- The Compound Insider
- Posts
- The K-shaped Economy
The K-shaped Economy
This Week on The Compound
This week on TCAF, Josh and Michael were joined by returning guest Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Vice President/Global Market Strategist at the Carson Group. They discussed how AI saved the market, mid-year market takeaways, Bitcoin's new highs, and a look at the economic indicators. (Listen)
CHART OF THE WEEK
Today caps off one of the greatest 3-month rallies in history, up more than 25%.
Turns out, this is extremely bullish.
Only 5 other times in history has this happened and continued strength was perfectly normal. Up another 22% a year later on average and never lower. 💪💪
— Ryan Detrick, CMT (@RyanDetrick)
3:45 PM • Jul 10, 2025
In this week’s TCAF, Ryan Detrick mentioned the above statistic. It shows that after a substantial (25%) rally over three months, the stock market has historically continued to have good performance moving forward.
MERCH
New Summer merch is here! Including the new Series 777 Tee. Check it all out at idontshop.com.
COMING SOON
This week on TCAF, Josh and Michael will be joined by returning guest JC Parets, Founder of TrendLabs.
FEEDBACK
Got something to say? Reach out to the shows at Animal Spirits or Ask the Compound.
Interested in sponsoring The Compound? Reach out to Graham for details.