By David Nelson, CFA CMT Less than two weeks into 2020 investors have shrugged off the killing of Iranian Quds force commander Soleimani, a rocket attack on a U.S. installation, the accidental downing of a Boeing 737 in Iranian airspace not to mention a major news service saying the risk of nuclear war is growing. […]
Tag Archives: Economy
January
06
Another Brick in the Wall of Worry
posted by David Nelson, CFA
By David Nelson, CFA CMT We’re only 2 trading days into 2020 and already we have our first brick in the wall of worry. After the administration launched a lethal strike on Iranian Major General Qasem Soleimani commander of its Quds Force just about everything else in the news cycle is taking a back seat. […]
January
05
New Year’s Eve look at 2020
posted by David Nelson, CFA
Where to invest in 2020. New Year’s Eve with Fox Business anchor Charles Payne and Divine Capital Markets head Dani Divine.
January
02
Market MVP Award goes to…
posted by David Nelson, CFA
By David Nelson, CFA CMT There’s no other way to put it. 2019 was an extraordinary year some even calling it the GOAT. Sentiment heading into 2020 is a near polar opposite from this time last year. We kicked off 2019 adding to a Christmas eve rally but the sentiment was anything but jubilant. Coming on […]
December
21
Peter Lynch – “The key to making money in stocks is…”
posted by David Nelson, CFA
Peter Lynch was my first Wall Street Hero. Devoured One up on Wall Street when I first got into the biz. Flattered to join Deidre Bolton on set to discuss the legend.
December
21
Facebook vs the New York Times
posted by David Nelson, CFA
David and the panel discuss the Facebook’s decision to not fact check political ads.
December
21
Help! – I need a fashion consultant – PG&E
posted by David Nelson, CFA
The topic is the devastating fires in California and the aftermath but given the Facebook outrage it seems my shoes became the story.
December
21
Take on the Debate – Economy for Billionaires
posted by David Nelson, CFA
Weighing in on Democratic Debate in Los Angeles.
December
09
Recession Obsession
posted by David Nelson, CFA
3 Stocks to Recession Proof Your Portfolio – Motley Fool Gazing into the Recession Crystal Ball – Reuters Goldman says private equity clients see a recession – Business Insider The Next Recession May Come by Stealth – Forbes By David Nelson, CFA The headlines above were just what you’d expect last December when stocks were […]
December
02
2020 – The Road Ahead
posted by David Nelson, CFA
By David Nelson, CFA CMT After a very strong 2019 and 2020 just around the corner investors want to know if there’s enough fuel for the next leg of the journey. At the tail end of last year investor fear was fueled by a Fed seemingly on automatic pilot determined to normalize rates regardless of […]
