Tag Archives: Economy

February 03

Is Big Tech Too Big!

David joins Fox Business host Maria Bartiromo along with Strategic Wealth Partners CEO Mark Tepper to weigh in on Big Tech earnings.

February 01

The Biggest Risk for the market isn’t the FED!

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?

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

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

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?

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

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

The Recession is coming. This is when markets should bottom. $spy #fed #recession

November 15

It’s not an Amazon Story

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

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?