The Biggest and Best
This week’s chart shows that the biggest and best of the stock market are breaking out to all-time highs. The index, shown above, is the S&P 500 Top 50 Index. It’s a subset of the broader S&P 500 Index, focusing on the 50 largest companies by market...
Cyclical Leadership
This week’s indicator is all about the cyclical sectors. What are the cyclical sectors? Well, as their name implies, they’re sectors that are in sync with the economic cycle. When the economy grows, these sectors do well. But when the economy contracts, they...
Financial Focus – October 16th, 2024
In this week’s “Financial Focus,” Nate Kreinbrink and Andy Fergurson discuss the recent October 15th tax deadline and the common misconceptions surrounding tax extensions. They explain that while an extension grants more time to file, taxes owed must still be paid by April 15th to avoid interest and penalties.
Refi Revival
With the Federal Reserve reducing interest rates, the lower mortgage rates have translated into positive activity for the housing market. James Nelson shares factors homeowners should consider when deciding if the time is right to refinance.
Follow Trendlines, not Headlines
In a world filled with distracting headlines, the secret to smart investing is to Follow Trendlines, Not Headlines. Dive into this week’s commentary to discover what you should really be paying attention to in your investment strategy.
The Fed/CAPE Connection
This week’s chart highlights a key connection between the Fed Funds Rate and stock market valuations, as measured by the CAPE ratio. But first, some definitions. The Fed Funds Rate is controlled by the Federal Reserve and influences all other interest rates....
Leverage Limits
This week’s indicator is all about leverage in the stock market, or what is commonly referred to as margin debt. What is margin debt? In simple terms, it’s a measure of how much money investors are borrowing to buy stocks. When they do this, it’s called buying...
Financial Focus – October 9th, 2024
In this week’s Financial Focus, Nate Kreinbrink highlights the importance of updating beneficiary designations for retirement accounts and life insurance policies. He also covers recent changes requiring beneficiaries to withdraw inherited funds within 10 years, starting in 2025.
Margin Meter
We occasionally hear experts refer to leverage when discussing markets. David Nelson walks us through what that means and what investors should take away from margin debt trends.
Take a Chance on Me
The market’s been tapping into its inner ABBA lately, suggesting now might be the time to “take a chance” on stocks again. In this week’s commentary, we dive into the key Risk-On/Risk-Off Diffusion Index and explore why investors are starting to move to a more upbeat market tune.
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