Square PEG, Round Hole?
OVERVIEW Markets pulled back last week as investors took a breather following the market's recent advance. The S&P 500 fell 1.55%, while the technology-heavy NASDAQ dropped 2.90%. The Dow Jones Industrial Average held up somewhat better, declining 0.93%....
A Rally for the Ages
The stock market has rewarded investors handsomely over the past four years. It kind of makes you wonder: just how unusual has this rally been? The green line shows the S&P 500's cumulative return over the current four-year rally, while the shaded...
Big Mo Says No
This week we’re talking Big Mo. Big Momentum. It’s an important indicator because it encapsulates exactly the kind of process we prefer to use when building our models. That process is what we call the "weight of the evidence." The idea is pretty...
Financial Focus – July 15th, 2026
On this week’s Financial Focus, Nate and Andy discuss several important tax planning updates, including IRS notices, estimated tax penalties, and new 401(k) contribution rules for higher earners. They also explain why charitable donations may provide a bigger tax benefit in 2026 than they have in recent years.
Twin Headwinds
Persistent uncertainty regarding trade policy and ongoing tensions in the Middle East have created headwinds for the stock market this year. David Nelson joins us to recap how Strait of Hormuz traffic and geopolitical instability impacts the U.S. economy.
Show Me the Earnings
OVERVIEW Markets continued their climb last week, although leadership narrowed. The S&P 500 gained 1.23% and the NASDAQ rose 1.74%, both reaching fresh highs, while the Dow Jones Industrial Average slipped 0.50%. For the year, the S&P 500 is now up...
Turning Up the Volume
One of the hardest things about investing is separating healthy optimism from outright speculation. Markets need optimism to rise, but when investors become too eager to chase the next hot idea, that enthusiasm can eventually become a warning sign. This week's...
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 relationship...
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
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.
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