Ryan Detrick
Would You Believe Me If I Told You?
They call it March Madness for a reason, but this is getting a tad extreme. Besides the fact that no 1, 2, or 3 seeds made the Final Four, the real madness can be found in the financial world. What we’ve seen so far this March has been unbelievable in so many ways. In fact, …
Ryan Detrick
March 28, 2023
Jeremy Siegel Joins Carson Research’s Facts vs. Feelings Podcast
This week we dropped the 26th episode of our Facts vs. Feelings podcast, and it was a good one. We had Professor Jeremy Siegel on with Sonu and myself, and boy, did we have fun. Here are some highlights from our discussion. I won’t give it all away, as we want you to watch it …
Ryan Detrick
March 24, 2023
Is This The Most Important Chart in The World?
The latest worry du jour has been about Swiss Banking giant Credit Suisse Group AG (CS). Think about this, it was down 24% last week and then another 53% on Monday. Here’s the catch, it was down more than 90% from the all-time highs at the beginning of last week before all the really bad …
Ryan Detrick
March 21, 2023
Did the Fed Drink Green Beer?
What a wild ride it has been the past few weeks in markets, but one thing we can’t deny is the calendar. We are in the thick of March Madness season, and today officially kicks off the First Round of the NCAA tournament. Odds are, if you are reading this, you are probably sneaking off …
Ryan Detrick
March 16, 2023
What You Need to Know About Silicon Valley Bank
“A small spark can start a great fire” – Emmet Fox A bank many of us had never heard of this time last week now has the entire financial spectrum on the brink of disaster. Or does it? Here are some things you need to know about Silicon Valley Bank. The second-largest bank failure ever …
Ryan Detrick
March 13, 2023
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