Category Archives: Investment Management

January 07

The WALL is Here

By David Nelson, CFA President Trump said the “Wall is Coming” but for investors it’s already here. The Wall of Worry always looms large and this time around there’s no shortage of data and or rhetoric to stoke those fears. Ending the first few days of 2019 in the green was two steps this side […]

January 01

2019 – Elephants in the Room

By David Nelson, CFA On the heels of a wild and very dangerous December investors are wondering if this is what we can expect in 2019 or is the worst over and we start rebuilding from here? The final trading days of the month gave investors some relief and while we welcome the rally, there’s […]

December 17

Who Blinked?

David Nelson, CFA While it’s only been about 2 months since the last market all-time high signs of stress have been building for the better part of the year. Admittedly the analysis gets a lot easier when you’re looking in the rear-view mirror but make no mistake, there’s been a series rolling corrections with both Wall […]

December 09

Elvis has left the building

David Nelson, CFA   Elvis fans know the phrase all too well. Hoping for an encore, many would linger long after the concert while announcers gave them the the bad news. Elvis has left the building. Crashing out of the arena Elvis would be whisked away into a fleet of limos with a police escort […]

November 26

Policy Mistake

By David Nelson, CFA Thanksgiving wasn’t enough to attract the bulls as the shortened holiday week saw additional selling setting up a retest of the October lows. There was no single catalyst but the continued selloff in oil was notable as crude touched the lowest levels in more than a year. Economists and portfolio managers […]

November 19

Did the Fed Blink?

2 Doves and a Hawk walk into a Bar… “The US does not live in a vacuum” $TLT $SPY $NVDA $AMAT

November 05

Stuck Between the Fed and a Hard Place

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 […]

October 14

Market Meltdown – How we got here and the path out

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

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

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.