Tag Archives: David Nelson CFA

May 23

It’s worse than we thought!

By David Nelson, CFA The debate over peak inflation and whether it’s arrived or still lies in front of us really doesn’t matter anymore. Whatever metric you’re using, retail giants Target (TGT) and Walmart (WMT) along with a host of other retailers have confirmed our worst fears. It’s worse than we thought (Click on charts […]

May 16

The Money Runner: Talking Points Week 20

By David Nelson, CFA As we head into week 20 for 2022 there’s one question on every investor’s mind: Was Friday’s surge off the bottom the beginning of something sustainable or just a one day cease fire in a war that has wiped $7 Trillion in the S&P 500 alone? First, from a technical perspective nothing […]

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

April 20

JUST SHUT UP!

April 20

Just Shut Up – DO YOUR JOB!

April 18

Rethinking 60-40 the movie

David joins Bloomberg BNN anchor Jon Ehrlichman

April 18

Rethinking 60-40

By David Nelson, CFA CMT We came into 2022 with a set of market challenges investors knew would prove difficult.The Fed was already gearing up for an intense interest rate hiking cycle, the first since 2018. Add a frightening war in the Ukraine, a sociopath in Russia hell bent on turning the clock back 30 years […]

April 13

CPI – Highest in 40 years

CPI highest in 40 years. David joins Fox Business anchor Charles Payne to discuss.

April 10

The China Syndrome

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. […]