Vibe Coding Disruption
It was a rough week on Wall Street for technology stocks, and software took the brunt of it. This week’s chart shows the relative performance of the S&P 500 Software sector compared to the broader S&P 500. It’s a brutal picture. Nearly six years of...
Manufacturing Momentum
The good news on Wall Street this week came from a place that has been stuck in the mud for a while: manufacturing. The latest Institute for Supply Management Manufacturing index jumped to 52.6, up from 47.9 previously. This was significant for a couple of...
Financial Focus – February 4th, 2026
Markets feel a lot more uncertain than they did just a month ago, and that shift in mood is starting to show up in how investors are thinking about risk. This week on Financial Focus, David Nelson explains why volatility stirs emotions, why hiding in cash can quietly hurt long-term plans, and how thoughtful portfolio management is meant to help investors stay steady when markets get choppy.
On A Heater
The stock market has continued a successful run the past several years. David Nelson shares the bigger picture by looking at historical patterns and what this current run means for investors.