Articles authored by Ryan Detrick

What a strange year we had in 2023. There were few places where market participants, strategists, policymakers and the economy saw eye to eye. Most strategists missed the underlying strength in the economy, leading to too much pessimism about stocks in what turned out to be a strong year. Skepticism about the bond outlook and …

With signals of growth faced against global uncertainties, what can we expect from the global economy in 2024? How will these factors affect the performance of various sectors and markets, and what strategies can investors adopt to navigate this year? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, …

“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” – Winston Churchill We noted last week that stocks fell during the normally bullish Santa Claus Rally (SCR) period and why this potentially could be a troublesome sign. Well, we have some more bad news, but don’t worry, we …

“Plans are useless, but planning is everything.” President Dwight D. Eisenhower First things first, stocks fell during the historically bullish Santa Claus Rally (SCR) period. You can read all about the SCR in Here Comes The Santa Claus Rally. The absence of an SCR may be a minor warning sign stocks are due for a …

Happy New Year and welcome to the very first Facts vs Feelings episode of 2024! In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze market trends and the outlook for 2024. They discuss the recent market rally, the role of inflation and …

What a year it has been! The economy surprised, the consumer remained resilient, stocks soared to new highs, and even bonds are looking at a nice year thanks to a late innings rally. Just like everyone called it 😉 As you are reading this I’m hopefully enjoying a nice break the final week of the …

“If Santa should fail to call, bears may come to Broad and Wall.” —Yale Hirsh One of the little-known facts about the Santa Claus Rally (SCR) is that it isn’t the entire month of December; it’s actually only seven days. Discovered in 1972 by Yale Hirsch, creator of the Stock Trader’s Almanac (carried on now …

“Investing is like dieting. It is simple, but not easy.” Warren Buffett, Chairperson at Berkshire Hathaway It was a year ago this week that we moved to overweight equities and we’ve been there ever since. Obviously, this wasn’t a very popular call, as nearly everyone else on Wall Street was expecting a recession and the …

With 2024 just around the corner, there are big uncertainties for the U.S. economy regarding inflation, interest rates, political uncertainty, and a possible recession. How can investors navigate this complex and volatile environment? What are the sectors to look at? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, …

“Don’t count the days, make the days count.” -Muhammad Ali   In the face of many worries, stocks have put together a historic year in ’23. To top things off, the Dow just hit a fresh new all-time high, its first new high since January 4, 2022. New Highs Happen More Than You Think Interestingly, …