by NelsonCorp | Sep 15, 2026 | Indicator Insights
Most of the time when we talk about investor sentiment, we talk about it in terms of one market at a time. Are investors too excited about stocks? Too gloomy about bonds? This week’s indicator asks a different question: how does the mood in one market compare...
by NelsonCorp | Sep 3, 2026 | Indicator Insights
With second-quarter earnings season just about wrapped up, I want to use this week’s indicator to look at something a little different than earnings: sales. Why sales? Because earnings can be shaped by all sorts of things—cost cutting, buybacks, accounting...
by NelsonCorp | Aug 27, 2026 | Indicator Insights
For this week’s indicator, I want to talk about market leadership. We tend to think about the stock market as one big thing. Either stocks are going up or stocks are going down. But underneath the surface, there is almost always a battle taking place between...
by NelsonCorp | Aug 20, 2026 | Indicator Insights
This week, I want to highlight a different sort of indicator than we usually talk about. It has to do with overtime work and how it relates to bond prices. Why overtime? Because overtime is something almost everyone understands. When business is good and demand...
by NelsonCorp | Aug 13, 2026 | Indicator Insights
Stocks or bonds? It’s a simple question, but the answer isn’t always so simple. Most of the time, investors will want to own some of both. But when the evidence becomes strong enough, it can make sense to lean more heavily in one direction. So, how do we know...
by NelsonCorp | Aug 6, 2026 | Indicator Insights
The stock market is not the economy. This is true. The two don’t always move together, especially in the short run. But we do find evidence that a strengthening economy can provide an important tailwind for stocks when conditions are right. When are conditions...
