By David Nelson, CFA Bullet Points Today, I want to cover what I think is a rising threat to the health of the U.S. financial system. Let’s start off with the events of last Friday and what looked like a relief rally on the heels of weeks of losses. In the days prior, carnage was […]
Tag Archives: Debt Crisis
September
26
The Fed moved the goalposts – How to play and win
posted by David Nelson, CFA
By David Nelson, CFA We are coming into the last week of September and investors are facing some tough choices on how to position for the final quarter of 2023. On the heels of 3 weekly declines traders are bracing for a breakout in the VIX, (CBOE Volatility Index) forcing even lower prices or a […]
August
14
Why July 6th turned the market upside down – Charting a new course
posted by David Nelson, CFA
Outside of death and taxes, there are few absolutes in life. For investors the world can be just as narrow. Fear and greed are the only things we can count on.
May
23
Running On Empty – Why a debt deal could be bad news for stocks
posted by David Nelson, CFA
By David Nelson, CFA You’ve probably had this conversation with friends and family. It goes something like this. What happens to my 401k and other investments if Democrats and Republicans can’t come to a compromise over the debt ceiling? U.S. debt is a staggering 31.4 trillion and debt to GDP is at the highest levels […]
January
30
U.S. Debt Crisis – Is it time to use the nuclear option?
posted by David Nelson, CFA
By David Nelson, CFA They say the market climbs a wall of worry. I’ve been hearing that my whole career and for the most part, it’s true. In fact, it’s so true that when there’s nothing to worry about, it’s probably a good time to sell. Part of the job in running money is to […]
DAVID NELSON, CFA 