Ryan Detrick, CMT 🗳️

Chief Market Strategist at The @CarsonGroupLLC 🔎 for the perfect BBQ and host to Facts vs Feelings podcast. Helping you find your freedom one day at a time!

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Have you seen our @CarsonResearch Outlook '24 yet?

Last yr we were way out of consensus with our optimistic call, but this yr we are seeing more eye to eye with others.

Still, we are probably more bullish on stocks and the economy than most.

🐂🐻☀💪

https://t.co/3vVtHT0brn…

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Here's your yearly reminder that when the government says they don't see any seasonal trends they are probably not telling the full truth.

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Everyone is working two jobs they tell us.

Yes, 5.1% of the labor force works two jobs and that has been trending higher.

But this was also running well above 6% during the healthy economy of mid to late '90s.

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

All the jobs out there are part-time jobs they tell us.

Actually not true, as 16.9% of the labor force is a part-time job.

This is lower than the entire last cycle (2010 - 2019) and is right where things were in the late '90s.

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

The trifecta of a solid economy?

Record expected earnings and CAPEX, with profit margins turning higher.

Hard to think these three things happening signals a major slowdown is coming in '24.

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Wow, I started on Twitter 15 years ago today.

Do you remember when you joined X? I do! #MyXAnniversary

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Here's a Space I did with @sonusvarghese yesterday.

We covered a lot of ground.

Inflation, the consumer, the Fed, small caps, and more.

Take a 👂.

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Host

https://t.co/9tkMLNsp3H

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Talking debt with @sonusvarghese in our latest @CarsonResearch Take Five video.

Would you believe that record debt isn't as bad as sounds? We discuss why here.

https://t.co/nkkcfaV9yO

[HORAN Wealth @HORANWealthLLC]

Good post on the 'state of the consumer'

[The Dividend Breeder @DividendBreeder]

“…we need to push back against the constant doom and gloom crowd.”

Incredibly insightful article that clearly lays out facts:

Consumers are in great shape today when compared to any other time in American history.

I’m thankful to live in this country, at this time.

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

The consumer is trapped in a sea of debt and the end is near. That's what we keep hearing.

It simply isn't true.

In this latest @CarsonResearch blog I show why consumers and households are potentially in the best shape in decades.

https://t.co/zMOTMV8Ixf

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Always an honor to listen to Animal Spirits and see one of our charts make the conversation!

Thank you @awealthofcs and @michaelbatnick.

(10 minute mark for an amazing chart from @sonusvarghese)

[Ryan Detrick, CMT @RyanDetrick]

Always an honor to listen to Animal Spirits and see one of our charts make the conversation!

Thank you @awealthofcs and @michaelbatnick.

(10 minute mark for an amazing chart from @sonusvarghese)

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Stocks tend to do well the first part of February ☑ ✅✔

But the second half of the month is usually weak ❓❔

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

We are going strong!

Join @sonusvarghese and if you can.

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Host

https://t.co/9tkMLNsp3H

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Host

https://t.co/9tkMLNsp3H

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

We start in 20 minutes! Join us if you are around.

@sonusvarghese @CarsonResearch

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Be sure to join @sonusvarghese and I tomorrow AM as we discuss the week that was and what is on our radars for next week.

Set a reminder for my upcoming Space!

https://t.co/9tkMLNsp3H

[Carson Investment Research @CarsonResearch]

Did you know a 20% surge in 15 weeks increases the chance of the stock market being higher a year later?

Learn more in this week's Facts Vs Feelings with @RyanDetrick and @sonusvarghese!

Play the full episode here!

▶️ https://t.co/7IgBZUCk9L
▶️ https://t.co/XHPxaMMFCc

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

On Tuesday AM I joined @YahooFinance and said we liked small caps.

The R2k was down 4% at the time and it wasn't easy to say, but it still made sense to us.

Smalls broke out to 2-yr highs today.

Life comes at you fast!

[Yahoo Finance @YahooFinance]

"The S&P is up 14 in the last 15 weeks, up over 20% during that time," Carson Group chief market strategist @RyanDetrick says. "In the history of the S&P we've never seen a rally like that over 15 weeks. ... This is historic."

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Be sure to join @sonusvarghese and I tomorrow AM as we discuss the week that was and what is on our radars for next week.

Set a reminder for my upcoming Space!

https://t.co/9tkMLNsp3H

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Some great charts and ideas in today's report. Thanks @Pdunuwila for doing the hard work and making this a must read nightly email.

@TheChartReport

[The Chart Report @TheChartReport]

Check out today's Daily Chart Report!

https://t.co/yZEa2M1nFE

[Ryan Detrick, CMT 🗳️ @RyanDetricko]

Best recession ever.

[Steven Strazza @sstrazza]

When they say "Japan slips into recession" they mean GDP fell during the Q that began 229 days ago and again during the Q that ended 46 days ago

What they don't tell you is Japanese stocks are +15% since the start of the recession and the Nikkei is less than 2% from new ATHs $NK