Financial Focus – December 13, 2023
In this week’s Financial Focus, Nate Kreinbrink shares some helpful information about employer-sponsored retirement plans, such as 401(k)s.
Credit Spreads
Interest rates have been a primary subject this year, but it isn’t always just the level of rates. David Nelson explains the other measures he considers when assessing markets and what he thinks investors should be taking away from this data.
Cooling—But Still Hot
In this week’s commentary, we observe a slight cooldown in the stock market. However, despite some short-term technical concerns, our indicators show that the market’s overall trend remains persistent.
Done Hiking
Has the Fed reached the summit of its rate-hiking adventure? If so, our featured chart this week might shed some light on where the stock market could be headed next. The chart illustrates the historical performance of the S&P 500 stock index after the...
Extra Cash
The stock market runs on cash. For this week’s featured indicator, we highlight a measure of excess cash in the banking system—called free reserves—and discuss why fluctuations in this measure can affect stock prices. But first, what exactly are free reserves?...
Financial Focus – December 6th, 2023
Check out this week’s episode of Financial Focus, featuring David Nelson discussing positive market trends, including the Santa Claus rally and improvements in real estate and bonds. He emphasizes the role of sentiment in investments and highlights NelsonCorp’s team-based wealth management approach. The episode briefly touches on the addition of Medicare planning and the recent passing of Charlie Munger.
Debt-Free
We have talked often about higher mortgage rates and their impact on housing. John Nelson tells us what else has been impacted by these higher rates and what it means for the economy in general.
Rate Cuts
Last month was great for the stock and bond markets! In this week’s discussion, we explore the reasons why, including why everyone in the financial world is so thrilled about the possibility of the Federal Reserve reducing interest rates.
Housing Drawdown
Last year, the Federal Reserve geared up in its battle against inflation by swiftly increasing interest rates. They threw a powerful right hook at inflation, delivered in the form of 8% mortgage rates. The impact? A direct hit on the housing market, leaving it...
Bond Yield Momentum
Stocks have done exceptionally well over the past month, and a major reason for this success is the recent decline in interest rates. In fact, as our featured indicator this week shows, stocks perform the best when a metric called “bond yield momentum” is...
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