By David Nelson, CFA On the heels of a bruising month, markets around the world put in a strong week with some of the hardest hit in Asia leading the way. There were a number factors leading the rebound including a bounce from oversold levels, short covering and some confusion surrounding potential trade talks with […]
Category Archives: Investment Management
October
14
Market Meltdown – How we got here and the path out
posted by David Nelson, CFA
By David Nelson, CFA Wednesday at the NYSE started off like any other. A quiet overnight trading session in S&P futures revealed little about a rush to the exits only hours away. About 8AM on the heels of negative commentary from LVMH one of Europe’s leading luxury goods makers, action started to increase and by 12PM […]
October
07
The Thrill of Victory Meets the Agony of Defeat
posted by David Nelson, CFA
By David Nelson, CFA Trade and rising interest rates top the list of investor concerns as we kick off the earnings season. Banks take center stage Friday as JPMorgan (JPM), Citigroup (C ) and Wells Fargo (WFC) all report. Last week-long rates breaking to the highest levels since 2011 set the stage for a marked […]
September
24
The trend is your friend until it punches you in the mouth
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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 […]
