Financial Focus – February 15th, 2023
Listen to this week’s Financial Focus as Andy Fergurson joins Nate Kreinbrink to discuss the upcoming tax season and how you can take control of your tax situation.
Need Bulls to Have a Bull Market
OVERVIEW U.S. stocks were in the red last week, with all three major indices closing lower. The S&P 500 fell 1.11%, the Dow declined 0.17%, and the Nasdaq dropped 2.41%. Foreign stocks were down as well. Developed country stocks declined 1.59%, and emerging...
U-Turn
This week’s featured chart shows that a key indicator of the economy’s strength took a sharp U-turn last month. The ISM Composite indicator rose to 51.3% in January, up from the previous month’s reading of 48.8%. According to the indicator above, this is good...
Another Sign Inflation Has Peaked
An important commodity-based inflation indicator that we highlighted a few months back recently fell out of its high negative zone—a sign that inflation has likely peaked and that stock market returns could be stronger going forward. This specific indicator...
Financial Focus – February 8th, 2023
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the pros and cons of pension payouts vs. lump-sum options and what retirees should be thinking about.
Balancing the Risks
OVERVIEW U.S. stocks were mixed last week, as the S&P 500 climbed 1.62% and the Nasdaq surged 3.31%, but the Dow fell about 0.15%. Growth stocks lead the rally, rising roughly 2.8%, versus a 1% gain for value stocks. Small-cap stocks outperformed, climbing...
Call It a Bull
The stock market is acting like it’s in the early stages of a bull market. That’s the message from the Early Cycle Composite, shown on the chart above. This chart looks at the stocks and sectors that tend to lead in the early stages of a bull market—call these...
McClellan Summation Index
Sometimes the stock market is quiet, and there isn’t a whole lot of price movement in either direction. But other times, the market gets excited and surges powerfully in a particular direction. We call this sharp shift in sentiment a “thrust.” One of our...
Financial Focus – February 1st, 2023
Listen to this week’s Financial Focus as David Nelson talks about green shoots in the stock market and diversification opportunities outside of the U.S. market.
Gathering Steam
OVERVIEW U.S. stocks rallied last week, with the S&P 500 climbing 2.47%. The Dow Jones Industrial Average rose 1.81%, and the Nasdaq Composite surged 4.32%. Growth stocks were out in front of the rally, swelling 3.34% for the week, whereas value stocks rose...
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