Re-Inflating the Balloon

Re-Inflating the Balloon

  For a while there it looked like inflation was beat. Sure, headline CPI numbers were still elevated relative to historical standards, but at least they were trending lower. And for roughly three years, our composite of inflation indicators remained in bullish...
Bullish Leads to Bullish

Bullish Leads to Bullish

OVERVIEW   Markets pulled back last week as investors digested a mix of economic data, interest rate uncertainty, and profit-taking following a strong rally earlier in the year. The S&P 500 declined 2.59%, while the NASDAQ led the weakness with a 4.68% drop....
Still in the Woods?

Still in the Woods?

  The stock market has been looking ahead, hoping for a peace agreement in the war involving Iran. While that would certainly be welcome news, this week’s chart suggests we likely aren’t out of the woods just yet. The problem lies with disruptions to global...
Trimming the Hedges

Trimming the Hedges

  Hedge funds. You’ve probably heard of them before. But chances are you aren’t quite sure exactly what they do. Don’t worry, not many people do. And that’s by design. On the surface, a hedge fund is simply a professionally managed pool of money for wealthy...
Financial Focus – June 3rd, 2026

Financial Focus – June 3rd, 2026

Check out this week’s Financial Focus as David Nelson breaks down the surprising strength in today’s stock market and why AI is attracting so much investor attention. He also shares why now may be a good time to stay disciplined rather than getting overly aggressive after a strong market run