June 21

Iceberg Dead Ahead!

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By David Nelson, CFA CMT The iceberg barely visible in my post from last week came into full view following Wednesday’s FOMC decision and the release that followed. If the analyst notes post the decision are any indication it seems Jay Powell and company caught the street by surprise. While the overall hit to the […]

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June 14

It’s hard to see the iceberg in calm waters

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By David Nelson, CFA CMT Searching for the next catalyst the S&P 500 drifted higher last week. The surprise had to be 10-year yields hitting the lowest level in 3 months on the heels of another hot inflation signal from Wednesday’s CPI numbers. It begs the question what do bond investors see that equity investors […]

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June 07

Act of War!

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David joins the Yahoo Finance News Desk to weigh in on Cyber Security

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June 07

State of the Market

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By David Nelson, CFA CMT All in Friday’s payroll numbers we’re just what was needed to offset the rising fear that the Fed was falling behind the curve. 559K was a little light and at that pace would take about 16 months for the 8 million still unemployed to return to work getting us back to […]

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May 26

Clock is Ticking

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David joins BNN Bloomberg News host John Ehrlichman to weigh in on the latest news driving markets.

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May 24

Tick Tock Tick Tock…

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By David Nelson, CFA CMT On Wednesday last the release of FOMC minutes confirmed what investors and markets already know. The Taper Clock has started and the countdown to an inevitable tightening of monetary policy has begun. The sentence ‘ a number of participants suggested if the economy continued to make rapid progress towards the Committee’s goals, […]

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May 20

Endless Frontier Act Needs Teeth

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David joins host Charles Payne to weigh in on the markets and the Endless Frontier Act coming up for a vote.

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May 17

Cracks in the Facade

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By David Nelson, CFA CMT Last week may have ended on a high note but visible cracks in the market façade weighed on investor sentiment. Inflation expectations took center stage as both headline CPI and PPI releases came in well above expectations prompting a modest flight from risk assets. Stocks recovered on both Thursday and […]

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May 11

Pain Trade

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David joins Fox Business anchor Charles Payne to weigh in on the recent weakness in the Nasdaq

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May 11

CYBER – The DarkSide

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DarkSide a super secret organization tries to paint themselves as some kind of digital age Robinhood. David weighs in. Click Here for video

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