by NelsonCorp | Oct 2, 2026 | Chart of the Week
The S&P 500 stock index last hit a high on August 13. Since then, it has drifted lower. But now that we’re in the final quarter, the question becomes: is the high for the year already in? History says that would be unusual. The chart above shows the month...
by NelsonCorp | Sep 28, 2026 | Chart of the Week
For the past few years, stocks have really done a lot of the work in most portfolios. Sure, it’s been comfortable. But it has also changed what those portfolios look like. This week’s featured chart highlights what I mean. Every month, the American Association...
by NelsonCorp | Sep 18, 2026 | Chart of the Week
The Fed went ahead and raised interest rates this week for the first time since 2023. Initially, stocks slipped to a one-month low on the news. Of course, that got many asking the question, what happens now? We think history might offer some clues. The chart...
by NelsonCorp | Sep 11, 2026 | Chart of the Week
For the past few years, savers had it easy. Money market funds and short-term Treasury bills paid more than almost anything else in the bond market, and you didn’t have to lock your money up to get it. There was no decision to make. All that has started to...
by NelsonCorp | Sep 4, 2026 | Chart of the Week
Will the Fed raise interest rates this month? It’s the big question on Wall Street right now. The Fed cut rates three times last fall and has held steady ever since. But this morning’s jobs report came in much stronger than expected, and the odds of a rate hike...
by NelsonCorp | Aug 28, 2026 | Chart of the Week
There’s no doubt about it: interest rates are high compared with what we became accustomed to over the past decade or more. It’s pretty clear that the Federal Reserve is no longer in “easy mode.” But that doesn’t necessarily mean financial conditions are tight...