The Four Headwinds

The Four Headwinds

  With everything going on in the world right now—the conflict in Iran, oil prices surging, stocks selling off—it can be hard to know what to actually focus on. So this week, rather than zooming in on just one data point, I want to share a chart that I think does...
From Fear to Friend

From Fear to Friend

  There’s a strange thing that happens in markets. The moments that feel the most uncomfortable — like when volatility is spiking and every headline seems worse than the last — are often the moments that have historically been the most rewarding for patient...
Mo Problems

Mo Problems

OVERVIEW   Markets continued to drift lower last week, with broad weakness across most major equity benchmarks. The S&P 500 declined 2.12%, the Dow Jones Industrials fell 0.90%, and the NASDAQ led to the downside with a 3.23% drop. Large-cap stocks were under...
About Face

About Face

A significant reversal in interest rate expectations occurred from the beginning of January until the end of March. David Nelson shares how market expectations for interest rates shifted over first quarter and especially in the last several weeks.

The Oil Omen

The Oil Omen

  This week, I want to revisit a chart that we featured on the blog around this time last year. It shows the year-over-year change in WTI crude oil prices going back decades. In simple terms, it measures how much oil prices have risen over the past 12 months....