Staying ahead of market volatility requires more than just luck — it demands sharp technical insights and smart risk management. 

This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group are joined by Frank Cappelleri, CFA, CMT, Founder, and President at CappThesis. Together, they explore essential technical patterns and market signals that can help traders and financial advisors navigate volatility and optimize their strategies.

Is the bull market still on track for higher gains, or should traders prepare for turbulence? 

Frank explores key topics, from the S&P 500's bullish target to the influence of inflation on investor sentiment. So, tune in as he offers actionable insights on using technical analysis for risk management and effective portfolio management. 

Key Highlights:

• Bull Market Forecast: Frank targets 6,100 for the S&P 500 and explains what this milestone means for long-term investors
• Seasonal Trends: Discover why September is typically a volatile month and how to adjust your trading strategies accordingly
• Inflation’s Role: Get a detailed breakdown of recent CPI data, especially the impact of rising shelter costs on inflation, and how these figures affect market sentiment
• Defensive Sectors Outperforming: Learn why utilities and other defensive sectors are outpacing broader market performance — and what it signals for the future
• Gold vs. Oil: Examine the contrasting performance of gold as a safe haven versus oil’s fluctuations, especially in light of China’s economic challenges
• Networking and Community: Frank shares insights from the Excel conference on the value of idea-sharing and staying sharp in the investment community
• And much more!

Takeaway: To navigate today's markets, understanding key technical signals and being adaptable in risk management strategies is more important than ever.

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! [email protected] 

Connect with Frank Cappelleri: 

• LinkedIn: Frank Cappelleri, CFA, CMT 
• Website: CappThesis

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

About Our Guest:

Frank Cappelleri is the founder of CappThesis, with over two decades of experience in the finance industry. He worked for major brokerage firms like Instinet and Smith Barney, gaining extensive expertise as an equity sales trader, desk strategist, and research sales specialist. His deep understanding of short-term market movements was shaped by early exposure to technical analysis and insights from experienced market technicians. Frank regularly appears on CNBC, Bloomberg TV, and other financial networks, and his work has been featured in major publications like The Wall Street Journal and Bloomberg. He holds both CFA and CMT designations.