“People calculate too much and think too little.” Charlie Munger Happy April Fool’s Day for those who celebrate! Stocks have been struggling lately, and this is no joking matter. Could we see a bear market in 2026? The S&P 500 recently was down about 9% from the late January peak. We did a lot …
Ryan Detrick
April 1, 2026
In Episode 181 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most consequential geopolitical developments in recent memory, the ongoing Strait of Hormuz crisis, and what it means for oil markets, global supply chains, and your portfolio. …
Ryan Detrick
April 1, 2026
“The stock market is fun and sometimes, very painful.” Regis Philbin The rollercoaster market continues. News and rumors are dominating the discussion, and no one seems to know what to really believe. In today’s blog, I wanted to take a bigger look at things and show five lessons that all investors need to know, especially …
Ryan Detrick
March 25, 2026
In Episode 180 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, discuss a volatile market environment shaped by inflation concerns, rising yields, geopolitical uncertainty, and shifting investor sentiment. They break down why a rough week in markets may not be as unusual …
Ryan Detrick
March 25, 2026
“If everybody is thinking alike, then somebody isn’t thinking.” General Patton The quote above is one I use all the time and I’d put it at my second most used quote, after Mark Twain’s “History doesn’t repeat itself, but it often rhymes.” While our team remains constructive on this bull market and we don’t see …
Ryan Detrick
March 18, 2026
The most dangerous shortages are the ones you don’t see coming. What happens when global oil flow is disrupted and the Strait of Hormuz becomes a bottleneck for the world economy? In Episode 179 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, …
Ryan Detrick
March 18, 2026
“Don’t trust a skinny ice cream man.” Ben & Jerry’s Ben Cohen The volatility and confusion continue. On Monday, hope was the war in Iran would be over soon, but that quickly lost steam and crude oil soared back up close to $100/barrel later in the week. There are a couple ways to look …
Ryan Detrick
March 13, 2026
Artificial intelligence continues to dominate headlines and investment flows, but understanding the technology behind it requires looking beyond the hype and into the structure of the ecosystem itself. In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with …
Ryan Detrick
March 11, 2026
Oil spikes. Gas jumps above $3. Inflation expectations shift in a matter of days. Suddenly the market isn’t debating disinflation or AI productivity. It’s asking whether we’re entering a new inflation shock. In Episode 177 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson …
Ryan Detrick
March 4, 2026
The Chinese word for ‘crisis’ has two symbols. One is ‘danger,’ and the other is ‘opportunity.’ On Saturday, the US and Israel struck Iran in a large-scale attack that included the death of Iran’s Supreme Leader Ayatollah Ali Khamenei and other top leadership. There are more questions than answers right now, but in the …
Ryan Detrick
March 2, 2026