Author Archives: David Nelson, CFA

October 25

What can they do? – Elon Musk

October 18

No Stimulus or Contested Election – Which do investors fear more?

David weighs in on the markets, the economy and what to expect as we approach the election

October 14

Is Alphabet a monopoly?

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

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

Have to admit sometimes professional investors like myself are humbled by the retail investor.

October 05

Is Market Cap Becoming a Liability?

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

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

David joins Bloomberg anchor Jon Ehrlichman to discuss the President’s diagnosis and the market reaction.

September 30

Retail, Disney and Palantir

David joins Fox Business anchor Maria Bartiromo to discuss the recent surge in retail bankruptcies along with Palantir’s hot IPO

September 30

150 Million Covid Tests

Testing plays a pivotal role in re-opening the economy