January 04

2020 – The Last Mile

By David Nelson, CFA CMT Facing the second Black Swan event in 12 years the pandemic of 2020 pushed investors to fear more than just the loss of money. Jobs are a casualty of any economic downturn, but the pandemic of 2020 also robbed our way of life and tragically for some, their lives. Bear […]

December 27


By David Nelson, CFA CMTWith a government shutdown approaching DC politics continue to be a quagmire of pork and special interests. A dysfunctional Washington is hardly surprising but the 5,593 page $900 Billion Covid-19 Relief Bill probably hits a new low. The bi-partisan package was of course tied to a $1.4 Trillion government funding bill […]

December 23

EV to TV – Apple wants to be a player

David joins Fox Business anchor Charles Payne to discuss Apple’s entry into the EV space

December 13

S.N.A.F.U. – The Movie

Click Here for Video David joins Yahoo Finance anchor Alexis Christoforous to weigh in on the latest setback in Washington.

December 09

FAANG is not the risk on trade anymore

Click HERE for video

December 07

Small Cap Rally Has Started – Maybe it never stopped

By David Nelson, CFA CMT After years of taking a back seat to large cap secular growth small caps have suddenly exploded higher catching the eye of investors. Caught off guard hiding in the safety of large companies with bigger and stronger balance sheets professional and retail investors are being forced to rethink portfolio alignment […]

December 03

Lawmakers look to make progress on stimulus bill

Click here for video David joins Cheddar anchor Brad Smith to weigh in on the battle in Congress over a stimulus package.

December 03

China will test Biden early

China remains an adversary in every sense and will likely test the incoming President early in the first term

December 03

The Stimulus Battle

David joins Fox Business host Maria Bartiromo and Keith Fitz-Gerald to weigh in on the the Congressional battle surrounding a stimulus package.

November 30

Dow 30,000 – What could possibly go wrong?

By David Nelson, CFA CMT Tuesday November 24th the Dow Jones Industrial Average closed above 30,000 for the first time. That’s a long way from its first close of 40.94 May 26, 1896. Today’s Dow looks a lot different than the original 12 companies. Even General Electric (GE) was kicked out of the index in […]