Ryan Detrick, CMT

Chief Market Strategist at @CarsonGroupLLC

🔎 for the perfect BBQ
Host to the Facts vs Feelings podcast
CNBC Contributor

Portfolio Manager to +$8B in AUM

[Ryan Detrick, CMT @RyanDetrick]

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Carson offers investment advisory services through CWM, LLC, an SEC Registered Investment Adviser. 14600 Branch St. Omaha, NE 68154

[Ryan Detrick, CMT @RyanDetrick]

Thanks @CMTAssociation!

[CMT Association @CMTAssociation]

And for longer-form content you can use, check out the list below...featuring: @John_Kolovos @DKellerCMT @julianpineda25 @JToTheSal @alphatrends @RyanDetrick @BrucePowersCMT @GinaMartinAdams

Find all the the links and subscribe here: https://t.co/4GENeSA7ps

[Ryan Detrick, CMT @RyanDetrick]

@CMTAssociation @John_Kolovos @DKellerCMT @julianpineda25 @JToTheSal @alphatrends @BrucePowersCMT @GinaMartinAdams 👏👏👏🎉

[Ryan Detrick, CMT @RyanDetrick]

Last week was historic in a lot of way, but what hasn't changed is this is still a 🐂 market.

Here are my latest thoughts on it all 👇 👇

https://t.co/ugBaimrkqt

[Ryan Detrick, CMT @RyanDetrick]

Ep 213 of Facts vs Feelings is live 🔥

@sonusvarghese and I sat down with Blake Anderson and @gilbert3142 on our team after one of the wildest weeks of the year.

📉 Nvidia fell nearly 10% on reports linking Jensen Huang to an alleged Chinese spy. Hearings look likely, with earnings on the 17th and Huang invited to testify on the 18th. Chip demand shifts toward other semis, similar to Dell's run while Supermicro struggled.

🗳️ Barry called the midterms a blue wave driven by voters' focus on prices. In the six months after a midterm, the S&P 500 has been higher 19 for 19, up 14.1% on average.

🔌 Data center restrictions passed in 44 of 45 ballot measures. Power is the biggest limiter for AI builders, and higher costs plus longer timelines could cut equity returns from about 15% to near 5%.

🏦 Waller said he'd back a 50 bp hike if core CPI topped 0.3%, and it came in at exactly 0.3%. Real yields have held up better than nominal yields, which points to a bond market expecting continued growth and a tighter Fed.

🤖 After a 4.4% drop in the S&P 500, a 12%+ drop in the SOX, and a sharp bounce off the 200-day, Blake and Barry explain how they manage AI risk through diversification, watching for rotation, and respecting the cost of falling behind.

Watch the full episode 👇
https://t.co/tKxpY9X4Oi

[Ryan Detrick, CMT @RyanDetrick]

@Kilkha No idea, but I do know that few things are more bullish than Quad 4.

[Ryan Detrick, CMT @RyanDetrick]

This is what happens when most stocks are going higher.

[Bespoke @bespokeinvest]

The Nasdaq is up since Election Day.

[Ryan Detrick, CMT @RyanDetrick]

@TraceyRyniec Me too :)

[Ryan Detrick, CMT @RyanDetrick]

As of Friday, the S&P 500 was up about 8% for the year, which is close to an average year.

But remember, only four times out of the past 76 years did the S&P 500 gain between 8-10%.

Bottom line, a big move the rest of this year is likely and we continue to expect that move to be higher.

[Ryan Detrick, CMT @RyanDetrick]

“Smart people focus on the right things.” — Jensen Huang, Nvidia’s CEO and Co-Founder

[Ryan Detrick, CMT @RyanDetrick]

S&P 500 (so far) holding at the upward sloping 200-day MA, summer lows, and major trendline.

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

History favors the bulls. In every instance since 1950 when Democrats held both chambers of Congress following a midterm election, the S&P 500 was higher three, six, and 12 months later. The average one-year gain: 15.4%. Not bad
👉https://t.co/yIk7SZYWVX

@RyanDetrick

[Ryan Detrick, CMT @RyanDetrick]

@ChainLinkTime 🐅

[Ryan Detrick, CMT @RyanDetrick]

Yes, these next six months are historically quite bullish, but when Congress is fully to the Democrats it turns out the S&P 500 does even better.

Never lower six months later (11 for 11 higher) and up 16.5% on average.

[Ryan Detrick, CMT @RyanDetrick]

@tuitcoin @OddStats

[Ryan Detrick, CMT @RyanDetrick]

We manage portfolios based on our macro views. We've positioned for a higher inflation world and discussed this all year.

[Sonu Varghese @sonusvarghese]

@twinsight_x @RyanDetrick Was looking back to what I wrote at the start of the year (before the Iran war) ... 10 months later, and its the same story

https://t.co/Tk2DmcbetO

[Ryan Detrick, CMT @RyanDetrick]

👀

[Barchart @Barchart]

Hedge Funds dumped tech stocks last week at the fastest pace in AT LEAST a decade 🚨

[Ryan Detrick, CMT @RyanDetrick]

@AlmanacTrader 🤝

[Ryan Detrick, CMT @RyanDetrick]

@AlmanacTrader 👏 👏

[Jeffrey A. Hirsch @AlmanacTrader]

👀This tracks. Good stats from @RyanDetrick

[Ryan Detrick, CMT @RyanDetrick]

Inflation once again came in 🔥 than expected.

@sonusvarghese has said all year that inflation would remain hot and as a result yields would likely stay higher than most expected.

Here are his latest thoughts 👇 👇

https://t.co/IAd6qo4UHj

[Ryan Detrick, CMT @RyanDetrick]

@Kilkha BTW. Big one this Sunday night ;)