Fear of Heights
Most people have an instinct that buying stocks at all-time highs is a bad idea. Sure, I get it. It kind of feels like showing up late to the party. But as this week’s chart shows, you probably don’t need to be afraid. The chart comes from Goldman Sachs...
The Chicago Indicator
Go with the flow, until it reaches an extreme. That’s the concept behind this week’s indicator. I like to call it the Chicago Indicator because it measures the Bulls / (Bulls + Bears) ratio. You know, because the two major sports teams in Chicago are the Bulls...
Financial Focus – May 6th, 2026
Check out this week’s Financial Focus as David Nelson reflects on family, sports, and the changing landscape of college athletics before diving into the market’s remarkable rally and the growing influence of AI on the economy. He also discusses inflation, volatility, interest rates, and why investors may need to stay cautious even as stock prices continue pushing higher.
Running on Empty
For all the turbulence in the economy in recent months, American households have proved to be resilient but there are areas to watch. John Nelson shares the current auto loan delinquency rates that may indicate the first signs of consumer stress.