Articles authored by Ryan Detrick

“The stock market is the only place where things go on sale yet everyone runs out of the store screaming.” Old Wall Street saying What is it about March that brings volatility? Yesterday was the worst day of the year for stocks and worries over tariffs and a growing trade war dominate the headlines. Now …

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the latest market volatility, tariff concerns, and whether the economy is truly slowing down or if fears are overblown. Despite uncertainty, they analyze the data behind the “growth scare” and discuss whether the bull …

“Big opportunities come infrequently. When it’s raining gold, reach for a bucket, not a thimble.” Warren Buffett, Chairperson at Berkshire Hathaway Welcome to March and good riddance to February! In the end, February was a choppy and frustrating month, but this wasn’t a big surprise, as we wrote about and discussed all month. Are better times …

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest market trends, inflation data, and what’s driving stocks to all-time highs despite ongoing concerns about tariffs, interest rates, and other economic uncertainty. Key Takeaways: Markets at All-Time Highs: Despite concerns about tariffs, …

“Boy, that escalated quickly.” Ron Burgundy of Anchorman This isn’t a surprise They say the stock market takes the escalator up, but the elevator down and the past four days have sure felt like an elevator down. It feels like a long time ago, but exactly one week ago the S&P 500 was at a …

Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the rising cost of eggs and other factors contributing to inflation stickiness. They also discuss the stock market flirting with an all-time high, when to expect cuts from the Fed, and much more. Key Takeaways: The S&P 500 is near an …

“There are no bad assets, only bad prices.” Howard Marks, Co-chairman of Oaktree Capital Management As of last Friday, the S&P 500 was only 0.07% away from yet another new all-time high. It is up a very solid 4.0% year to date, after gaining 23% last year and 24% in 2023. (Both were over 25% …

Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the biggest economic and market concerns beyond tariffs. They dive into historical market indicators, the Federal Reserve’s stance on interest rates, employment trends, and whether the third year of a bull market signals trouble. The duo also touches on global markets, the …

“Sometimes the questions are complicated and the answers are simple.” -Dr. Seuss   Yes, we’ve remained in the bullish camp for more than two years now and continue to expect 2025 to see stock gains between 12-15%, but that doesn’t mean we don’t have worries. Of course, like everyone else, tariffs are indeed a big …

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group,  dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed’s stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could …