
Streaking in Calm Waters
The market’s gone streaking in calm waters. Check out this week’s commentary as we discuss what the current metrics are telling us.

Tracking the Cycle
Can seasonality tell us anything useful about the future course of the stock market? Check out this week’s chart, where we breakdown the Cycle Composite for 2025.

Stocks Like It Cool
This week’s indicator looks at how different asset classes tend to perform depending on whether inflation is running hot or cool. By comparing inflation to its five-year trend, it offers a clearer picture of which environments have historically favored stocks, bonds, cash, or commodities.

Financial Focus – July 16th, 2025
The new tax bill passed on July 4th brings major changes for 2025, including permanent tax brackets and new deductions for Social Security recipients. On this week’s Financial Focus, Nate and Andy break down what it means for your planning.

Value Isn’t Everything
Stock prices are very expensive right now. Nate Kreinbrink joins us to explain how these high valuations don’t necessarily mean low returns.

New Highs Beget New Highs
The S&P 500 just hit another all-time high, but that doesn’t mean it’s time to run for the exits. History shows that buying at new highs can still lead to strong long-term returns—as long as you stay grounded in a disciplined process.

Mixed Messages
This week’s chart shows a widening split between bonds and stocks. One is bracing for cuts, the other is betting on strength—both can’t be right.

Sentiment in Context
Investors may seem overly optimistic, but context matters—easy financial conditions can make even high sentiment less dangerous. This week’s indicator blends emotion with environment, giving us a clearer view of whether sentiment is truly stretched or just seems that way.

Financial Focus – July 9th, 2025
This week, Nate Kreinbrink takes a closer look at Social Security, including how it’s taxed, how your benefit is calculated, and why it matters for your retirement plan. Tune in for a helpful breakdown and some planning tips to keep in mind.

Dining Out Data
Consumer spending and confidence has been a big question mark lately. David Nelson explains how real time data on bar/restaurant spending is a good gauge for how consumers are feeling about the economy.

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