By David Nelson, CFA Ukraine – The fight for survival and the horrors of a conflict half a world away hasn’t been lost on equity markets. Stocks were challenged even before the invasion as the Fed was preparing to launch an aggressive policy of raising rates while at the same time reducing a massive balance sheet. […]
Category Archives: Politics
The Cost of Freedom
posted by David Nelson, CFA
By David Nelson, CFA CMT Half a world away freedom is dying tonight. Ukraine citizens represent what America used to be more than a half century ago. I guess the reckless shelling of the Zaporizhzhia nuclear power plant in Lviv was my breaking point forcing me into a Network Character Howard Beale moment screaming “I’m […]
Investors brace for a correction
posted by David Nelson, CFA
By David Nelson, CFA CMT Monday looks to open the same way Friday closed, only worse. Fear, confusion combined with valuations in the upper quadrant create a toxic cocktail. Its true stocks don’t live in a vacuum and compared to U.S. treasuries are the better asset class. However, fear authorities are losing their grip on […]
Around the world in 69 seconds
posted by David Nelson, CFA
Soundbites from the week focused on Iowa and the coronavirus
Around the world in 72 seconds
posted by David Nelson, CFA
Media highlights from a news cycle consumed with the coronavirus
Closing out the week at the NYSE
posted by David Nelson, CFA
On the floor with Cheddar hosts Brad Smith and Hope King.
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 […]
Facebook vs the New York Times
posted by David Nelson, CFA
David and the panel discuss the Facebook’s decision to not fact check political ads.
Take on the Debate – Economy for Billionaires
posted by David Nelson, CFA
Weighing in on Democratic Debate in Los Angeles.
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, […]