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.
March
01
SPEED KILLS!
posted by David Nelson, CFA
By David Nelson, CFA CMT As the vaccine rollout continues investors will start to look beyond the Covid recovery and start to ask themselves some tough questions. The usual suspects or rogue’s gallery of market worries includes high valuations, rising yields, high unemployment and of course my personal favorite a geopolitical backdrop that challenges U.S. […]
February
15
All Bulled Up
posted by David Nelson, CFA
By David Nelson, CFA CMT Markets pushed higher last week but clearly most of the economic data was soft. Jobless claims, Consumer Confidence and CPI all came in short of expectations. Earnings reports continue to be robust and well above estimates, but we’ve seen this movie before. A combination of lowered expectations and analysts behind the curve […]
February
07
Earning’s blowout pushes estimates higher
posted by David Nelson, CFA
David joins Fox Business anchor Maria Bartiromo to weigh in on the earning’s season and what’s next for markets
February
03
Markets – Money Never Sleeps
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne to weigh in on the latest news driving markets
February
01
GameStop – There’s nothing social about social media
posted by David Nelson, CFA
By David Nelson, CFA At the start of 2021 analysts, talking heads and investors were focused on the year ahead and what the economy would look like on the other side of a vaccine rollout. The pandemic breakout of 2020 brought world economies to their knees and capital markets to the brink. Investors who looked […]
January
25
FAANG Revenge
posted by David Nelson, CFA
By David Nelson, CFA CMT Year to date we’ve seen several asset class battles as investors rushed from one side of the lifeboat to the other. Coming into the start of 2021 we picked up right where we left off. A pro-cyclical rally led by Energy, Financials, Materials and Small Cap stocks (IWM) have outpaced […]
January
19
Bloomberg Canada Interview
posted by David Nelson, CFA
Click here for today’s interview of David talking Bloomberg anchor Amber Kanwar
January
13
Earnings & ESG
posted by David Nelson, CFA
David joins Fox Business host Charles Payne along with Chief Market Strategist Bank of New York Alicia Levine to discuss the latest market headlines.
January
11
As the Worm Turns – The Movie
posted by David Nelson, CFA
David joins Fox Business host Alexis Chrisoforous to discuss the changing of the guard.
January
11
As the Worm Turns
posted by David Nelson, CFA
By David Nelson, CFA CMT The worm has turned is an idiom often associated with the change of fortune of a person. I’m going to take the liberty and focus it right where it matters most your pocketbook. In the context of the last 10 years what we’ve seen in the last couple of months […]
