Articles authored by Ryan Detrick
Why Bulls Love TACOs
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and the surprisingly solid economic data that continues to confound many bearish predictions. From stock performance and inflation trends to the latest tariff drama, Ryan and Sonu break down …
Why A Strong May Could Have Bulls Smiling
“History doesn’t repeat itself, but it often rhymes.” Mark Twain So much for Sell in May! With a day to go, we are looking at potentially the best month of May for the S&P 500 in 35 years. As we noted at the start of the month, the odds favored a big rally in May …
Talking with Dan Ives about the Future of Tech, AI and Innovation
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome tech analyst Dan Ives, Managing Director at Wedbush, to discuss the state of AI, the future of autonomous technologies, China-U.S. relations in tech, and investment opportunities beyond the usual headlines. Broadcasting from Carson’s 2025 …
Why Mom and Pop Might Now Be the Smart Money
“The stock market is a device for transferring money from the impatient to the patient.” Warren Buffett, Chairperson at Berkshire Hathaway We’ve been talking a lot the how during this near bear market and historic bounce back of 2025, retail investors have been buying aggressively, while institutional money managers have been scared and underinvested. Historically, we’ve …
You Never Know
“You never know when you will get that call. Enjoy yourself.” Ryan Detrick, Chief Market Strategist at Carson Group Today is the Friday before Memorial Day weekend, which is a day I will never forget. One year ago today my baby brother called me, which at first seemed similar to the thousands of other times …
Talking About Everything With Skanda Amarnath
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by returning guest Skanda Amarnath, Executive Director of Employ America, as they dive deep into macroeconomic dynamics, market reactions, and policy shifts. Together, they examine inflation metrics, shifting recession probabilities, the role of tariffs, …
What Happened Last Week Was Rare and Likely Quite Bullish
“You don’t need a weatherman to know which way the wind blows.” Bob Dylan, Subterranean Homesick Blues What a week last week was, as the S&P 500 gained more than 3% on Monday after a 90-day pause in tariffs with China was announced. Incredibly, stocks gained the next four days as well. March 2003 was …
Holy Smokes, Are the Lows In?
In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the surprising market rally, major developments in the U.S.-China trade situation, and what the latest economic signals mean for investors. After weeks of tariff tension and fear of global slowdown, calmer heads may finally …
Why This Rally Is Like a Beach Ball Under Water
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” Peter Lynch, famed mutual fund manager What a few months for investors. After crashing more than 10% only two days after Liberation Day on April 2, fear and panic were in the …
Slowing, Not Cracking
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the messy, muddy Q1 GDP report and break down why the headline number might be misleading. They also explain the disconnect between public sentiment and actual economic data, touch on Warren Buffett’s retirement announcement, …