Ryan Detrick
Is This Really Happening?
Market chaos and travel nightmares might seem unrelated, but they both reveal deeper systemic issues and opportunities. How do travel disruptions reflect broader economic vulnerabilities? What historical parallels can we draw to understand current market trends? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at …
Ryan Detrick
July 24, 2024
7 Reasons the Times Are A-Changin’ for Small Caps
“You’re killin’ me, Smalls!” -Ham Porter in The Sandlot We’ve liked small caps all year and we’ll be the first to admit they’ve been frustrating. But the times, they are a-changin’! I will share a lot of charts and tables (in no particular order) as to why we think this underloved, underappreciated, and underowned area …
Ryan Detrick
July 17, 2024
Inflation is Last Year’s Problem
Inflation is no longer the primary concern for investors, as market dynamics begin to shift and new opportunities arise. How do recent inflation trends impact market behavior? What are the implications of the recent rally in small caps, and how do geopolitical events influence market reactions? In this episode, Ryan Detrick, Chief Market Strategist at …
Ryan Detrick
July 17, 2024
Here’s Our Midyear Outlook
Carson’s midyear outlook “Eyes on The Prize” is out now! How do you balance immediate market reactions with overarching economic indicators? What strategies can help investors stay focused amidst market noise? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into their …
Ryan Detrick
July 10, 2024
Why A Good First Half For Stocks Bodes Well The Second Half
“Never put off till tomorrow what you can do the day after tomorrow.” — Mark Twain The S&P 500 was up 14.5% in the first half of the year, with the Dow up only 3.8%, but the tech-heavy NASDAQ up 18%. Be aware that none of these important indexes topped the first six months from …
Ryan Detrick
July 2, 2024
Here Comes July, Historically the Best Month the Past 20 Years
“Everything good, everything magical happens between the months of June and August.” Jenny Han, writer of The Summer I Turned Pretty trilogy After gaining close to 5% in May, the S&P 500 is on pace for another very solid month in the usually weak month of June. We had pushed against the majority view that …
Ryan Detrick
June 27, 2024
Thoughts On Tomorrow’s Debate
“I don’t make jokes, I watch the government and report the facts.” -Will Rogers Get your popcorn ready, as tomorrow’s debate is the earliest in election cycle history and it is also the first time in history that neither debater is officially their party’s candidate (the Republican Convention is July 15-18 and the Democratic Convention …
Ryan Detrick
June 26, 2024
Why Even Nvidia Can’t Stop This Bull
What drives the relentless ascent of stock prices, and how does a tech giant like Nvidia find itself at the forefront of market value? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group dive into the current bull market and discuss potential future …
Ryan Detrick
June 26, 2024
Just How Strong Is 2024? And Why the Summer Rally Isn’t Over Yet
“However beautiful the strategy, you should occasionally look at the results.” – Winston Churchill The amazing bull market continues and 2024 is turning into one of the better starts to a year ever. Yes, there have been some much better years, but considering the S&P 500 gained 25% last year, the approximately 15% gain this …
Ryan Detrick
June 21, 2024
The Biggest Mistake The Fed Could Make
What is the biggest mistake the Fed could potentially make? With inflation cooling off, is the change in the Fed’s behavior the right move? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the Federal Reserve’s recent decisions, the outlook for inflation, …
Ryan Detrick
June 20, 2024