Debt Ceiling Dislocations
There is a growing chorus of concern regarding the debt ceiling in the US. David Nelson is here to tell us if it is causing problems in financial markets.
Stumbling Block
OVERVIEW The U.S. stock market had another mixed week. While the tech-heavy Nasdaq rose 0.4%, the S&P 500 dropped 0.29% and the Dow fell 1.11%. Among different stock categories, small-cap stocks had the poorest performance, dropping approximately 1.7% for...
Sell in May and Walk Away
There’s an adage on Wall Street that goes something like, “Sell in May and walk away.” It refers to the stock market’s tendency to underperform for the six calendar months of May through October and outperform from November through April. Just how big is the...
Your Friend the Trend
A lot of investing success comes from being able to stay on the right side of a trending market. This principle is encapsulated by the industry phrase "Keep the trend your friend." In other words, it’s not a good idea to fight your friend, and it’s not a good...
Financial Focus – May 10th, 2023
Join us for this week’s Financial Focus, where Nate Kreinbrink delves into the topic of retirement planning and sheds light on the crucial question of how much one might require to retire comfortably.
Financial Conditions
The Fed remains the focus this year. John Nelson lets us know what he is watching to gauge the impact of their policies.
Concentration Risk
OVERVIEW U.S. stocks had mixed results for the week. The Nasdaq increased slightly by 0.07%, while the S&P 500 and the Dow both decreased by 0.8% and 1.24%, respectively. In terms of stock types, growth stocks experienced a slight increase of around 0.12%,...
Lack of Clarity
If there’s one thing investors don’t like, it’s uncertainty. Unfortunately, now is one of those times when uncertainty is especially high regarding what is going on in Washington with the upcoming debt ceiling. This week’s featured chart does a great job of...
Capturing the Trend
Investors have long been searching for ways to forecast stock returns. But with so much data available, it can be overwhelming. An easy solution is to simplify the process. One approach that has proved particularly useful over the years is the use of moving...
Financial Focus – May 3rd, 2023
Don’t miss this week’s episode of Financial Focus, where David Nelson sheds light on the origins of the ongoing banking crisis and the potential impact it may have on your investments in the future.
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