Mixed Messages
This week’s chart shows a widening split between bonds and stocks. One is bracing for cuts, the other is betting on strength—both can’t be right.
Sentiment in Context
Investors may seem overly optimistic, but context matters—easy financial conditions can make even high sentiment less dangerous. This week’s indicator blends emotion with environment, giving us a clearer view of whether sentiment is truly stretched or just seems that way.
Keeping the Bulls in Check
Stocks may be hitting new highs, but credit spreads and earnings forecasts are telling a more cautious story. This week’s update looks at what that quiet restraint might be signaling beneath the surface.
No More Cutting
We’ve gotten some encouraging news on the earnings front lately. As this week’s chart shows, after months of steady cuts, analysts have finally stopped lowering their S&P 500 earnings estimates. Each line in the chart tracks the year-over-year growth...
P/E Meets T-Bill
Is the stock market actually expensive—or just pricier than we’re used to? This week’s indicator puts stocks and bonds head-to-head to give us a clearer view of relative value.
Financial Focus – July 2nd, 2025
On this week’s Financial Focus, David Nelson shares stories from up north and insights from the markets. From managing risk to making disciplined decisions, he explains how staying calm and focused helps clients sleep better at night.
The Golden Ratio
The price of a stock fluctuates based on demand and other market impacts, and that price may not be reflective of its true value. David Nelson shows how comparing the S&P 500 stock index to the Bloomberg Gold Index is a good gauge for stock valuations.
Breaking and Entering
The bulls just broke through to new highs after a record-setting rebound. But with mixed signals under the surface, the question is whether they can stay in the house. Check out this week’s commentary for more.
Big Bounce
Stocks have come roaring back since April, and this week’s chart shows why it’s catching attention. Among past corrections, this rebound is the fastest and strongest by far.
Battle of the Benchmarks
Stocks or bonds? It’s a question every investor wrestles with sooner or later. Check out this week’s indicator, where the battle of the benchmarks is heating up—and a new signal could tilt the field.
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