Blog

High Octane

High Octane

OVERVIEW   Markets bounced back in a big way last week, with broad strength across nearly every major equity benchmark. The S&P 500 rose 3.56%, the Dow Jones Industrials gained 3.04%, and the NASDAQ led the move higher with a 4.68% rally. Large-cap stocks...

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Anchors Aweigh

Anchors Aweigh

  This week’s chart is all about expectations. Inflation expectations, to be exact. It’s an important and timely topic because inflation expectations are just as important, if not more important, than actual inflation itself. That’s because beliefs shape...

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Expensive Ingredients

Expensive Ingredients

  When you want to know if the stock market is expensive, the obvious move is to look at the price-to-earnings ratio. You know, the so-called P/E Ratio. Divide today’s price by today’s earnings, and you’ve got a number. Simple enough. But there’s a problem:...

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Financial Focus – April 8th, 2026

Financial Focus – April 8th, 2026

Tax season is just about over, but it’s not too late to make a few smart moves. This week’s Financial Focus breaks down what to do if you’re filing late and how small changes now can make next year a lot smoother.

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Wrong At The Top

Wrong At The Top

Wall Street stock analysts put out buy and sell recommendations daily. David Nelson explains why recent ratings data should have investors taking steps to protect their portfolios.

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A Fragile Bounce

A Fragile Bounce

OVERVIEW   Markets bounced back last week, with broad gains across most major equity benchmarks after the prior stretch of weakness. The S&P 500 rose 3.36%, the Dow Jones Industrials gained 2.96%, and the NASDAQ led to the upside with a 4.44% rally. Large-cap...

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The Four Headwinds

The Four Headwinds

  With everything going on in the world right now—the conflict in Iran, oil prices surging, stocks selling off—it can be hard to know what to actually focus on. So this week, rather than zooming in on just one data point, I want to share a chart that I think does...

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From Fear to Friend

From Fear to Friend

  There’s a strange thing that happens in markets. The moments that feel the most uncomfortable — like when volatility is spiking and every headline seems worse than the last — are often the moments that have historically been the most rewarding for patient...

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Financial Focus – April 8th, 2026

Financial Focus – April 1st, 2026

A tough start to the year has investors on edge, with markets trying to find their footing after a recent bounce. This week on Financial Focus, we break down what’s driving the volatility and why staying disciplined and defensive still matters right now.

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Mo Problems

Mo Problems

OVERVIEW   Markets continued to drift lower last week, with broad weakness across most major equity benchmarks. The S&P 500 declined 2.12%, the Dow Jones Industrials fell 0.90%, and the NASDAQ led to the downside with a 3.23% drop. Large-cap stocks were under...

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