Tag Archives: aapl

May 08

When is the best time to get out of mega cap stocks? Asking for a friend.

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  […]

April 24

Size Matters

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

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

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!

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?

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

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 […]

April 24

Rip Off the Band-Aid

March 29

What is the VIX telling us now?

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

Until last night guidance has been dreadful. Fed won’t blink this time. $MSFT $AAPL $TSLA #FED