By David Nelson, CFA You’ve probably had this conversation with friends and family. It goes something like this. What happens to my 401k and other investments if Democrats and Republicans can’t come to a compromise over the debt ceiling? U.S. debt is a staggering 31.4 trillion and debt to GDP is at the highest levels […]
Category Archives: Investment Management
May
15
Evolution or Revolution: The AI Era Through the Eyes of an Investor
posted by David Nelson, CFA
David Nelson, CFA CMT Artificial intelligence is capturing the hearts and minds of investors. And why not? Real intelligence on so many levels is missing in action. As humans we seem to stumble from one bad decision to the next. What could be more exciting than a new technology that takes some of the burden off […]
May
08
When is the best time to get out of mega cap stocks? Asking for a friend.
posted by David Nelson, CFA
By David Nelson, CFA CMT Did anything change last week? Not really. It was a modestly downbeat week with the exception of Friday’s monster rally on the heels of a solid quarter from Apple (AAPL). The stock sits just shy of the August 2022 high and only modestly below all-time highs set in 2021. Bloomberg Data […]
April
24
Size Matters
posted by David Nelson, CFA
By David Nelson, CFA CMT Earnings are about to get real as some of the largest companies on the planet are set to report. It’s time for these Mega Cap giants to live up to their safe-haven image buoyed by fortress like balance sheets and secular growth trends that should protect them in times of […]
April
10
236,000 Jobs – The Fed is terrified of making this mistake
posted by David Nelson, CFA
By David Nelson, CFA CMT How you spin a story is often more important than the story itself. It’s certainly that way in politics. All you have to do is flip through your news channels on your cable box. The same story on Fox is going to look and sound a lot different than it […]
April
04
Wall Street Wars: Biden, Trump and Seinfeld Take Center Stage
posted by David Nelson, CFA
By David Nelson & ChatGPT Fade in applause Jerry on stage JERRY What’s the deal with March Madness in the stock market? I mean, one minute we’re cruising down the highway and the next minute we hit a pothole the size of Texas. And what do we do when we hit that pothole? We start […]
March
27
China U.S. Relations – There’s only one way this ends
posted by David Nelson, CFA
By David Nelson, CFA US-China relations are once again center stage, as a congressional hearing Thursday highlighted the deepening concern that China’s reach into our society isn’t only harmful but a threat to national security. Sitting before members of the House, TikTok CEO Shou Zi Chew was grilled for hours by both Republicans and Democrats attempting […]
March
20
Shotgun Marriage – UBS Credit Suisse
posted by David Nelson, CFA
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?
posted by David Nelson, CFA
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?
posted by David Nelson, CFA
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 […]
DAVID NELSON, CFA 