A Tailwind for AI

A Tailwind for AI

  Artificial intelligence continues to dominate the market conversation, but here’s something you may not be thinking about: the companies that make the equipment used to manufacture advanced computer chips. This week’s chart shows an interesting...
Financial Focus – July 8th, 2026

Financial Focus – July 8th, 2026

On this week’s Financial Focus, David Nelson reflects on today’s unpredictable market environment, explains why discipline matters more than ever, and shares how NelsonCorp’s investment process is designed to help protect clients through market cycles.

Short Leash

Short Leash

Government debt has become a prominent topic in economic and public policy discussions. John Nelson is here to highlight the unusually high percentage of government debt that is being financed through short-term, adjustable-rate borrowing strategies.

The Best Cycle Is a Non-Cycle

The Best Cycle Is a Non-Cycle

OVERVIEW   Markets resumed their advance last week, with most major asset classes finishing higher following the brief pullback the week before. The S&P 500 gained 1.76%, while the technology-heavy NASDAQ climbed 2.12%. The Dow Jones Industrial Average also...
The Casino

The Casino

  I don’t really like comparing the stock market to a casino. They’re not the same thing. Over the long run, investing in productive businesses has been one of the most reliable ways to build wealth. That said, not everyone approaches the market like...