By David Nelson, CFA CMT The administration, the press and some leading economists are having trouble with the term recession and its definition. So much so that it’s sparked a raging political debate with each side accusing the other of misleading the American people. It doesn’t matter what talking heads including yours truly think. The American people […]
Tag Archives: aapl
May
09
Ground Zero
posted by David Nelson, CFA
By David Nelson, CFA Ground Zero – the point on the earth’s surface directly above or below an exploding nuclear bomb. 2022 has forced investors to rethink popular mega cap growth strategies that have dominated investor returns for most of the last 12 years. Of course, its outperformance coincides with a Federal Reserve quantitative easing […]
March
29
What is the VIX telling us now?
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne along with Strategic Wealth Partners CEO Mark Tepper
January
26
The Fed Put Is Deep and Out of the Money
posted by David Nelson, CFA
Until last night guidance has been dreadful. Fed won’t blink this time. $MSFT $AAPL $TSLA #FED
October
13
Wall Street Loves it, I HATE it!
posted by David Nelson, CFA
Easiest way for a CEO to hit an earnings per share target and get their bonus is a stock buyback.
August
02
Dr. Fauci – It’s time to go
posted by David Nelson, CFA
By David Nelson, CFA CMT A return of Covid restrictions and the inevitable reduction in economic activity is still the biggest risk investors face and in part likely explains some recent behavior in fixed income markets. As the Wall Street Journal points out virus cases are on the rise especially in parts of the country where […]
July
07
DIDI Diaster
posted by David Nelson, CFA
Fox Business anchor Charles Payne, Mitch Roschelle weigh in on the DIDI Diaster
July
06
Growth Mirage
posted by David Nelson, CFA
By David Nelson, CFA CMT With the first half of the year in the rear-view mirror I thought it would be a good time to share some conversations taking place on the Belpointe Trade Desk. You can’t buyback your way to growth Source FactSet Last week United Asset’s Tom Healy and Matt DeLorenzo were guests […]
June
24
David’s Pricing Power Stocks
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne to discuss stocks with pricing power.
DAVID NELSON, CFA 