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
26
Biggest risk for the market – It’s not what you think
posted by David Nelson, CFA
The truth rarely lives on the extremes. Unless we’re about to unwind hundreds of years of economic data and history, long term equity returns are driven by earnings, cash flow, dividends and revenue in that order
October
18
No Stimulus or Contested Election – Which do investors fear more?
posted by David Nelson, CFA
David weighs in on the markets, the economy and what to expect as we approach the election
October
14
Is Alphabet a monopoly?
posted by David Nelson, CFA
When companies become more powerful than government and the elected officials that watch over them, you can bet they will be broken up.
October
14
Ant Group IPO
posted by David Nelson, CFA
There are so many sub plots it’s hard to know where to start. There are even national security concerns
October
07
Retail Investors Beat the Pros
posted by David Nelson, CFA
Have to admit sometimes professional investors like myself are humbled by the retail investor.
October
05
Is Market Cap Becoming a Liability?
posted by David Nelson, CFA
SPY vs IWM vs RSP – Investors are desperate for some new blood to do the heavy lifting
October
04
Market Reaction to Covid in the White House
posted by David Nelson, CFA
There’s a reason why ratings for the House and Senate are the lowest in a generation
October
02
President tests Positive for Covid – Market Reaction
posted by David Nelson, CFA
David joins Bloomberg anchor Jon Ehrlichman to discuss the President’s diagnosis and the market reaction.
