Ryan Detrick
The Bears Are Back, Why That’s a Good Thing
“Even a broken clock is right twice a day.” Some well-known bears are back in the news, with their usual dour predictions, from a recession coming soon to an outright 65% market crash. You can read more about their calls here, but we’ve been hearing these same things for years now and been pushing …
Ryan Detrick
May 14, 2024
Talking About Everything Under the Sun with Eddy Elfenbein
The art of stock picking is a skill that can lead to significant rewards for those who master it. How does one sift through the noise to identify undervalued gems? What does it take to maintain a long-term perspective in a market driven by short-term sentiments? In this episode, Ryan Detrick, Chief Market Strategist at …
Ryan Detrick
May 8, 2024
Six Reasons This Bull Market Is Alive and Well
“Sometimes the questions are complicated and the answers are simple.” -Dr. Seuss 2024 came out swinging, with the S&P 500 up more than 10% in the first quarter on the heels of adding more than 11% in the fourth quarter of ’23. Back-to-back double-digit quarters are quite rare, but the good news is they …
Ryan Detrick
May 7, 2024
Buy in May and Stay
Staying on top of market trends and reviewing investment strategies is crucial for investors looking to optimize their portfolios. What does May look like historically when we look back on previous years? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the …
Ryan Detrick
May 1, 2024
Buy In May and Stay? At Least in an Election Year
“Spring is nature’s way of saying, ‘Let’s party!'” – Robin Williams Buckle up, as the trigger points for one of the most well-known investment axioms, “Sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst …
Ryan Detrick
April 30, 2024
Yes, Stocks Can Go Down
Market volatility is a constant companion for investors, but understanding the underlying economic indicators can provide a clearer path forward. How do we interpret the recent market pullback? What do the surging yields and inflation data tell us about the future economic outlook? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & …
Ryan Detrick
April 24, 2024
Let’s Talk about Geopolitical Events
“There are decades where nothing happens; and there are weeks where decades happen.” Source Unknown The escalating tension between Israel and Iran has many investors worried about what could happen next. Although we won’t pretend to know the answer, we do understand that while geopolitical events can cause near-term market volatility, they rarely cause …
Ryan Detrick
April 23, 2024
Rates Are Higher, Just Like Everyone Expected
“If everyone is thinking alike, then somebody isn’t thinking.” -General Patton The quote above is one that I’ve used more in my career than probably any other quote. Markets are all about what is priced in and what isn’t, suggesting that the big opportunities can be found by going against the crowd in some …
Ryan Detrick
April 18, 2024
Talking About AI with Dan Ives
Discover the transformative power of AI as we explore its impact on the tech industry and beyond! This week on the Facts vs Feelings podcast, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Dan Ives, Managing Director, Equity Research at Wedbush Securities. They …
Ryan Detrick
April 17, 2024
Stocks Can Go Down
“However beautiful the strategy, you should occasionally look at the results.”- Winston Churchill After more than a 30% total return on the S&P 500 the past 12 calendar months, a five month win streak, and a 27% rally in the first 100 trading days off the late October lows, we could finally be looking …
Ryan Detrick
April 16, 2024