By David Nelson, CFA CMT Did anything change last week? Not really. It was a modestly downbeat week with the exception of Friday’s monster rally on the heels of a solid quarter from Apple (AAPL). The stock sits just shy of the August 2022 high and only modestly below all-time highs set in 2021. Bloomberg Data […]
Tag Archives: aapl
May
08
When is the best time to get out of mega cap stocks? Asking for a friend.
posted by David Nelson, CFA
April
24
Size Matters
posted by David Nelson, CFA
By David Nelson, CFA CMT Earnings are about to get real as some of the largest companies on the planet are set to report. It’s time for these Mega Cap giants to live up to their safe-haven image buoyed by fortress like balance sheets and secular growth trends that should protect them in times of […]
April
04
Wall Street Wars: Biden, Trump and Seinfeld Take Center Stage
posted by David Nelson, CFA
By David Nelson & ChatGPT Fade in applause Jerry on stage JERRY What’s the deal with March Madness in the stock market? I mean, one minute we’re cruising down the highway and the next minute we hit a pothole the size of Texas. And what do we do when we hit that pothole? We start […]
March
27
China U.S. Relations – There’s only one way this ends
posted by David Nelson, CFA
By David Nelson, CFA US-China relations are once again center stage, as a congressional hearing Thursday highlighted the deepening concern that China’s reach into our society isn’t only harmful but a threat to national security. Sitting before members of the House, TikTok CEO Shou Zi Chew was grilled for hours by both Republicans and Democrats attempting […]
February
03
Is Big Tech Too Big!
posted by David Nelson, CFA
David joins Fox Business host Maria Bartiromo along with Strategic Wealth Partners CEO Mark Tepper to weigh in on Big Tech earnings.
August
01
Are we in recession or not?
posted by David Nelson, CFA
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 […]
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
DAVID NELSON, CFA 