By David Nelson, CFA CMT Less than two weeks into 2020 investors have shrugged off the killing of Iranian Quds force commander Soleimani, a rocket attack on a U.S. installation, the accidental downing of a Boeing 737 in Iranian airspace not to mention a major news service saying the risk of nuclear war is growing. […]
Category Archives: Investment Management
January
02
Market MVP Award goes to…
posted by David Nelson, CFA
By David Nelson, CFA CMT There’s no other way to put it. 2019 was an extraordinary year some even calling it the GOAT. Sentiment heading into 2020 is a near polar opposite from this time last year. We kicked off 2019 adding to a Christmas eve rally but the sentiment was anything but jubilant. Coming on […]
December
09
Recession Obsession
posted by David Nelson, CFA
3 Stocks to Recession Proof Your Portfolio – Motley Fool Gazing into the Recession Crystal Ball – Reuters Goldman says private equity clients see a recession – Business Insider The Next Recession May Come by Stealth – Forbes By David Nelson, CFA The headlines above were just what you’d expect last December when stocks were […]
November
25
STOP THE PRESSES!
posted by David Nelson, CFA
By David Nelson, CFA CMT Maybe it’s the fact that former New York City Mayor Mike Bloomberg announced he was joining a crowded Democratic field to run for President. It could be the media is more focused on the Patriots Cowboy Sunday match up or the monster ticket sales for Disney’s long awaited Frozen II. Nevertheless, […]
November
04
Situation Normal
posted by David Nelson, CFA
By David Nelson, CFA CMT The S&P 500 ended the week at another all-time with the Dow close behind. While small caps lag their big brothers and sisters even the Russell 2000 showed signs of life last week. Friday’s non-farm payrolls came in well better than the 89k expected especially considering the GM strike that […]
October
21
The biggest risk for stocks isn’t what you think
posted by David Nelson, CFA
By David Nelson, CFA CEO and Consumer Confidence are polar opposites while Brexit chaos continues. The House marches toward Impeachment and China drags their feet on meaningful trade reforms. Earnings estimates have been falling for a year and corporate debt vs income is approaching financial crisis levels. What could possibly go wrong? S&P 500 1 […]
September
02
Communication Breakdown
posted by David Nelson, CFA
Get Ready for Communication Breakdown Wednesday! – Wave of Fed Heads set to speak in St. Louis – $SPY $TLT #FED
August
19
Bonds in a Bubble
posted by David Nelson, CFA
By David Nelson, CFA CMT On the heels of an 800-point plunge in the DOW Wednesday, stocks regained their footing closing out the week on a positive note. Friday’s bounce helped us enjoy the weekend but not enough to wash away some of the negative headlines that hang over the market like a dark cloud. […]
August
05
Fighting the War on Two Fronts
posted by David Nelson, CFA
By David Nelson, CFA CMT Generals will tell you that fighting a war on two fronts is difficult at best and produces a unique set of challenges. Germany learned this lesson during World War I fighting the French, British and later American forces on the Western Front while confronting the Russians to the East. The […]
July
21
Wall of Worry is 21 Miles Wide
posted by David Nelson, CFA
By David Nelson, CFA CMT With tensions rising in the Middle East investors are increasingly focused on a waterway only 21 nautical miles wide halfway around the world. The Strait of Hormuz sits strategically between the Gulf of Oman and the Persian Gulf where most estimates point to 1/3 of the world’s sea-borne oil passing […]
