Ryan Detrick
The Fed Comes Bearing Gifts
A rare split is opening inside the Federal Reserve. Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Wealth, dig into what that tension really means as growth projections move higher and rate cuts keep coming. They break down the widening gap between market expectations and the Fed’s own outlook, …
Ryan Detrick
December 17, 2025
Don’t Stop Believing
“Just a small town girl, livin’ in a lonely world. She took the midnight train goin’ anywhere… Don’t stop believin’, hold on to that feelin’.” Journey, “Don’t Stop Believin’” After peaking on October 28 and seeing a more than 5% mild pullback into late November, the S&P 500 moved back to new all-time highs on …
Ryan Detrick
December 16, 2025
10 Years Ago
“If you are going through hell, keep going.” Winston Churchill 10 years ago yesterday I was doing some work at home in our basement and suddenly heard a large crash in our garage. I ran upstairs to see what it was and saw that the entire ceiling had collapsed. Parts of the ceiling were hanging …
Ryan Detrick
December 10, 2025
Is Reacceleration in the Cards?
In this week’s episode of Facts vs Feelings, Ryan Detrick and Sonu Varghese dig into the market’s latest shift toward a potential economic reacceleration, looking at rising global yields, what the renewed steepening of the yield curve may signal, and how broadening market leadership is shaping their outlook. They go through the rebound in tech, …
Ryan Detrick
December 10, 2025
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 …
Ryan Detrick
December 3, 2025
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 …
Ryan Detrick
December 2, 2025
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 …
Ryan Detrick
November 26, 2025
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, …
Ryan Detrick
November 26, 2025
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 …
Ryan Detrick
November 25, 2025
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 …
Ryan Detrick
November 21, 2025