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Stirring the Pot

Stirring the Pot

OVERVIEW   U.S. stocks took another step backward last week, with the S&P 500 dropping 0.64 percent, its third straight week in the red. The Nasdaq had a similar decline of 0.56 percent. The Dow, however, remained mostly flat for the week, dropping just 0.03...

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Chart of the Week: Go Big and Stay Home

Chart of the Week: Go Big and Stay Home

  The Covid-19 pandemic has drastically changed how Americans spend their money, at least for the time being. Total consumption since the pandemic began is down around 5 percent. However, if we dig into the weeds, we see that Americans have spent about 12 percent...

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The Ones Most Adaptable to Change

The Ones Most Adaptable to Change

We’ve discussed on this show a number of times this year the large disparity between different areas of the stock market. John Nelson lets us know whether or not that is something unique to this year given all that is going on or if there are other factors at play.

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A Sheep in Wolf’s Clothing?

A Sheep in Wolf’s Clothing?

OVERVIEW   The tech sell-off continued in the United States last week, with the Nasdaq dropping 4.06 percent. The S&P 500 fell about 2.5 percent, and the Dow lost about 1.66 percent. Volatility, however, actually declined. The VIX (a measure of volatility)...

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Chart of the Week: Mortgage Madness

Chart of the Week: Mortgage Madness

  The mortgage market is on a tear in 2020. Despite a stumbling economy, lenders issued roughly $1 trillion in home loans last quarter. As our chart of the week shows, refinancings are driving this boom. Although new home purchases were down from a year ago,...

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Great Expectations

Great Expectations

Last week we discussed the rising debt we’ve seen this year. There are those out there who suggest this could cause inflation to rise in the future. David Nelson lets us know if this is something that we should be concerned about.

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Stocks Go Down, Too

Stocks Go Down, Too

OVERVIEW   U.S. stocks declined in a rollercoaster week of trading that saw the VIX index (a measure of volatility) jump above 30 for the first time since early July. After a good start to the week, the tech sector sold off dramatically on Thursday and Friday,...

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Chart of the Week: From Disease to Debt

Chart of the Week: From Disease to Debt

  The U.S. federal debt exploded this year after a massive fiscal response to the coronavirus pandemic. By the end of June, total debt had ballooned to $20.5 trillion from $17.7 trillion at the end of March. This is a huge number. But it only represents one side...

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