Tag Archives: AMZN

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 […]

March 21

Down 90%!

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 […]

February 22

Bleed Out!

By David Nelson, CFA CMT With 190k Russian troops poised to cross the Ukrainian border ready to launch the largest battle since World War II investors seem desperate for positive news that all out war can be avoided. Headlines suggesting Biden and Putin had agreed to a summit followed by Russia recognizing breakaway regions of the Ukraine speaks […]

June 24

David’s Pricing Power Stocks

David joins Fox Business anchor Charles Payne to discuss stocks with pricing power.

May 01

David Nelson talks Amazon and Markets

David joins TD Ameritrade host Oliver Renick to weigh in on the Amazon and markets. Click Here for video.

August 19

Market Economy Disconnect

David joins CNBC anchor Dominic Chu – David weighs in on Jim Cramer’s Mad Money comments on the market economy disconnect

July 30

Step 3 in the fight to save capitalism

By David Nelson, CFA The final chapter in a series to help save the greatest economic engine the world has ever known takes us to the heart of the problem, Washington DC. Step 3 – Trash the Tax Code I don’t care which side of the political aisle you live on the marginal tax rate is the […]

June 03

Asset Class War – The Movie

David joins Fox Business anchor Charles Payne and Bank of New York Chief Strategist to weigh in on the economy and markets. David says you don’t have to sell Amazon $AMZN but…

February 03

Coronavirus and the Black Swan

By David Nelson, CFA CMT The coronavirus has its first kill outside of China. The victim who traveled from Wuhan China the center of the deadly outbreak, was hospitalized last week in the Philippines and died after a sudden turn for the worse this weekend. As the number of patients infected by the coronavirus mounts, countries […]

July 28

Biggest Risk for Big Tech…

David joins Fox Business anchor Charles Payne to talk Big Tech