The Common Sense Bull
with Eddie Ghabour
Stock Market September 2026: Is the Worst Month Really a Warning?
September is, on average, the worst month of the year for stocks. So why isn't Ryan Detrick worried? Because nine of the ten worst Septembers on record came in years when the market was already down – and this one isn't.
Eddie Ghabour is joined by Ryan Detrick, Chief Market Strategist at @CarsonGroupLLC , for a data-heavy look at what the rest of 2026 could hold. Ryan walks through why September depends on how you're doing going into it, why he thinks the Fed stays on pause into the midterms, where he sees the AI trade going from here, and the contrarian call that yields are still too low. Eddie lays out how the Key Advisors team is positioned into the fall — the broadening trade, software over semiconductors, healthcare, and adding to gold on the drop after the Fed chair's speech.
What If the Next Market Downturn Doesn't Bounce Back?
Investors have gotten used to V-shaped recoveries. What happens if the next downturn isn't one?
Eddie Ghabour sits down with Darius Dale, founder and CEO of 42 Macro, for a conversation on risk management, the AI capex cycle, and why both of them think the buy-and-hold era is nearing its limits. Darius makes the case that the fast rebound is a feature of the last two decades rather than a rule, and that most investors today have never seen anything else. He walks through the data behind it: earnings expectations three years out that would require one of the fastest growth rates in three decades of data, a capex cycle with historical rhymes going back to the railroads, and the math on why the sequence of your returns matters more than the average. They also get into what his macro model is signaling right now, why he thinks the Fed may need to tighten to satisfy the bond market, and how both of them are approaching a correction if one arrives this fall.
Is the Bull Market Over? Why We Don't Think So
Some tech stocks are down 30 to 50%, the bond market just posted one of its biggest moves in 20 years, and the million-dollar question is whether the bull market is over. The short answer, in our opinion, is absolutely not.
In this episode of The Common Sense Bull, Eddie walks through the four things driving his outlook right now — why the Fed remains the number one risk heading into August and September, what the bond market is signaling about monetary policy, why the rolling correction in technology may be healthy rather than terminal, and how we’re moved defensive in June and is now rotating back toward offense for the back half of 2026.
Dan Ives on AI, Tech Stocks & the SpaceX IPO
Is AI a bubble about to burst, or the third inning of a decade-long boom? Dan Ives, one of the most recognized tech analysts on Wall Street, joins Eddie for our first-ever guest episode of The Common Sense Bull. After calling a choppy summer and preparing for it, we've started buying back into tech, and this conversation digs into where we feel the opportunities are and where the potential risk still sits. Eddie and Dan get into the "bubble" debate and why Dan thinks the Dot-com comparison falls apart once you look at real use cases and earnings, the data-center build-out he calls the "hearts and lungs" of the AI revolution, why he sees the U.S. ahead of China in this cycle, and the IPO pipeline plus his view on the odds of a Tesla-SpaceX merger.
The Summer Volatility Playbook
Is the market rotation a warning sign, or the setup for a summer opportunity? Eddie breaks down the summer playbook in episode three of The Common Sense Bull. Eddie covers the rotation out of technology into economically sensitive sectors and why a broadening market can be a bullish signal, what the long end of the bond curve is telling us about inflation and growth, and why the Fed may be the biggest risk to markets this summer. Plus, the contrarian housing call from earlier this year that may be starting to take shape.
A New Fed Chair, a Hawkish Surprise and Why We Hedged
The market expected a dovish debut from new Fed chair Kevin Warsh. It didn't get one.
In the latest episode of The Common Sense Bull, Eddie Ghabour breaks down what Warsh's commitment to 2% inflation means for markets, why the team chose to hedge ahead of the meeting rather than wait, and how he's reading the path for rates into a choppier summer.
Is a Summer Correction Coming?
Is a stock market correction coming this summer? In Episode 1 of The Common Sense Bull, Eddie Ghabour shares his market outlook and how Key Advisors approaches a potentially choppy few months.
Eddie Ghabour, Co-founder & CEO of Key Advisors Wealth Management, kicks off The Common Sense Bull with his take on where markets stand after a strong run from the March lows, and why he's watching for a choppy summer. He walks through the factors on his radar, from inflation and oil prices to the Federal Reserve transition and the 10-year Treasury, and explains the active, tactical approach Key uses to manage risk through uncertain stretches.