On a Roll
This week’s featured indicator highlights a concept known as the stock market’s rolling drawdown. The rolling drawdown—or trailing loss—is a measure used to assess the maximum loss an investment has experienced over time. In this case, we’re looking at the...
Financial Focus – July 19th, 2023
Come check out this week’s Financial Focus, where Nate Kreinbrink teams up with Mike Van Zuiden for a discussion on tax strategies and communication with the IRS.
Higher Prices
While the stock market has received most of the attention this year, we have started to talk a lot more about commodities. David Nelson explains the reason for this new focus.
Broadening Out
OVERVIEW The major U.S. stock indices climbed around 2% to 3% last week, regaining ground lost in the previous week. The S&P 500 rose 2.42%, and the Nasdaq surged 3.32%, marking a 15-month high for both indices. Overseas, returns were even better, with...
Disinflation
The big economic news this week was the release of the Consumer Price Index (CPI) on Wednesday—and it was a good one. On a year-over-year basis, the headline CPI eased to 3.0% last month, the slowest pace since March 2021. This was a pivotal development for the...
Crossing Paths
This week I want to introduce a technical indicator called a moving average cross. The basic idea is that you take two moving averages—one shorter-term and the other longer-term—and generate buy/sell signals for an asset based on whether the shorter-term moving...
Financial Focus – July 12th, 2023
Tune in to this week’s Financial Focus as David Nelson delves into key topics concerning retirement and succession planning. Additionally, he examines the influence of interest rates and their effects on the current market landscape.
Lack of Productivity
We have seen weaker economic numbers recently. James Nelson shares the biggest implication of these numbers and what warrants particular attention.
Keeping an Eye on Rates
OVERVIEW The major U.S. stock indices failed to maintain last week’s positive momentum as the S&P 500 and the NASDAQ slipped around 1%, and the Dow fell nearly 2%. The S&P 600 index of small-cap stocks also dropped about 1.4%. Most of the declines came...
Staying on Beat
This week’s featured chart shows that the percentage of companies in the U.S. stock market-beating earnings expectations increased significantly in the first quarter of the year, breaking a prolonged downturn that started near the end of 2021. As the middle...
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