Category Archives: Investment Management

September 14

Situational Awareness

By David Nelson, CFA I’ve been a pilot for most of my adult life and I can tell you with some degree of certainty that situational awareness or recognizing your positioning and the threats around you is key not just to flying aircraft but almost anything that requires swift reaction times to changing data. Even […]

September 08

DOT.COM REDUX?

As a veteran of that war I can tell you… $SPY #dot.com $QQQ

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 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 13

Disney World Reopens

By David Nelson, CFA CMT In the face of rising daily infections throughout much of the U.S. last week was a strong one for risk assets. We continue to march forward with plans to reopen the economy, but the recent viral surge has called into question plans for Fortune 500 companies to get back to […]

July 02

2nd Half Playbook 2020

David joins CNBC anchor Brian Sullivan to weigh in on the upcoming jobs report.  

June 22

Is the recovery at risk?

By David Nelson, CFA CMT The market rally on the heels of a viral pandemic that brought the world to its knees has baffled some of the brightest financial minds on the planet. It’s true this is a liquidity driven recovery with fiscal and monetary policy pouring $Trillions into the both the economy and markets. However, […]

June 01

Asset Class War – Part II

By David Nelson, CFA CMT The themes behind last week’s article discussing Asset Class Warfare continued to play out with massive shifts taking place in equity markets. Out of the gate last Tuesday Mid-Caps, (MDY), Small Caps (IWM) and Large Cap Value (IVE) exploded higher following the holiday weekend. Large Cap Secular Growth (IVW) had trouble staying green on the […]

May 26

Asset Class War!

By David Nelson, CFA CMT Over the holiday weekend the United States crossed 100,000 fatalities connected to COVID-19. We can and should debate every aspect of the response including actions taken by the federal reserve. What isn’t up for debate is the economic damage and unintended consequences of shutting down the economy. Historians will judge […]