in January between three years of gains and three years of losses going back 18 years! Should we get some nice reactions to earnings this week, we could end this streak and have a higher January four years in a row. And as I’ll show next, if you are bullish, you’d like to see a higher January.
I’ll talk a lot more about this in detail next week (and I don’t want to jinx it), but the January Barometer is an old investment axiom that says, ‘So goes January, so goes the year.’ No, never invest in just one thing like this, but when January is higher, the next 11 months have been higher nearly 87% of the time. That is something I’d like to see happen. 😉
A Busy Day
Most of the country was stuck inside on Monday, which opened the door for me to do a lot of media. You see, they know I have a setup in my basement, and it is very easy for me to turn on my lights and click a few buttons, and away we go.
I started off Monday morning, waking up around 4:45am ET for a hit on CNBC’s Worldwide Exchange. This was a big deal, as today was Morgan Brenan’s first day hosting this show, so it was an honor to join. Plus, my friend Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush, was on the same panel as me. He outdressed me as always, but I can live with it.
The panel was two segments, and below you can watch some of the second segment. We covered a ton of ground here. Among other things, I talked about our expectations of a dovish Fed this year, and I brought up the January Barometer as well.
Then I worked on some slides for our Monday Morning Call, which we do each week with our Carson Partners. Sonu Varghese, VP, Global Macro Strategist, and I did a live webinar for more than 45 minutes covering more than 20 slides along the way.
I then had another live interview, this time with Nicole Petallides on Schwab Network, right after the opening bell. This was a seven-minute conversation, and we discussed earnings, the bull market, and our view of potential major drivers of a strong market in 2026.
I then broke out my face for radio, with a radio hit on The Business Briefing on SiriusXM with Janet Alvarex. I join her each and every Monday at 10 am ET to discuss the week that was and things to watch for the coming week. They don’t have a recording of this, but be sure to tune into channel 132 each Monday at 10 to hear us.
I wrapped up a busy day of media by recording a podcast in the afternoon with my friend Kenny Polcari for his new Trader Talk podcast on Yahoo! Finance. This one comes out in a couple days, so be sure to look out for it!
That’s a lot of talking for one day, and I’m pretty tired! Thanks as always for reading and be safe out there everyone!
For more content by Ryan Detrick, Chief Market Strategist click here.
8739012.1. – 27JAN26A
