April 05

Elon buys Twitter

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Elon Musk takes a 9% stake in Twitter

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April 04

We’re not in Kansas anymore

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By David Nelson, CFA Investors entered 2022 with several issues that needed to be resolved. The bubble in non-profitable technology stocks had already started to unwind and inflation was well on its way to becoming a problem not just for investors and the FOMC but for everyday Americans. Add a war breaking out in Ukraine that escalated […]

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March 29

What is the VIX telling us now?

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David joins Fox Business anchor Charles Payne along with Strategic Wealth Partners CEO Mark Tepper

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March 27

Energy policy needs to pivot quickly

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Energy policy needs to pivot quickly. David joins Bloomberg BNN host Jon Erlichman.

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March 27

Best offense is a good DEFENSE!

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Last time I looked every corner of the planet was geopolitical hotspot.

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March 21

Down 90%!

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By David Nelson, CFA CMT I don’t think there was a single data point on its own that sparked last week’s rally. Just enough stars aligned forcing a rush back into risk assets. In just 4 trading sessions close to half the year-to-date losses were erased. S&P 500 1 Year Data by FactSet Bulls taunted with “I told […]

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March 16

Ask me when we get to 75

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David joins Fox Business anchor Charles Payne along with Nancy Tengler and Jim Awad in front of a Fed meeting that will usher in the first rate hike since 2018.

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March 15

China Shutdown Hits Tech Shares

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David talks about sectors that are working in a challenged market

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March 14

When the COWZ come home!

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By David Nelson, CFA CMT War in Ukraine continues to take its toll on equity prices and with-it investor sentiment. The missile strike hitting a Ukrainian military base near Poland a NATO ally adds to those concerns. If the conflict were to breach the border even through miscalculation it could trigger article 5 potentially putting […]

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March 09

Even in the specter of war there is opportunity

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Last month we came within 100 S&P points of what I call fair value. Now we are trying to defend that support.

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