by NelsonCorp | Apr 10, 2026 | Chart of the Week
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...
by NelsonCorp | Apr 3, 2026 | Chart of the Week
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...
by NelsonCorp | Mar 27, 2026 | Chart of the Week
This week, I want to revisit a chart that we featured on the blog around this time last year. It shows the year-over-year change in WTI crude oil prices going back decades. In simple terms, it measures how much oil prices have risen over the past 12 months....
by NelsonCorp | Mar 20, 2026 | Chart of the Week
Too much debt can create problems. That’s true for individuals, corporations, and—it turns out—even the stock market. This week’s chart illustrates why. The chart above compares the S&P 500 stock index (gold line, top) to margin debt levels (green line,...
by NelsonCorp | Mar 13, 2026 | Chart of the Week
When markets come under pressure like they have in recent weeks, I always find it helpful to consult what we call the “VIX Playbook.” It’s based on the CBOE Volatility Index, or what you might have heard referred to as Wall Street’s “Fear Gauge.” It measures...
by NelsonCorp | Mar 6, 2026 | Chart of the Week
It’s been a while since we’ve seen a meaningful pullback in the stock market. Specifically, our chart above shows that it’s been 206 days since the last time the Nasdaq-100—the tech-heavy U.S. stock index—declined more than 10% from a high, the fourth longest...
