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 […]
Tag Archives: Economy
May
08
When is the best time to get out of mega cap stocks? Asking for a friend.
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
04
Wall Street Wars: Biden, Trump and Seinfeld Take Center Stage
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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?
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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”
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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 […]
DAVID NELSON, CFA 