Articles authored by Ryan Detrick
Now the Bears Turn into Bulls?
Market sentiment is shifting, and the conversation is abuzz with optimism. What drives these changes, and how should investors prepare for potential volatility ahead? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, unveil the surprising rally in the market, factors influencing the …
Now the Bears Are Apologizing?
“Any company that has an economist certainly has one employee too many.” Warren Buffett Another bear issued a mea culpa last week. This time it was David Rosenberg of Rosenberg Research. Rosie, as he is affectionately known, has been steadfastly in the camp that any data has been bad, will lead to trouble, and a …
3 Things We Are Worried About
Are today’s markets walking a tightrope? Balancing optimism with caution, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, are once again joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this thought-provoking episode of Facts vs. Feelings. They examine …
Why December Will Probably Be Strong and a Few More Random Thoughts
“To be an investor is to be an optimist.” Jason Zweig, writer for the Wall Street Journal I touched a lot on why more strength is expected in December in Five Things To Know About December, but I wanted to add a few more things today. As I noted last week, when the S&P …
Five Things To Know About December
“To appreciate the beauty of a snowflake it is necessary to stand out in the cold.” Aristotle The final month of 2024 is nearly here and in today’s blog I wanted to take a look at why we think the chance of another strong month to end this record-breaking year is likely. Here are five …
Reasons to Be Thankful
Surprising economic growth, falling inflation, and financial wins—what’s not to be thankful for? On this gratitude-filled episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on the moments, milestones, and market trends that make this year one to celebrate. Guest …
What Happens After Back-To-Back 20% Gains?
“Don’t look for it, Taylor. You may not like what you find.” -Dr. Zaius to Taylor (Charleton Heston) at end of Planet of the Apes Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains then 2025 must be doomed. Unfortunately, all we have to do is look at …
Why We Aren’t Permabulls
“Oh, those Carson guys are just permabulls.” Institutional CIO who has been dead wrong for years Are we permabulls? We get this question sometimes and it is a great question. (A permabull is someone who remains bullish on markets no matter what is happening.) On the surface we know that stocks usually go up, so …
Will Higher Rates Break The Economy?
With interest rates climbing to historic highs, is the economy teetering on the brink—or are opportunities waiting in the wings? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the far-reaching effects of rising rates on the economy …
The Post-Election Chase is On
As the post-election market rally gains momentum, how can investors position themselves for what’s next? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration. From anticipated …