Running on Empty
Something’s off. At first glance, the S&P 500 seems to be doing OK, but something doesn’t add up. One of our key indicators—the NDR Combination High-Low Logic Index—is running hot. And when this thing gets too high, history says it’s a warning. Let’s talk...
Financial Focus – February 5th, 2025
Nate and Mike kick off this week’s Financial Focus by unpacking the tricky rules on inherited retirement accounts and the tax pitfalls non-spouse beneficiaries face. They break down key strategies to minimize taxes, avoid costly mistakes, and make the most of retirement assets through smart planning.
Leadoff Hitter
Reacceleration has been the economic trend around the globe but will it continue in 2025? David Nelson joins us to share the Composite Leading Indicator (CLI) and explains how this index is a good gauge for what is ahead in the global economy.
Bulls, Bears, and Barometers
In this week’s commentary, we discuss two key market signals—one based on sentiment, the other on seasonality—that could shape what happens next. With investor optimism rising and a strong January in the books, will the rally pick up steam or stall out?