David Nelson weighs in on the political drama we live through every day. His viewpoint resonates with followers from K Street to Main Street translating Washington double talk into the truth. Anything less is a clear and present danger.
Tina Turner – RIP
posted by David Nelson, CFA
I didn’t know Tina but I met her briefly backstage when we were both on tour.
She knew just what to do to take her fans right to the edge. What a night. I’ll never forget it.
Running On Empty – Why a debt deal could be bad news for stocks
posted by David Nelson, CFA
By David Nelson, CFA You’ve probably had this conversation with friends and family. It goes something like this. What happens to my 401k and other investments if Democrats and Republicans can’t come to a compromise over the debt ceiling? U.S. debt is a staggering 31.4 trillion and debt to GDP is at the highest levels […]
When is the best time to get out of mega cap stocks? Asking for a friend.
posted by David Nelson, CFA
By David Nelson, CFA CMT Did anything change last week? Not really. It was a modestly downbeat week with the exception of Friday’s monster rally on the heels of a solid quarter from Apple (AAPL). The stock sits just shy of the August 2022 high and only modestly below all-time highs set in 2021. Bloomberg Data […]
Size Matters
posted by David Nelson, CFA
By David Nelson, CFA CMT Earnings are about to get real as some of the largest companies on the planet are set to report. It’s time for these Mega Cap giants to live up to their safe-haven image buoyed by fortress like balance sheets and secular growth trends that should protect them in times of […]
Wall Street Wars: Biden, Trump and Seinfeld Take Center Stage
posted by David Nelson, CFA
By David Nelson & ChatGPT Fade in applause Jerry on stage JERRY What’s the deal with March Madness in the stock market? I mean, one minute we’re cruising down the highway and the next minute we hit a pothole the size of Texas. And what do we do when we hit that pothole? We start […]
China U.S. Relations – There’s only one way this ends
posted by David Nelson, CFA
By David Nelson, CFA US-China relations are once again center stage, as a congressional hearing Thursday highlighted the deepening concern that China’s reach into our society isn’t only harmful but a threat to national security. Sitting before members of the House, TikTok CEO Shou Zi Chew was grilled for hours by both Republicans and Democrats attempting […]