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Carson offers investment advisory services through CWM, LLC, an SEC Registered Investment Adviser. 14600 Branch St. Omaha, NE 68154
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Ryan Detrick, CMT
71.2K posts
Ryan Detrick, CMT
@RyanDetrick
Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ Host to the Facts vs Feelings podcast CNBC Contributor Portfolio Manager to +$8B in AUM
Cincinnati Katılım Şubat 2009
1.5K Takip Edilen214.7K Takipçiler
@Paul_Schatz @Callum_Thomas Once Space X and the other big ones come out, I agree.
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@RyanDetrick @Callum_Thomas Would be better to see that as an overall percent of stock mkt cap
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Do markets peak with huge jumps in IPOs?
2021 did, but not all do. Nice one from @Callum_Thomas.
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They tell us that a jobs apocalypse is coming. Then we look at the data and the labor market is improving.
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Ryan Detrick, CMT retweetledi
All into tech? I remember in February when everyone sold tech at historically cheap levels to buy staples at historically expensive levels. 😬
@MikeZaccardi @dailychartbook
Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi
Out of ex-US, into US tech: Europe equities see outflows for 6 weeks straight, EM equities see 6 weeks of outflows, longest since Nov’24 Biggest weekly inflow to tech since Oct’25
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Ryan Detrick, CMT retweetledi
All-time low in consumer confidence
AAII bears highest since late March market lows
Stocks @ ATHs
One big reason we were so bullish 8 weeks ago was the historic worry and hedging. This continued doubt is quite bullish longer-term.
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Worse than COVID and GFC? Cmon. Who runs this survey, Ann Selzer?
Kevin Gordon@KevRGordon
The UMich Consumer Sentiment Survey was revised lower in May and continues to sit at a record low … so yes, this batch of consumers is saying today is worse than the financial crisis and 2020 pandemic shutdown
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With the Hyperliquid SPX trading up 100+ points above 7600 on news of the Iran deal, what many thought impossible in fact grows probable.
x.com/i/status/20068…
Zenolytics@AMeshkati
Year end target was from April 25th with SPX at 5500. Closed the year at 6845, slightly above the conservative target range. This pushes SPX 8000 out to Q2 2026 instead of Q1. x.com/i/status/19158…
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My brother would have been 46 today. 😢
Cancer sucks.
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@thekhomish @RyanDetrick Bring your surfboard 🏄🏼 to Malibu!
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There are some similarities with 1999, but it isn't 1999 yet.
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@ErickScottCarl @JC_ParetsX Almost like you should have less bonds and more 'other stuff' in your diversified portfolio. Pretty sure we've been saying that for years ;)
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Always an honor to be quoted in @barronsonline. Talking Nvidia with @Megan_Leonhardt. Thanks!
barrons.com/articles/revie…
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Ryan Detrick, CMT retweetledi
So that's bonds following a new Fed chair, but how about stocks?
Well the wonderful follow @RyanDetrick has you covered with a table of equity drawdowns (via the always great @dailychartbook nightly email) that shows the average drawdown in the six months post a new Fed chair is -15.2% (median -10.2%), but outside of 1916 and 1930 those pullbacks were great buying opportunities with a median gain of 15.1% one year later.
Neil Sethi@neilksethi
Also, Kevin Warsh is scheduled to be sworn in today as Fed chair. As BoA's Hartnett reminded us last week "yields up ~50bps in 3 months after new Fed chair…2-year UST yield at 4.53%, 10-year yield at 4.93% by mid-Aug," although based on the average and current yields it would be 4.61% and 5.01%. As @MikeZaccardi asked last week though, has some of this already been front run?
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An excellent opportunity to invoke...
Jay’s Trading Maxim #122: Momentum is a real “thing” in the markets.
Ryan Detrick, CMT@RyanDetrick
The S&P 500 is about to be up 8 weeks in a row. There were only six other times it did this, but also gained more than 12% during the win streak. Never lower a year later and up 16.9% on average (median of 20.1%) is yet another clue this bull market is alive and well.
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Ryan Detrick, CMT retweetledi
There is no such thing as average when it comes to investing
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