Category Archives: Uncategorized

November 22

Durable Goods Orders – Big Miss

David discusses the big miss in Durable Goods Orders for October

November 22

2 events that could add 1000 points to the Dow

1000 point move in the #DJIA if either of two events happen

November 22

Self Inflicted Wound

David explains why the Fed may have gone too far

November 04

Are strong jobs enough

David joins Fox Business anchor Charles Payne to discuss the latest market action. Apple, the Fed all on deck.

October 29

The Elephant in the Room – Part II

Round up the usual suspects #trade #tariffs #China – but the Elephant in the room is still the #Fed $TLT $SPY

October 17

25 Years vs 25 Days

David sits down with Fox Business anchor Charles Payne and BMO Chief Strategist Brian Belski to discuss the markets and CEO decisions to pull out of the Saudi Investor Conference

September 28

Nike – Calculated move

Not a fan Nike or Kaepernick regarding the ad but I can read an income statement. This was a calculated move and I expect it to be very successful.

August 23

3,453 Days

July 29

It’s different this time?

By David Nelson, CFA Facebook’s (FB) blow up as well as Netflix (NFLX) earlier in the month has investors wondering just how much further we can push the growth trade.¬†Over the last decade the spread in performance between growth and value is off the charts. I’ve never seen it this wide in my career. (Close […]

July 15


By David Nelson, CFA In the face of an endless wave of BREAKING NEWS banner headlines, U.S. markets put in a strong week adding to July gains. Closing at levels near resistance, stocks are within ear shot of challenging the highs earlier this year. The threatened tariffs on an additional $200 Billion in Chinese imports […]