By David Nelson, CFA CMT As 2023 comes to a close, it is time for a raw, no-holds-barred reflection on the investment battlefield. We run the year through our heads and ask ourselves what we could have done different, better, or maybe what we shouldn’t have done at all. Let’s be honest. We spent too […]
Category Archives: Investment Management
November
20
Buying into Big Tech: Strategic or are we now the Greater Fool
posted by David Nelson, CFA
By David Nelson, CFA CMT Bad news is good news. Good news is bad news. That’s been the guiding light for investors the last 22 months. It wasn’t the only focus, but it was certainly the force behind most decision making. God forbid the economy, or the consumer were strong. That would mean only one thing. […]
October
10
Has the U.S. financial system passed the point of no return
posted by David Nelson, CFA
By David Nelson, CFA Bullet Points Today, I want to cover what I think is a rising threat to the health of the U.S. financial system. Let’s start off with the events of last Friday and what looked like a relief rally on the heels of weeks of losses. In the days prior, carnage was […]
September
26
The Fed moved the goalposts – How to play and win
posted by David Nelson, CFA
By David Nelson, CFA We are coming into the last week of September and investors are facing some tough choices on how to position for the final quarter of 2023. On the heels of 3 weekly declines traders are bracing for a breakout in the VIX, (CBOE Volatility Index) forcing even lower prices or a […]
September
12
From Bretton Woods to BRICS+: Will the $US remain the reserve currency?
posted by David Nelson, CFA
By David Nelson, CFA Markets always climb a wall of worry, and this market is no different. Investors are still trying to swallow 11 rate hikes from a born-again Federal Reserve, as well as increasingly pessimistic news out of the second largest economy on the planet, China. A rising dollar hits U.S. multinationals, the yield curve […]
August
31
Time to get “Real” about the coming recession
posted by David Nelson, CFA
By David Nelson, CFA Traveler’s usually follow in the footsteps of those who have successfully navigated the journey before them. Even Dorothy along with a few friends and her trusty dog Toto had the Yellow Brick Road. Investors are no different. We stick to the path as long as we can but have to be prepared […]
August
14
Why July 6th turned the market upside down – Charting a new course
posted by David Nelson, CFA
Outside of death and taxes, there are few absolutes in life. For investors the world can be just as narrow. Fear and greed are the only things we can count on.
August
07
Confessions of a Money Runner
posted by David Nelson, CFA
I try to spend some part of my weekend in reflection. I ask the tough questions. What did I do right and what did I get wrong. If I’m honest with myself I can usually identify the problems. The next part is important. Do Something About It!
July
31
Every Bull Market has an Achilles Heel
posted by David Nelson, CFA
By David Nelson, CFA CMT This is what most investors see when they look at a chart of U.S. stocks. Bloomberg Data This is what I see. Bloomberg Data Stocks are just 5% from an all-time high and a ball spiking end zone dance. The sentiment has turned bullish but making it across that goal line […]
July
24
Magnificent 7 earnings on deck, what you need to know
posted by David Nelson, CFA
By David Nelson, CFA I get it. I look like I just came in from off the street. It’s Sunday morning, the crew is out, and I have to bang out this report before I can get some sleep. The next two weeks will go a long way in shaping investor sentiment for the remaining dog days […]
DAVID NELSON, CFA 