August 27

Politics – David Nelson Highlight Reel

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.  

March 20

Shotgun Marriage – UBS Credit Suisse

By David Nelson, CFA CMT Swiss authorities had considered a full nationalization of Credit Suisse Group but it looks like UBS has agreed to an acquisition of the troubled institution at just over $3 billion. Unknown how forceful the persuasive argument was from Swiss authorities but it looks like they will shower UBS with enough […]

March 20

What’s driving the surge in tech shares?

By David Nelson, CFA CMT Investors are questioning the rush into mega cap tech at the height of a banking crisis that has rippled through markets in the last two weeks. I think CNBC’s Josh Brown said it accurately. Investors today view many of these large digital companies as consumer staples. It’s hard to deny that […]

March 12

Silicon Valley Bank – Did the Fed break it or was it broken already?

By David Nelson, CFA The failure of Silicon Valley Bank has sent regulators and the Federal Reserve scrambling for answers on how and why this happened. In some ways little has changed since the dark days of the financial crisis. This was a bank pushing the envelope, growing at break neck speed and seemingly unafraid that rising […]

March 06

E.S.G. Good for Wall Street Bad for America

By David Nelson, CFA E.S.G. What is it? Why is it important? And why did Congress just vote to block President Biden’s Department of Labor rule, a rule that encourages private retirement fiduciary is to use ESG in the decision-making process? The bill passed both the House and Senate with bipartisan support on a very slim majority. […]

March 01

This sector has been down 10 weeks in a row

February 27

The Fed needs to tame the inflation beast

Click on picture for video. Sat down with TD Ameritrade host Oliver Renick to weigh in on the Fed and stocks reporting tonight and in the morning.

February 27

Recession – The Fed says “it’s different this time”

By David Nelson, CFA Markets have always climbed a wall of worry and this year is no exception. High on the list of investor concerns is inflation data that may not be falling fast enough for many officials in the FOMC. There’s a reason why they say the Fed keeps hiking until something breaks. All to […]

February 21

This chart shows why stock futures are down this morning

By David Nelson, CFA Last week’s modest pull back in U.S. stocks was surprising given the current headwinds and challenges for risk assets. 2-year treasury yields are the highest since last November. Short duration fixed income and cash instruments are offering a competitive alternative to stocks. This morning futures reflect that reality with most markets […]

February 03

Is Big Tech Too Big!

David joins Fox Business host Maria Bartiromo along with Strategic Wealth Partners CEO Mark Tepper to weigh in on Big Tech earnings.

February 01

The Biggest Risk for the market isn’t the FED!

David joins Fox Business anchor Charles Payne to weigh in on the markets and today’s FOMC decision.