What Matters About Market History, and the Worldwide Bull Market

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 28 February 2026

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Investors believe that the stock market is the best path to long-term wealth, and the historical data backs them up. But how much does history matter in an ever-changing investing landscape, and which past trends are likely to persist? Robert Brokamp speaks with Ryan Detrick, the Chief Market Strategist at Carson Group and a regular source of insightful and fun stats about stocks.Also in this episode:-Markets all over the world are in a bull market, and a record number of stocks in the S&P 500 are outperforming the index-Mortgage rates drop to four-year lows as home price growth slows-How many calendar years has the stock market declined more than 10%?-Tackle your financial tasks by having a “financial health week” as we recently did at The Motley FoolHost: Robert BrokampGuest: Ryan DetrickEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What we can learn from market history and the worldwide bull market.
0:08.4	That and more on this Saturday personal finance edition of Motleyful Money.
0:15.9	I'm Robert Brokamp, and this week I speak with Ryan Dietrich, the chief market strategist
0:24.9	at Carson Group, and a consistent source of data about the market's past and what it could say
0:29.8	about the feature. But first, some news from this week. According to Calum Thomas of top-down
0:34.6	charts, 80% of the 70 companies he tracks have stock markets that are up
0:39.5	at least 20% off their 52-week lows. He writes that this indicator has rarely been above 50%
0:45.9	over the past couple of decades, and a surge like this is usually a good sign. Previous spikes
0:50.7	have happened in 2003, 2009, and 2020, which were all good times to be an investor.
0:56.3	Looking more locally, a recent graphic from Bloomberg illustrates that the year-to-date rally in
1:00.9	U.S. stocks is the broadest ever, as there's a record number of individual stocks in the S&P 500
1:06.8	that are outperforming the index. That said, not every stock is doing well, including some of the biggest tech-oriented names,
1:14.0	which has resulted in lower valuations for those stocks.
1:17.5	In fact, according to Matt Cermanaro of Rittholt's wealth management,
1:21.1	the forward PE of the Mag7 minus Tesla is now below the forward PE of the consumer staples sector, which has returned almost
1:29.4	15% so far this year. Next up, mortgage rates are dropping. The current 30-year fixed rate is 6%
1:36.3	down around 80 basis points from a year ago and the lowest level since 2022. Lower rates
1:41.9	might make homeownership more affordable for some buyers, especially as price
1:45.3	growth is slowing. This past week, Standard Pores announced that the Case Schiller National Home
1:49.8	Price Index rose an annualized 1.3% in December, down from 1.4% in November. In other home loan
1:57.3	news, a report from the Federal Reserve Bank of New York published on Tuesday says that the total amount in home equity lines of credit, otherwise known as HELOCs, rose in the fourth quarter of 2025, which was the 15th consecutive quarterly increase.
2:11.6	The total amount in HELOCs is now $434 billion, up 36% over the past four years. According to bank rate, the current average
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