by NelsonCorp | Oct 23, 2026 | Chart of the Week
Here’s an interesting question that doesn’t come up all that much. When the government borrows money, who are they borrowing from? This week’s chart provides a clue. It shows the share of U.S. government debt owned by foreign investors, going back...
by NelsonCorp | Oct 16, 2026 | Chart of the Week
With all the noise this week about inflation, interest rates and jittery tech stocks, it would be easy to miss a piece of good news: American factories are busy. The chart above shows the ISM manufacturing index, a monthly survey of the people who buy supplies...
by NelsonCorp | Oct 9, 2026 | Chart of the Week
With the stock market sitting right around a record high, it might look like stocks have shrugged off this year’s jump in interest rates. They haven’t. Higher rates have definitely left a mark. You just have to know where to look. Let me walk you...
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...