Why So Serious?
OVERVIEW Markets surged last week, marking one of the strongest weekly performances in recent months as gains spread broadly across equities and commodities. The S&P 500 rose 1.92%, while the Dow Jones Industrial Average gained 2.20%. The NASDAQ led large...
The Golden Rule
This week’s chart takes a look at the relationship between stocks and gold, a classic rivalry between growth and safety. Each dot on the chart represents a calendar year from 1952 through 2025, plotting the S&P 500’s annual price return (vertical axis)...
Yielding Strength
Few relationships have been as important to financial markets as the one between stock prices and interest rates. This week, our featured indicator tracks that relationship by comparing the S&P 500 Index (top panel) to the 10-year Treasury yield and how far...
Financial Focus – October 22nd, 2025
David Nelson joins Gary Determan on this week’s Financial Focus to discuss everything from estate planning for high-net-worth clients to the firm’s latest newsletter, community giving, and market outlook. Tune in as David shares insights on why staying disciplined matters, even when markets look strong.
The CAPE in Context
The stock market has been described as expensive lately. David Nelson is here to share CAPE Shiller data and illustrate why it is important for the valuation picture.
Opposites Attract
OVERVIEW Markets rebounded sharply last week, breaking a recent losing streak as gains spread across nearly every major index. The S&P 500 climbed 1.70%, while the Dow Jones Industrial Average rose 1.56%. The NASDAQ led large caps higher with a 2.14%...
Sprint, Then Jog
I’ve got an interesting chart for folks this week. It shows how the stock market (S&P 500 Index) has historically performed, on average, after a 6-month rally of at least 35%. That’s the blue line—the average. Why is that interesting? Because the orange...
Don’t Fight the Tape or the Fed
This week I'd like to highlight a fun little indicator called “Don’t Fight the Tape or the Fed.” Technically, it’s a model, because it combines two separate indicators. And while we don’t use it directly in our broader modeling process, it still captures an important...
Financial Focus – October 15th, 2025
In this week’s program, Nate and Andy talk about a busy mid-October week filled with tax deadlines and Medicare open enrollment. They also break down the latest tax bracket changes, the shift toward online IRS accounts, and why paper checks are officially a thing of the past.
Micro Matters
David Nelson is here to explain stock market correlations and why the lack of correlations in the current S&P 500 data is a positive sign for investors.
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