Author Archives: David Nelson, CFA

August 10

Risk On Risk Off Markets

By David Nelson, CFA CMT One look at any trader’s stock monitor screams the obvious. Both risk on and risk off investments are working side by side in a market that has surprised retail and institutional investors. On the heels of a pandemic and a market that fell -35% in just 23 trading days Gold […]

August 06

Microsoft to buy TikTok

David weighs in on the forced sale of TikTok

August 06

Apples and Elephants

David joins the Yahoo Finance news team to discuss Apple’s run up to $2Trillion Market Cap

August 03

Top Heavy Market – Should Investors Be Concerned?

By David Nelson, CFA CMT Last week capped off another powerful month for the broad indices setting up a potential challenge to the all-time S&P high set in February. Of course, the NASDAQ is already there in large part powered by the 5 largest companies (APPL, MSFT, AMZN, GOOGL & FB) that all hit highs […]

July 30

Step 3 in the fight to save capitalism

By David Nelson, CFA The final chapter in a series to help save the greatest economic engine the world has ever known takes us to the heart of the problem, Washington DC. Step 3 – Trash the Tax Code I don’t care which side of the political aisle you live on the marginal tax rate is the […]

July 29

Chapter II – 3 Steps to save capitalism

By David Nelson, CFA In Chapter one the first of three steps needed to save capitalism, I focused on taxing capital the same as income. As stated, eliminating the preferential treatment of capital gains isn’t going to solve income inequality and I’m certain that shouldn’t be the goal. There will always be a gap between the successful […]

July 28

3 steps to save capitalism – Chapter 1

By David Nelson, CFA Make no mistake capitalism, and the current world order are under attack and like most bad arguments not all of the opposition talking points are wrong. A wealth gap at its widest point in history and a system that encourages corporate boards to reward chief executives at levels reaching 300x the pay […]

July 22

State of the Market


July 22

Markets react to the latest on COVID vaccine

David joins Fox Business anchor Charles Payne

July 22

US forces China to close consulate in Houston

David joins Fox Business anchor Maria Bartiromo to weigh in on the US forced closure of their consulate in Houston