Let’s Get Fiscal
One of the biggest drivers of economic growth is government spending. But here’s the funny thing— as this week’s featured indicator reveals, that spending doesn’t always have the same effect on the stock market. The blue line at the top of the chart tracks the...
Red Light, Green Light
The market feels like a game of Red Light, Green Light—some signals flashing go, others warning stop, and a whole lot of uncertainty in between. Earnings growth is fueling optimism, but stock momentum is stuck in neutral, leaving investors waiting for the next move. Will the market get the green light or stall out again? Check out this week’s commentary for the full breakdown.
Not Very Eggcelent
You don’t need a government report to know prices are still high—just check your grocery bill. But the latest CPI data confirms what you’re likely feeling: inflation isn’t going away quietly. The latest data out this week showed that over the past three months,...
The Air Gets Thin at the Top
The S&P 500 has been on a relentless climb, and today, it’s sitting far above its long-term historical trend. The market has a way of moving in cycles—sometimes running hot, sometimes cooling off—but over the long run, it tends to follow a fundamental...
Financial Focus – February 12th, 2025
This week’s Financial Focus dives into the tricky world of Social Security, breaking down why claiming early might not be the best move and how waiting can mean bigger checks down the road. Nate and Mike keep it real with talk of retirement puzzles, surprise penalties, and why planning for a long life (instead of a short one) is the smarter bet.
Expensive Taste
Investors like to keep an eye on valuations to know if the market is fairly priced or overpriced. David Nelson joins us to explain the Shiller CAPE Ratio and notes if investors should be concerned about these high valuations.
Drifting, But Not Drowning
The market is running in place—strong earnings are fueling optimism, but rising inflation is creating new headwinds. Will stocks push higher or remain stuck in place? Check out this week’s commentary for the full breakdown.
How Does This Bull Stack Up?
Some bull markets sprint. Others grind higher, slow and steady. A few explode out of the gate and never look back. The current one? It’s moving at a measured pace—respectable, but not outpacing history. This week’s chart tracks the Global Stock Price Index...
Running on Empty
Something’s off. At first glance, the S&P 500 seems to be doing OK, but something doesn’t add up. One of our key indicators—the NDR Combination High-Low Logic Index—is running hot. And when this thing gets too high, history says it’s a warning. Let’s talk...
Financial Focus – February 5th, 2025
Nate and Mike kick off this week’s Financial Focus by unpacking the tricky rules on inherited retirement accounts and the tax pitfalls non-spouse beneficiaries face. They break down key strategies to minimize taxes, avoid costly mistakes, and make the most of retirement assets through smart planning.
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