Category Archives: Investment Management

September 24

The trend is your friend until it punches you in the mouth

New ETFs like $XLC is big money to providers as investors scramble to jump on board a train that left the station a long time ago.

September 10

Assets vs Liabilities

By David Nelson, CFA Assets vs Liabilities – On one side of the market balance sheet we have a wave of strong economic data confirming earnings year to date. It’s not only the bottom line showing strength but top line performance is robust, a dynamic we haven’t seen for some time. Remember, there’s a lot […]

September 03

Emerging Markets and the Black Swan

By David Nelson, CFA With good reason to celebrate investors headed to the beaches Friday on the heels of another strong month for U.S. markets. The lack of any meaningful reaction following a missed deadline for NAFTA and a full court press from the administration threatening additional tariffs on $200 Billion in Chinese imports shows investors […]

August 27

3,453 Days from the Abyss

By David Nelson, CFA After 3,453 days investors celebrate a milestone as we mark the longest bull market in history. Here we are a decade following the worst financial crisis in generations and the memories of Lehman collapsing along the value of your 401k are all but a memory. The gallows humor for those of […]

August 16

TESLA – Trying to contain the damage

Here we are a week later and TESLA is still trying to contain the damage from Elon’s tweet.

August 12

Let’s Make a Deal – The State of M&A 2018

By David Nelson, CFA With over $2.1 Trillion in deals inked so far, 2018 looks to be another record year for M&A. AT&T’s (T) $85 Billion takeout of Time Warner is in the books and Disney (DIS) has beaten out rival Comcast (CMCSA) in their quest for Fox assets. Smaller deals like Express Scripts (ESRX), […]

July 23

The only thing worse than an independent Fed

By David Nelson, CFA After 18 months, in office no one should be surprised when President Trump takes to social media to weigh in on any number of taboo topics. He speaks in stream of consciousness weighing in on whatever is in his mind at the moment. The lack of editorial control has forced our […]

July 15

BREAKING NEWS!

By David Nelson, CFA In the face of an endless wave of BREAKING NEWS banner headlines, U.S. markets put in a strong week adding to July gains. Closing at levels near resistance, stocks are within ear shot of challenging the highs earlier this year. The threatened tariffs on an additional $200 Billion in Chinese imports […]

July 09

Value Stocks are Killing Your Performance

By David Nelson, CFA In a shortened holiday week U.S. large caps managed to put in their first positive performance in the last four despite the Friday launch of $34 Billion in tariffs on China with a reciprocal move by Beijing. The strongest performance came on Friday just hours after both sides pulled the trigger […]

June 25

What keeps me up at night

By David Nelson, CFA Increased volatility and reversion to the mean have played a big role in 2018. Despite concerns surrounding trade and struggling international markets abroad, indices attached to U.S. equity have largely held up. Never the less, a number of red flags keep popping up forcing equity managers to at least ask the […]