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]

@mattcerminaro 👊

[Ryan Detrick, CMT @RyanDetrick]

Did you know that YTD 2026 S&P 500 earnings estimates are up 15.9% and 2027 is up 13.5%?

This is pretty amazing, as the average year usually sees this trend lower as the year progresses.

This time is different.

[Ryan Detrick, CMT @RyanDetrick]

@Kilkha 👏

[Ryan Detrick, CMT @RyanDetrick]

2.5 years ago, we noted why well above average returns the next five years were likely. So far, so good ;)

[Sonu Varghese @sonusvarghese]

@RyanDetrick So far so good, just over 2.5 years in

https://t.co/crG366tewN

[Ryan Detrick, CMT @RyanDetrick]

Foreclosures fell last quarter according to the @NewYorkFed

[Ryan Detrick, CMT @RyanDetrick]

Total balance of delinquencies decreased for the second quarter in a row. We keep hearing how bad things are, but this is more data that says it might not be true.

via @NYFedResearch Q2 Household Debt and Credit report

[Ryan Detrick, CMT @RyanDetrick]

@JeremyWillner @ArthurHoganIII @sonusvarghese You are extra famous now!

[Ryan Detrick, CMT @RyanDetrick]

Less than 2% of all podcasts get to 200 episodes. Well, Facts vs Feelings just did 🥳

We were honored to be joined by @ArthurHoganIII for a very special milestone.

Links below 👇

[Ryan Detrick, CMT @RyanDetrick]

@ArthurHoganIII @sonusvarghese 🎧

Apple
https://t.co/b79HbxCNuY

Spotify
https://t.co/IC2ygJlZn2

[Ryan Detrick, CMT @RyanDetrick]

@ArthurHoganIII @sonusvarghese YouTube 📺

https://t.co/dH8z4v2W5g

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

When the S&P 500 explodes higher by more than 10% in a single month, as it did in April, bulls get excited for a reason. Since 1950, the market has been higher a year later 85% of the time, with a median gain of 17.6%
👉 https://t.co/yIk7SZYp6p

h/t @RyanDetrick $spx

[Ryan Detrick, CMT @RyanDetrick]

Yell it from the rooftops @TheStalwart

[Joe Weisenthal @TheStalwart]

The economy is becoming less k-shaped.

According to Bank of America, both spending and wage growth across the whole range of household incomes, are compressing

Lower-income household consumption growing faster. Upper income decelerating.

[Ryan Detrick, CMT @RyanDetrick]

Here's the latest @CarsonResearch Earnings Season Snapshot 🔥 💪

[Ryan Detrick, CMT @RyanDetrick]

Did you know that YTD 2026 S&P 500 earnings estimates are up 15.9% and 2027 is up 13.5%?

This is pretty amazing, as the average year usually sees this trend lower as the year progresses.

This time is different.

[Ryan Detrick, CMT @RyanDetrick]

Nice 🧵 on why @CarsonResearch still expects this 🐂 to continue.

[Ryan Detrick, CMT @RyanDetrick]

😳

[Ryan Detrick, CMT @RyanDetrick]

Earlier this year, there was a 9% mild correction and many long-term bulls turned bearish in late March.

We noted then that Staples underperforming was a clue the world wasn't ending.

This is a very bullish chart, more new lows relative to S&P 500.

The message of the market is you want this the lag.

Nice one from @AlfCharts

[Ryan Detrick, CMT @RyanDetrick]

And some of us have a fiduciary obligation as well to be bullish when the data is bullish

[J.C. Parets @JC_ParetsX]

Being bullish during a bull market doesn't make you a permabull. It just means you have common sense.

[Ryan Detrick, CMT @RyanDetrick]

@TFMkts @sstrazza 💯💯💯

[Ryan Detrick, CMT @RyanDetrick]

Now @sstrazza seeing opportunity in private equity. Hard to say this is a bad thing.

[Ryan Detrick, CMT @RyanDetrick]

Interesting from @scottcharts

When these were weak, it was all we heard. Now they are firming up and not many noticing.

[Ryan Detrick, CMT @RyanDetrick]

@sonusvarghese 📺

https://t.co/QYHEON4tvi

[Ryan Detrick, CMT @RyanDetrick]

Talking why we are still in a 🐂 market on Facts vs Feelings