Ryan Detrick

A Closer Look at Seasonality

We talked a lot about how February (especially the second half of February) could be a potential break for stocks, well the good news is that we now see many signs of better times potentially coming soon. Here’s what the average year for the S&P 500 looks like. Looking at the chart below, the blue …

Ryan Detrick

March 8, 2023

Four Things I Learned In Warren Buffett’s Annual Letter

The Oracle of Omaha did it again. He released Berkshire Hathaway’s Annual Letter to his shareholders recently and as usual, it was full of wit, insight, humility, humor, and decades of wisdom. I’d encourage you to read it for yourself, but here are four things that really stood out to me. 1. One or two …

Ryan Detrick

March 1, 2023

The February Hangover Is Nearly Over

After the 11th best start to a year ever for the S&P 500 as of Valentine’s Day, stocks have pulled back the second part of the month in what we would classify as perfectly normal price action. Here’s a chart we started sharing at the beginning of the month and sure enough, the later part …

Ryan Detrick

February 28, 2023

12 Things Every College Student Should Know

I had the honor to recently speak with students at Xavier University in Cincinnati. I graduated from Xavier 22 years ago this upcoming May, so I was now the old person in front of a bunch of students trying to tell them what they needed to know. The good news is they all seemed to …

Ryan Detrick

February 22, 2023

The Valentine’s Day Indicator Sees Green In 2023

First things first, this is a three-day weekend for many of us and I hope everyone enjoys the long President’s Day weekend. And if you need to buy a mattress, this is your Super Bowl weekend, good luck out there. Speaking of the Super Bowl, this is our yearly reminder that someone should run for …

Ryan Detrick

February 17, 2023

Time Is Your BFF When It Comes to Investing

“You can learn a lot by looking.” Yogi Berra Did you know that the S&P 500 is up about a coinflip of the time on any one day? That’s right, since 1950, the S&P 500 has closed green 53.0% of the time. So the secret that nearly everyone knows but few uses to their advantage …

Ryan Detrick

February 14, 2023

Do Stocks Want the Eagles or Chiefs to Win?

“Baseball is 90% mental, the other half physical.” Yogi Berra First things first, don’t ever invest based on who wins the Super Bowl. Or the coin toss, or how bad the refs will be, etc. With that out of the way, it is Super Bowl season and that means it is time to talk about …

Ryan Detrick

February 8, 2023

Five Clues This Isn’t Just a Bear Market Rally

“When the facts change, I change my mind. What do you do, sir?” John Maynard Keynes Stocks are off to a roaring start to 2023, which has many claiming this is just a bear market rally and one that will likely end with new lows. Carson Investment Research has quietly been taking the other side …

Ryan Detrick

February 7, 2023

The Trifecta of Bullish

As we noted yesterday, 2023 is off to a great start for stocks, especially when compared with what we saw in 2022. Well, here’s another potentially bullish development that just triggered. I call it the Trifecta of Bullishness. Yes, I made it up, but I like it. Stocks were up nicely in January, we know …

Ryan Detrick

February 1, 2023

So Goes January, Goes the Year?

“There is nothing new in the world except the history you do not know.” Harry S. Truman Well, well, well, isn’t this nice? Stocks have come out swinging in 2023, and we are looking at a very solid first month of the year. The next question is, does a good January mean much for the …

Ryan Detrick

January 31, 2023