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Ryan Detrick
Carson Group (Chief Market Strategist)
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Where they stand
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From Carson's just-released mid-year outlook 'Still Riding the Wave.' Basis: 'This is the eighth longest bull market since World War II' @0:29; of the prior seven, 'only one of them didn't make it to their fourth birthday' @0:36; this one is about 3.5 years old vs an average length of about eight years. 'Carson Group, we've been pretty bullish for a while now' @0:23. This is the title claim.
“We're not saying it's gonna go eight years, but we are saying, we're saying for a while, this bull market might be younger than you think.”
S&P 500 since this was said: ▼ -1.0% · 7,534 → 7,458 · as of 2026-07-17
'The labor market we think will continue to improve here' in the second half @2:32 - he flags this as where Carson differs from consensus. Notes the economy created only 120,000 jobs all of last year while recent months average 'well over 100', unemployment still low; 'AI is nearly half of all real GDP' over the last five quarters @2:40 and he wants the consumer to take the baton. 'We're following the hard data' @3:32; bank CEOs say 'consumers are strong across the board' @3:42.
“We don't see a recession. We see a strengthened labor market.”
Answering the future-leadership question: 'We like growth, probably a tad more than value here, but it doesn't mean you want to go all in on either one' @1:07; 'the reality is price stay in the cyclical things, but don't go all in any one sector' @1:37. He cites the day's breadth (tech down ~3% while seven sectors higher, healthcare +2%) as evidence the broadening is real.
“We kind of have a barbelled approach. We like tech a little bit overweight, yes, but industrials and financials on the other side make a lot of sense.”
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