Articles authored by Ryan Detrick
Back to December
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the sharp late-November market swings, why December historically favors gains, and how shifting Fed expectations have driven sentiment. They break down sector rotation, the surprising divergence between crypto and junk tech, the return …
Seven Reasons December Should Be a Strong Month for Stocks
“I go back to December all the time.” Taylor Swift from her song Back to December I’m going to sound like an old guy, but can you believe it is December already!? Last week saw one of the best weeks of the year for stocks, as it was your typical late November seasonal strength. The …
The Toll We Pay To Invest
First off, happy day before Thanksgiving! We hope everyone has a fun day with family, turkey, naps, and football. My Bengals are on in the evening, so odds are they’ll ruin my day, but we’ll see. Now let’s get to it. After a 38% rally in about six and a half months, the S&P 500 …
Talking Macro and Charts with Jurrien Timmer
In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jurrien Timmer, Fidelity’s Director of Global Macro, to break down the current cyclical and secular bull markets, how AI compares to past transformative periods, what rising rates have meant for valuations, …
Six (Or Seven) Reasons to Be Thankful as Investors
“Being diversified is always having to say you are sorry.” Old investment axiom One of the bigger mysteries of 2025 is what exactly is with the whole “six seven” thing all the kids keep saying? I have kids and I hear it all the time, but I’ll admit, I still don’t understand it and …
Thinking About 2026
“There was a statistician and he put his feet in a bucket of ice and head in the oven. When asked how he felt he answered ‘pretty good on average’.” Old statistics joke Yes, 2025 isn’t over yet, but that doesn’t mean we shouldn’t start thinking about 2026. In fact, we are actively writing and …
Volatility, May I Meet You?
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the surge in market volatility and what they believe is truly behind it. They explore shifting rate-cut expectations from the Fed, how mixed economic data is shaping the outlook, and why recent remarks …
Three Record Breaking Streaks Are Over. How Worried Should Bulls Be?
“Life is like riding a bicycle. To keep your balance you must keep moving.” Albert Einstein Three long streaks ended yesterday and in today’s blog we will take a closer look at what it might mean. First off, I didn’t plan on writing this blog today. In fact, I had a longer blog all …
Winter Is Here
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss how markets are responding to the government’s impending reopening, improving earnings, and shifting political dynamics. They unpack why consumer sentiment remains low despite strong market and economic data, explore the reality behind so-called “K-shaped” …
Is This Really a Hated Rally?
“You don’t need a weatherman to know which way the wind blows.” Bob Dylan “Subterranean Homesick Blues” It continues to amaze me how fearful many investors get when faced with fairly normal market volatility. Last week, everyone became a market breadth expert and we were told only a few stocks were going up (which …