By David Nelson, CFA CMT As the vaccine rollout continues investors will start to look beyond the Covid recovery and start to ask themselves some tough questions. The usual suspects or rogue’s gallery of market worries includes high valuations, rising yields, high unemployment and of course my personal favorite a geopolitical backdrop that challenges U.S. […]
Tag Archives: COVID-19
January
05
2021 – Day 1
posted by David Nelson, CFA
Click here for video David joins TD Ameritrade Network anchor Oliver Resnick to weigh in on the first day of trading for 2021.
December
27
SHUTDOWN!
posted by David Nelson, CFA
By David Nelson, CFA CMTWith a government shutdown approaching DC politics continue to be a quagmire of pork and special interests. A dysfunctional Washington is hardly surprising but the 5,593 page $900 Billion Covid-19 Relief Bill probably hits a new low. The bi-partisan package was of course tied to a $1.4 Trillion government funding bill […]
December
07
Small Cap Rally Has Started – Maybe it never stopped
posted by David Nelson, CFA
By David Nelson, CFA CMT After years of taking a back seat to large cap secular growth small caps have suddenly exploded higher catching the eye of investors. Caught off guard hiding in the safety of large companies with bigger and stronger balance sheets professional and retail investors are being forced to rethink portfolio alignment […]
November
02
Red October
posted by David Nelson, CFA
In the long run stocks care about cash flow, earnings, dividends and revenue in that order.
October
02
President tests Positive for Covid – Market Reaction
posted by David Nelson, CFA
David joins Bloomberg anchor Jon Ehrlichman to discuss the President’s diagnosis and the market reaction.
September
28
Bizarro World
posted by David Nelson, CFA
Bad is good, up is down and the world is square. Lower earnings = higher stock prices, deficits better than surpluses and long term debt drives prosperity. $SPY $TLT
August
06
Apples and Elephants
posted by David Nelson, CFA
David joins the Yahoo Finance news team to discuss Apple’s run up to $2Trillion Market Cap
July
22
Markets react to the latest on COVID vaccine
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne
