Looking Backward and Forward
OVERVIEW U.S. stocks fell for a second week in a row last week, with the S&P losing 0.3%, the Dow dropping 0.88%, and the Nasdaq declining 0.28%. The Russell 3000 Growth Index, a broad gauge of growth stocks in the U.S., fell 0.94%, whereas its value...
Making a Profit
The primary goal of any business is to make a profit; or, at the very least, profits validate a business’s commercial endeavors. So, for this week’s chart, we show the profit margin of S&P 500 companies over the past 50 years. As you can see on the far...
Excess Liquidity
The one thing made apparent last year is that liquidity matters to the stock market. By liquidity, we mean the amount of available money sloshing around the economy; when it’s excessive, it tends to find its way into financial assets—like stocks. One of the...
Financial Focus – January 12th, 2022
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the implications of household debt in the US as well as an increasing investor preference for exchange traded funds rather than traditional mutual funds.
Good Debt or Bad Debt?
We’ve heard a lot over the past few years about big increases in debt. Governments, corporations, and households have all been increasing their balance sheets. James Nelson joins Local 4 News to discuss if this is something that regular investors need to be worried about.
Tape Talk
OVERVIEW The U.S. stock market hit a rough patch to start the new year. The S&P 500 fell 1.87%, the Dow declined 0.29%, and the Nasdaq collapsed 4.53%. Growth stocks took a beating, falling 4.87%, whereas value stocks rose about 0.77% for the week. This...
Three in a Row; How Far Can We Go?
The theme of this week’s chart is comparable to your favorite sports team who just completed a “three-peat”—winning three championships in a row—but instead, it’s applied to the S&P 500 stock index. Each green bar on the chart above represents the annual...
Stock Exchange Tug of War
I like to think of this week’s featured indicator as a tug of war between the two major stock exchanges in North America: the Nasdaq and the New York Stock Exchange (NYSE). The relative differences between these two exchanges create a unique opportunity—which...
Financial Focus – January 5th, 2022
Listen to this week’s Financial Focus as David Nelson talks about the math of investment losses that listeners should be aware of as well as different account types and tax planning.
Santa Claus Rally
OVERVIEW The major U.S. stock market indices started the week out strong but faded a bit to end the year's last week of trading. The S&P 500 gained 0.85%, the Dow increased 1.08%, and the Nasdaq fell 0.05%. Value stocks rose about 1.36%, outperforming the...
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