On The Margin
We have heard recent concerns that the stock market may be in a bubble. John Nelson is here to explain the similarities and differences between today’s market and past bubble market conditions.
Flatlining
The job market has been incredibly strong for a while now. John Nelson joins us to share private sector payroll data to show how this market is now softening
The CAPE in Context
The stock market has been described as expensive lately. David Nelson is here to share CAPE Shiller data and illustrate why it is important for the valuation picture.
Micro Matters
David Nelson is here to explain stock market correlations and why the lack of correlations in the current S&P 500 data is a positive sign for investors.
Spending Skew
Consumer spending is always important to watch since it makes up two thirds of the U.S. economy. James Nelson joins us to share the main takeaway that investors should know from recent data.
The Soaring Cost of Interest
National debt tends to grab many headlines. David Nelson explains why the amount of interest we are paying on this debt should also be drawing our country’s attention