Tag Archives: Economy

December 06

What’s Worse? – Omicron or the Fed

And now something completely different. Work in progress for us here at Belpointe. We’re going to start sharing some of our commentary in video formats.

December 01

Powell Omicron 1-2 Punch

David joins Fox Business anchor Charles Payne and Mark Tepper Strategic Wealth Partners CEO to discuss the latest Powell testimony and market reaction.

November 29

Omicron – Variant of Investor Concern

By David Nelson, CFA CMT Without warning COVID jumped to the top of the news cycle Friday sparking a global market meltdown.  The World Health Organization (WHO) labeled Omicron – A Variant of Concern. It was certainly a variant of investor concern as traders rushed to the exit even before much is known about the latest […]

November 15

Markets 2022 – Flat is the new up

By David Nelson, CFA CMT As 2021 draws to a close it’s easy to identify the catalysts and factors that drove equity performance. It gets a little harder for strategists charting a course forward especially with data shifting dramatically month to month and a news cycle that presents us with a new set of challenges […]

October 20

The New Cold War!

Taiwan is likely lost already. The political appetite to defend doesn’t exist. The good news is we are starting to bring supply chains home.

October 18

PPI vs CPI – Why it matters!

By David Nelson, CFA In the face of rising investor concern on a range of issues stocks put in a strong week adding to month to date gains. The pivotal moment came Thursday with the S&P delivering its strongest day in months up +1.7%. Add Friday’s monster earnings beat from Goldman (GS) and the glass […]

October 13

Wall Street Loves it, I HATE it!

Easiest way for a CEO to hit an earnings per share target and get their bonus is a stock buyback.

October 13

Investors will know what to do

Washington needs to get their act together. David joins anchor Charles Payne to weigh in on recent market volatility.

October 06

Turnaround Tuesday

October 04

Wipeout!

By David Nelson, CFA CMT September all but wiped out the strong start to Q3 with both the Dow and NASDAQ ending the quarter in the red leaving only the S&P 500 fractionally in the green up just +0.58%. There was no shortage of suspects to blame. Rising yields, a coming taper, Delta, China, inflation, […]