By David Nelson, CFA Investors have a myopic focus on U.S. stocks sometimes to the exclusion of most other asset classes. The stock centric thinking becomes even more pronounced when the conversation shifts to the mega cap community including Apple, Microsoft, Alphabet and Amazon. Tech has dominated investor sentiment for the better part of a decade. […]
Tag Archives: China
August
22
The Jackson Hole Zoo
posted by David Nelson, CFA
By David Nelson, CFA CMT Wall Street has always had a passion for animals. Throughout history market and monetary policy sentiment has been represented by all sorts of creatures including bulls, bears, doves, hawks and of course the dreaded black swan. This year the zoo animals have been particularly active. At the start of the […]
April
10
The China Syndrome
posted by David Nelson, CFA
By David Nelson, CFA Ukraine – The fight for survival and the horrors of a conflict half a world away hasn’t been lost on equity markets. Stocks were challenged even before the invasion as the Fed was preparing to launch an aggressive policy of raising rates while at the same time reducing a massive balance sheet. […]
March
15
China Shutdown Hits Tech Shares
posted by David Nelson, CFA
David talks about sectors that are working in a challenged market
March
04
The Cost of Freedom
posted by David Nelson, CFA
By David Nelson, CFA CMT Half a world away freedom is dying tonight. Ukraine citizens represent what America used to be more than a half century ago. I guess the reckless shelling of the Zaporizhzhia nuclear power plant in Lviv was my breaking point forcing me into a Network Character Howard Beale moment screaming “I’m […]
January
03
2022 KICKOFF!
posted by David Nelson, CFA
By David Nelson, CFA CMT 2021 surprised investors delivering a +28.7% return in the face of mounting global and domestic challenges. The more exposure you had to U.S. equity the better the performance. While the broad market provided a relatively smooth ride with low realized volatility, beneath the surface sector and style performance shifts were […]
December
12
China – At your own risk
posted by David Nelson, CFA
Dollars Speak – #China continues to be a threat in every sense of the word. #Dalio and #Fink are speaking from their wallets.
December
12
2022 – Big shift in positioning
posted by David Nelson, CFA
David joins Bloomberg Canada news team to discuss market outlook for next year.
November
01
What is China Exporting Now?
posted by David Nelson, CFA
By David Nelson, CFA CMT Wikipedia refers to Mao Zedong founding father of the People’s Republic of China as one of the most important individuals of the twentieth century. As chairman of the Chinese Communist Party, he established the PRC in 1949 leading a repressive regime where as many as 20 million died during the cultural […]
October
20
The New Cold War!
posted by David Nelson, CFA
Taiwan is likely lost already. The political appetite to defend doesn’t exist. The good news is we are starting to bring supply chains home.
DAVID NELSON, CFA 