Tag Archives: Economy

May 23

Running On Empty – Why a debt deal could be bad news for stocks

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 […]

May 08

When is the best time to get out of mega cap stocks? Asking for a friend.

By David Nelson, CFA CMT Did anything change last week? Not really. It was a modestly downbeat week with the exception of Friday’s monster rally on the heels of a solid quarter from Apple (AAPL). The stock sits just shy of the August 2022 high and only modestly below all-time highs set in 2021. Bloomberg Data  […]

April 24

Size Matters

By David Nelson, CFA CMT Earnings are about to get real as some of the largest companies on the planet are set to report. It’s time for these Mega Cap giants to live up to their safe-haven image buoyed by fortress like balance sheets and secular growth trends that should protect them in times of […]

April 20

Canary in the coal mine

April 04

Wall Street Wars: Biden, Trump and Seinfeld Take Center Stage

By David Nelson & ChatGPT Fade in applause Jerry on stage JERRY What’s the deal with March Madness in the stock market? I mean, one minute we’re cruising down the highway and the next minute we hit a pothole the size of Texas. And what do we do when we hit that pothole? We start […]

March 20

Shotgun Marriage – UBS Credit Suisse

By David Nelson, CFA CMT Swiss authorities had considered a full nationalization of Credit Suisse Group but it looks like UBS has agreed to an acquisition of the troubled institution at just over $3 billion. Unknown how forceful the persuasive argument was from Swiss authorities but it looks like they will shower UBS with enough […]

March 20

What’s driving the surge in tech shares?

By David Nelson, CFA CMT Investors are questioning the rush into mega cap tech at the height of a banking crisis that has rippled through markets in the last two weeks. I think CNBC’s Josh Brown said it accurately. Investors today view many of these large digital companies as consumer staples. It’s hard to deny that […]

February 27

The Fed needs to tame the inflation beast

Click on picture for video. Sat down with TD Ameritrade host Oliver Renick to weigh in on the Fed and stocks reporting tonight and in the morning.

February 27

Recession – The Fed says “it’s different this time”

By David Nelson, CFA Markets have always climbed a wall of worry and this year is no exception. High on the list of investor concerns is inflation data that may not be falling fast enough for many officials in the FOMC. There’s a reason why they say the Fed keeps hiking until something breaks. All to […]

February 21

This chart shows why stock futures are down this morning

By David Nelson, CFA Last week’s modest pull back in U.S. stocks was surprising given the current headwinds and challenges for risk assets. 2-year treasury yields are the highest since last November. Short duration fixed income and cash instruments are offering a competitive alternative to stocks. This morning futures reflect that reality with most markets […]