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.
October
20
The New Cold War!
posted by David Nelson, CFA
Taiwan is likely lost already. The political appetite to defend doesn’t exist. The good news is we are starting to bring supply chains home.
October
18
PPI vs CPI – Why it matters!
posted by David Nelson, CFA
By David Nelson, CFA In the face of rising investor concern on a range of issues stocks put in a strong week adding to month to date gains. The pivotal moment came Thursday with the S&P delivering its strongest day in months up +1.7%. Add Friday’s monster earnings beat from Goldman (GS) and the glass […]
October
13
Wall Street Loves it, I HATE it!
posted by David Nelson, CFA
Easiest way for a CEO to hit an earnings per share target and get their bonus is a stock buyback.
October
13
Investors will know what to do
posted by David Nelson, CFA
Washington needs to get their act together. David joins anchor Charles Payne to weigh in on recent market volatility.
October
04
Wipeout!
posted by David Nelson, CFA
By David Nelson, CFA CMT September all but wiped out the strong start to Q3 with both the Dow and NASDAQ ending the quarter in the red leaving only the S&P 500 fractionally in the green up just +0.58%. There was no shortage of suspects to blame. Rising yields, a coming taper, Delta, China, inflation, […]
September
29
Rushing to the other side of the lifeboat
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne and Gary B Smith to weigh in on the recent violent swings in the market
September
27
Tough Love
posted by David Nelson, CFA
By David Nelson, CFA CMT The Fed last week scraped together just enough tough love prove they have investor’s backs on a range of issues. A taper that is likely to be announced in November could easily take until mid-2022 and there is all but a promise of no rate hikes until the end of […]
September
26
Tough Love – The Movie
posted by David Nelson, CFA
David joins Yahoo Finance panel including anchors Adam Shapiro, Seana Smith and Stifel Chief Economist Dr. Lindsey Piegza. Click Here for video.
September
20
Fed Day – The beginning of the end…
posted by David Nelson, CFA
By David Nelson, CFA CMT As strategists, portfolio managers, analysts, or market pundits we tend to hype the importance of events to support a narrative that explains our market outlook. In the last decade it has been hard to write a market piece or research report without some mention of the Federal Reserve and or […]
