January 30

U.S. Debt Crisis – Is it time to use the nuclear option?

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By David Nelson, CFA They say the market climbs a wall of worry. I’ve been hearing that my whole career and for the most part, it’s true. In fact, it’s so true that when there’s nothing to worry about, it’s probably a good time to sell. Part of the job in running money is to […]

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January 17

2023 Predictions – Hero to Zero in a New York Minute

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By David Nelson, CFA CMT Everyone loves predictions. Sports, politics, markets, even chess, it doesn’t matter. If it can produce a winner or loser someone is going to make a prediction and even more will risk dollars betting on the outcome. You can go from Hero to Zero in a New York Minute if you […]

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January 03

Operational Risk Management 2023 – Portfolio Go No Go Checklist!

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By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. It’s an imperative before launching any mission and commonly used by pilots in making go no go decisions. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of […]

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December 28

Looking to 2023

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David joins Fox Business anchor Cheryl Casone to discuss the look ahead to next year.

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December 23

Jay Powell wants you to lose your job

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David joins Fox Business anchor Maria Bartiromo and Strategic Wealth Partners CEO Mark Tepper to weigh in on housing and the economy.

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December 19

2023 – What could spark a rally in stocks

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The consensus view is that the market is looking at least another full quarter of pain. What would it take to turn that thesis upside down. $SPY $TLT $GLD $DXY

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December 05

If jobs are hot why do I see a recession on the horizon?

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By David Nelson, CFA CMT This is what we do. Month after month week after week. Traders, fund managers, advisors and even you at home. We wade through a mountain of economic data looking for clues as to just how good or bad the economy and some of the companies we follow are doing. Why, […]

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November 28

Nothing Changes Market Sentiment Like Price

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By David Nelson, CFA Investors have a myopic focus on U.S. stocks sometimes to the exclusion of most other asset classes. The stock centric thinking becomes even more pronounced when the conversation shifts to the mega cap community including Apple, Microsoft, Alphabet and Amazon. Tech has dominated investor sentiment for the better part of a decade. […]

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November 21

The $1,000,000,000 Question

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The Recession is coming. This is when markets should bottom. $spy #fed #recession

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November 15

It’s not an Amazon Story

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David joins TD Ameritrade Network Nicole Petallides to discuss Amazon’s announcement of a 10,000 reduction in headcount.

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