Evidence From the Bull Pen

Evidence From the Bull Pen

OVERVIEW   Markets opened the new year on a constructive note, with broad-based gains across most major asset classes. U.S. equities moved higher, led by cyclical and value-oriented areas. The Dow Jones Industrial Average rose 2.32% on the week, while the S&P...
Productivity Pop

Productivity Pop

  Sometimes we get an economic report that really jumps off the page. That was the case with this week’s productivity data. According to the BLS, labor productivity surged at a 4.9% annualized pace in the third quarter, the fastest increase in two years....
The Rally Fills Out

The Rally Fills Out

  Coming into the new year, we wanted to see markets answer one simple question: Are stocks moving together, or is the rally being carried by just a handful of names? That distinction matters more than most investors realize. Broad participation is often the...
Financial Focus – January 7th, 2026

Financial Focus – January 7th, 2026

David Nelson joins Financial Focus to discuss the growing media focus on the 2026 outlook and what investors should realistically expect after several strong market years. He also shares why diversification, risk management, and learning from past market cycles matter more than ever right now.

Money on the Sidelines?

Money on the Sidelines?

In the last couple years, money market funds have been very popular. David Nelson shares the numbers behind this trend and explains why more investors are using this tool for short-term goals.