Ryan Detrick
Why Stocks Up In Both January And February Is Quite Bullish
“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” Winston Churchill First off, happy Leap Day! We get an extra day every four years and hopefully you have fun today. Well, so much for February being a historically weak month. …
Ryan Detrick
February 29, 2024
It Is a NVIDIA World, We Are Just Living in It
Can NVIDIA sustain its remarkable earnings growth? This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the stock market’s current state, with a special focus on NVIDIA’s stellar earnings and the market’s overall positioning. They discuss their strategic investment …
Ryan Detrick
February 28, 2024
Ryan Appears on The Compound and Friends
I was in New York City last week to join my friends Josh Brown, CEO at Ritholtz Wealth Management, and Micheal Batnick, Managing Partner at Ritholtz Wealth Management, on their popular podcast, The Compound and Friends (TCAF). I’ve known Josh and Mike for well over a decade now and, in my opinion, they are two …
Ryan Detrick
February 27, 2024
Did the Economy Actually Slow Down?
We are confronted with a key question as we deal with economic downshifts and market swings. Does the latest data really reflect an economic slowdown? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze various indicators to assess the pace of economic …
Ryan Detrick
February 21, 2024
One Worry Right Now? The Calendar.
“I’ve been on a calendar, but I’ve never been on time.” -Marilyn Monroe The S&P 500 fell slightly last week. It was probably due to happen, as this comes on the heels of the first time in history the index was higher 14 out of 15 weeks while advancing more than 20%. In other …
Ryan Detrick
February 20, 2024
Why the Consumer and Households Appear to Be in the Best Shape in Decades
“Not everything that can be counted counts.” -Albert Einstein As you’ve probably heard many times by now if you follow the headlines, the US consumer is flush with debt and about to go under in a surge of bankruptcies and the end of civilization could be near. I’m joking, of course. We don’t think that’s …
Ryan Detrick
February 16, 2024
Talking about Bitcoin ETFs with Matt Hogan
Bitcoin ETFs are one of the most anticipated and debated developments in the crypto space. What are the implications for the market, the economy, and crypto’s future? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, speak with Matthew Hougan, Chief Investment Officer …
Ryan Detrick
February 14, 2024
S&P 5,000 Is Here, Now What?
“It has happened before.” Coach Lou Brown on winning streaks in Major League II Stocks have picked up right where they left off last year, with new highs across the board and the S&P 500 officially closing above 5,000 for the first time. Although on the surface there isn’t much of a difference between 5,000 …
Ryan Detrick
February 13, 2024
Welcome to the Year of the Dragon and Why We Remain Cautious on China
“Bulls make money, bears make money, and pigs get slaughtered.” -Old Wall Street saying We already had our New Year here in the United States, but the Chinese New Year begins on February 10th and with it the Year of the Dragon. The Dragon is very important in Chinese culture and it will be …
Ryan Detrick
February 8, 2024
Not All Rate Cuts Are the Same
“The Fed’s job is to take away the punchbowl, just as the party is getting good.” William McChesney Martin Jr., the ninth Chair of the Federal Reserve of the United States (Fed) Rate cuts are coming, but after last week’s Fed meeting and then Chairperson Powell’s appearance on 60 Minutes on Sunday, the expectations are …
Ryan Detrick
February 7, 2024