David joins Fox Business anchor Charles Payne to weigh in on the Great Rotation
November
10
Rational Exuberance
posted by David Nelson, CFA
Rational Exuberance – Coming into the week the spread between $QQQ and $RSP was 40% – Reversion to the mean is a powerful force
November
02
Red October
posted by David Nelson, CFA
In the long run stocks care about cash flow, earnings, dividends and revenue in that order.
October
26
Biggest risk for the market – It’s not what you think
posted by David Nelson, CFA
The truth rarely lives on the extremes. Unless we’re about to unwind hundreds of years of economic data and history, long term equity returns are driven by earnings, cash flow, dividends and revenue in that order
October
18
No Stimulus or Contested Election – Which do investors fear more?
posted by David Nelson, CFA
David weighs in on the markets, the economy and what to expect as we approach the election
October
14
Is Alphabet a monopoly?
posted by David Nelson, CFA
When companies become more powerful than government and the elected officials that watch over them, you can bet they will be broken up.
October
14
Ant Group IPO
posted by David Nelson, CFA
There are so many sub plots it’s hard to know where to start. There are even national security concerns
