David joins Fox Business host Maria Bartiromo along with Strategic Wealth Partners CEO Mark Tepper to weigh in on Big Tech earnings.
Tag Archives: Economy
February
01
The Biggest Risk for the market isn’t the FED!
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne to weigh in on the markets and today’s FOMC decision.
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 […]
January
17
2023 Predictions – Hero to Zero in a New York Minute
posted by David Nelson, CFA
By David Nelson, CFA CMT Everyone loves predictions. Sports, politics, markets, even chess, it doesn’t matter. If it can produce a winner or loser someone is going to make a prediction and even more will risk dollars betting on the outcome. You can go from Hero to Zero in a New York Minute if you […]
December
19
2023 – What could spark a rally in stocks
posted by David Nelson, CFA
The consensus view is that the market is looking at least another full quarter of pain. What would it take to turn that thesis upside down. $SPY $TLT $GLD $DXY
December
05
If jobs are hot why do I see a recession on the horizon?
posted by David Nelson, CFA
By David Nelson, CFA CMT This is what we do. Month after month week after week. Traders, fund managers, advisors and even you at home. We wade through a mountain of economic data looking for clues as to just how good or bad the economy and some of the companies we follow are doing. Why, […]
November
28
Nothing Changes Market Sentiment Like Price
posted by David Nelson, CFA
By David Nelson, CFA Investors have a myopic focus on U.S. stocks sometimes to the exclusion of most other asset classes. The stock centric thinking becomes even more pronounced when the conversation shifts to the mega cap community including Apple, Microsoft, Alphabet and Amazon. Tech has dominated investor sentiment for the better part of a decade. […]
November
21
The $1,000,000,000 Question
posted by David Nelson, CFA
The Recession is coming. This is when markets should bottom. $spy #fed #recession
November
15
It’s not an Amazon Story
posted by David Nelson, CFA
David joins TD Ameritrade Network Nicole Petallides to discuss Amazon’s announcement of a 10,000 reduction in headcount.
November
07
Nuclear Nightmare – How long before there’s a mistake
posted by David Nelson, CFA
Dr. Strangelove has nothing on what’s taking place in North Korea. How long before there’s a mistake that can’t be walked back?
DAVID NELSON, CFA 