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.
August
03
Top Heavy Market – Should Investors Be Concerned?
posted by David Nelson, CFA
By David Nelson, CFA CMT Last week capped off another powerful month for the broad indices setting up a potential challenge to the all-time S&P high set in February. Of course, the NASDAQ is already there in large part powered by the 5 largest companies (APPL, MSFT, AMZN, GOOGL & FB) that all hit highs […]
July
30
Step 3 in the fight to save capitalism
posted by David Nelson, CFA
By David Nelson, CFA The final chapter in a series to help save the greatest economic engine the world has ever known takes us to the heart of the problem, Washington DC. Step 3 – Trash the Tax Code I don’t care which side of the political aisle you live on the marginal tax rate is the […]
July
29
Chapter II – 3 Steps to save capitalism
posted by David Nelson, CFA
By David Nelson, CFA In Chapter one the first of three steps needed to save capitalism, I focused on taxing capital the same as income. As stated, eliminating the preferential treatment of capital gains isn’t going to solve income inequality and I’m certain that shouldn’t be the goal. There will always be a gap between the successful […]
July
28
3 steps to save capitalism – Chapter 1
posted by David Nelson, CFA
By David Nelson, CFA Make no mistake capitalism, and the current world order are under attack and like most bad arguments not all of the opposition talking points are wrong. A wealth gap at its widest point in history and a system that encourages corporate boards to reward chief executives at levels reaching 300x the pay […]
July
22
Markets react to the latest on COVID vaccine
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne
July
22
US forces China to close consulate in Houston
posted by David Nelson, CFA
David joins Fox Business anchor Maria Bartiromo to weigh in on the US forced closure of their consulate in Houston
July
20
Red Zone
posted by David Nelson, CFA
By David Nelson, CFA CMT With the exception of China most global markets put in a strong week and now the S&P 500 finds itself right up against resistance and a chance to break into the RED ZONE. With the goal line just 5% higher a little good news on the virus or earnings could […]
July
13
Disney World Reopens
posted by David Nelson, CFA
By David Nelson, CFA CMT In the face of rising daily infections throughout much of the U.S. last week was a strong one for risk assets. We continue to march forward with plans to reopen the economy, but the recent viral surge has called into question plans for Fortune 500 companies to get back to […]
July
06
Another Brick in the Wall of Worry
posted by David Nelson, CFA
By David Nelson, CFA CMT Fresh on the heels of one of the worst investment quarters in my career U.S. markets staged an impressive comeback with the DOW putting in its best 3 months since 1987 and for the NASDAQ best since 1999. S&P 500 1 Year In the backdrop of a pandemic investors continue […]
