A Look Ahead to 2023

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down what the midterm elections could mean for the stock market, with just one week to go. They start with what markets have been focus …

The week of November 2 started off calmly enough, then stocks staged a big rally on Wednesday, November 4, after the midterm elections, with the Democrats taking over both the House and Senate and doing much better than expected. The initial pop was likely relief that the election was simpl …

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down what the midterm elections could mean for the stock market, with just one week to go. They start with what markets have been focus …

The S&P 500 fell 0.6% last week to finish October down 0.9%. Despite last week’s decline, breadth was strong. Underneath the hood, the average stock gained 0.8%, and 349 names in the index had a positive return. Yes, the index was down for October, the fourth down month in the last five …

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down what the midterm elections could mean for the stock market, with just one week to go. They start with what markets have actually b …

The S&P 500 fell a modest 0.5% last week, its second down week in a row. These pauses for the market to catch its breath are normal. The index is down less than 2.5% from its October 6 closing all-time high. Remember, three to four mild corrections of at least 5% a year is normal. …

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down a rough week for tech and what it means for the market theme they call “AI or Bust.” The S&P 500 fell about 2% last week, one …

The S&P 500 fell 1.9% last week (total return). What’s amazing is that 10 of the 11 sectors that make up the S&P 500 outperformed the index. But the exception was technology and it underperformed by quite a bit, returning -7.2%. Even after last week, technology is still the second-b …

In this birthday edition of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, celebrate the fourth anniversary of the bull market that began after the 2022 bear market and ask: Can it make it to year five? The …

The S&P 500 hit a new closing high Tuesday last week, its first new high since August 13. A new high confirms we’re still in a bull market and this one is timely, since today (Monday, October 12) is the bull market’s fourth birthday. The S&P 500 had a total return of 131% (including …