Equity Tailwind

Equity Tailwind

  The stock market is not the economy. This is true. The two don’t always move together, especially in the short run. But we do find evidence that a strengthening economy can provide an important tailwind for stocks when conditions are right. When are conditions...
Financial Focus – August 5th, 2026

Financial Focus – August 5th, 2026

Markets can feel disconnected from what’s happening in the economy, but that’s often because investors are focused on what comes next rather than what has already happened. This week, David Nelson explains why NelsonCorp relies on market signals and a disciplined process instead of emotions when deciding whether to stay invested or move to the sidelines.

Profits, Not Promises

Profits, Not Promises

Recent market commentary has focused on whether the current AI-driven investment boom bears similarities to the dot-com bubble of the late 1990s. Nate Kreinbrink joins us to share if that is a fair comparison and if investors should be concerned.

Following the Signals

Following the Signals

OVERVIEW Markets resumed their upward trend last week, with all three major U.S. indexes posting gains. The S&P 500 rose 1.05%, the NASDAQ led the way with a 1.59% advance, and the Dow Jones Industrial Average added 1.04%. Year to date, all three indexes remain...
What Does the Bond Market Think?

What Does the Bond Market Think?

  In this week’s Indicator Insights post, we talked about consumer expectations for inflation. Specifically, we looked at how interested people were in inflation based on Google Trends search data. So, for this week’s featured chart, I thought it would be useful...