Tag Archives: COVID-19

March 01

SPEED KILLS!

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. […]

January 05

2021 – Day 1

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!

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 09

FAANG is not the risk on trade anymore

Click HERE for video

December 07

Small Cap Rally Has Started – Maybe it never stopped

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

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

David joins Bloomberg anchor Jon Ehrlichman to discuss the President’s diagnosis and the market reaction.

September 28

Bizarro World

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

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

David joins Fox Business anchor Charles Payne