August 27

Politics – David Nelson Highlight Reel

posted by

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.  

»»
December 05

If jobs are hot why do I see a recession on the horizon?

posted by

By David Nelson, CFA CMT This is what we do. Month after month week after week. Traders, fund managers, advisors and even you at home. We wade through a mountain of economic data looking for clues as to just how good or bad the economy and some of the companies we follow are doing. Why, […]

»»
November 28

Nothing Changes Market Sentiment Like Price

posted by

By David Nelson, CFA Investors have a myopic focus on U.S. stocks sometimes to the exclusion of most other asset classes. The stock centric thinking becomes even more pronounced when the conversation shifts to the mega cap community including Apple, Microsoft, Alphabet and Amazon. Tech has dominated investor sentiment for the better part of a decade. […]

»»
November 21

The $1,000,000,000 Question

posted by

The Recession is coming. This is when markets should bottom. $spy #fed #recession

»»
November 15

It’s not an Amazon Story

posted by

David joins TD Ameritrade Network Nicole Petallides to discuss Amazon’s announcement of a 10,000 reduction in headcount.

»»
November 07

Nuclear Nightmare – How long before there’s a mistake

posted by

Dr. Strangelove has nothing on what’s taking place in North Korea. How long before there’s a mistake that can’t be walked back?

»»
November 02

Here is what the Fed should do

posted by

David joins Fox Business anchor Charles Payne to discuss the Fed’s upcoming rate decision

»»
October 31

Saving Capitalism 1 Stock at a Time

posted by

By David Nelson, CFA CMT Most of you know I’m an ex-rocker so bear with me while I pull a band from my youth. Led Zeppelin’s Communication Breakdown was the quintessential rock song with two lines of lyrics that set the tone for what’s taking place in the communication sector this year. Communication breakdown, it’s always the […]

»»
October 30

MCD vs META – Bad things happen when shareholders don’t have a voice

posted by

David joins Fox Business anchor Maria Bartiromo and Strategic Wealth Partners CEO Mark Tepper. Weighing in on $MCD and $META earnings. Bad things happen when shareholders don’t have a voice.

»»
October 24

Bear Market – The Day After

posted by

By David Nelson, CFA CMT Before we get started put down the knives, get off twitter and take a breath. I’m not calling the end of the bear market. If I could do that with a high degree of accuracy I’d have my jet, wouldn’t even be writing this post and I’d be done staring […]

»»
October 17

Market Grief – What comes after acceptance?

posted by

By David Nelson, CFA CMT The five stages of grief is a phrase often used when discussing all sorts of tragedies including cancer, loss of a loved one, or any terminal illness. For those of us in the market the gain and loss of capital feels like life and death so even if not justified […]

»»