Ryan Detrick
10 Talking Points About the Recent Volatility
“The stock market is a giant distraction from the business of investing.” -John Bogle It might not feel like it, but stocks were having one of their strongest and least volatile years ever just a few weeks ago. Now it feels like each day has more worries and more volatility. To help, we put together …
Ryan Detrick
August 6, 2024
Chaos Is Normal
“There is nothing new in the world except the history you do not know.” -Harry S. Truman What a few weeks it has been. A former president was inches away from being assassinated, while the current president was forced out of running again by his own party, even though he won basically all the …
Ryan Detrick
August 5, 2024
Beware of August? Maybe Not in an Election Year
“August slipped away into a moment in time, ’cause it was never mine.” — Taylor Swift Let’s get right to the point, August historically isn’t a very good month for stocks. Most people know this and it is factually true, as stocks are down on average during this month since 1950 and the past 10 …
Ryan Detrick
July 31, 2024
Investing Insights with Cliff Asness
How do you balance rigorous research with open-mindedness in investing? How do you communicate effectively with clients during volatile times? This week, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Cliff Asness, Managing and Founding Principal at AQR Capital Management, for an insightful …
Ryan Detrick
July 31, 2024
Why The First 2% Drop In A Long Time Doesn’t Mean The Bull Market Is Over
“No pressure, no diamonds.” – Thomas Carlyle, 19th century Scottish historian Well, it was due to happen and last Wednesday it did, as the S&P 500 finally fell more than 2% on the day. Disappointing earnings from Tesla and Alphabet sparked it, but the reality is you can’t go forever without a bad day and …
Ryan Detrick
July 30, 2024
Seven More Reasons This Bull Market Has Plenty of Life Left
“I refuse to join any club that would have me as a member.” -Groucho Marx Have you tried to fly this week? My oh my, what a mess out there. On both Sunday and Monday nights I was stuck at airports until well past midnight. I made it to Minnesota this week for some …
Ryan Detrick
July 24, 2024
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