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.
July
28
UPS – Buy Bail or Hold
posted by David Nelson, CFA
David joins Fox Business Anchor Charles Payne to discuss the outsized post earning’s moves of your favorites stocks
July
28
China – It’s worse than you think
posted by David Nelson, CFA
David joins Bloomberg’s Jon Ehrlichman to weigh in on the recent weakness in Chinese shares.
July
22
All eyes on the 10 Year
posted by David Nelson, CFA
Stock investors are looking at bond yields.
July
22
Peak Growth – The Movie
posted by David Nelson, CFA
We’re at peak growth right now. The key for investors. What are we slowing down to.
July
19
Hero to Zero
posted by David Nelson, CFA
By David Nelson, CFA CMT Questioning the catalyst for the S&P 500’s first down week in a month investors went into the weekend looking for answers. Whenever we don’t have a clear explanation about price momentum or the lack there of, we scrub the numbers searching for a data point or factor to placate our […]
July
14
Is this as good as it gets?
posted by David Nelson, CFA
Estimate revisions are likely peaking. Buybacks at a record are holding up the earning’s of some of the biggest companies. $590 Billion in authorizations year to date.
July
07
DIDI Diaster
posted by David Nelson, CFA
Fox Business anchor Charles Payne, Mitch Roschelle weigh in on the DIDI Diaster
July
06
Growth Mirage
posted by David Nelson, CFA
By David Nelson, CFA CMT With the first half of the year in the rear-view mirror I thought it would be a good time to share some conversations taking place on the Belpointe Trade Desk. You can’t buyback your way to growth Source FactSet Last week United Asset’s Tom Healy and Matt DeLorenzo were guests […]
July
03
Cyber War – Act II
posted by David Nelson, CFA
By David Nelson, CFA CMT Late Friday a massive Ransomware attack linked to Russia based REvil hit thousands of companies in more than 11 countries. The attack comes just weeks after a Biden warning to President Putin laying out 16 critical infrastructure sectors that are hands off. Cyber-attacks are quickly becoming the biggest threat world economies […]
June
28
The USS Teflon Market
posted by David Nelson, CFA
By David Nelson, CFA USS Teflon Market sailed past the FOMC iceberg I called out in last week’s post. On the heels of a Fed decision week that pushed June into negative territory stocks reversed course putting in their best week since March. The reflation trade bounced hard waving off concerns of a hawkish tilt in […]
