Flatlining

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 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

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

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.

Recession Radar

Recession Radar

Few topics draw more attention than the economy. David Nelson is here to break down the indicators that help us understand it best.