Tag Archives: Energy

May 31

Recession Obsession

By David Nelson, CFA U.S. markets put in their first up week in nearly 2 months. After coming dangerously close to the traditional bear market, down 20% the S&P struggled for a few days and then exploded higher. Nothing changes sentiment like price. We’ll see in the weeks ahead if sentiment readings from AAII improve. (Click on charts to […]

May 23

It’s worse than we thought!

By David Nelson, CFA The debate over peak inflation and whether it’s arrived or still lies in front of us really doesn’t matter anymore. Whatever metric you’re using, retail giants Target (TGT) and Walmart (WMT) along with a host of other retailers have confirmed our worst fears. It’s worse than we thought (Click on charts […]

February 25

Geopolitical Reset

David joins the BNN news team to weigh in on the geopolitical end game for Putin

January 27

Unforced Error

David joins Fox Business anchor Maria Bartiromo to discuss the administrations pivot to OPEC

January 24

No Man’s Land – How Far Could Stocks Fall?

By David Nelson, CFA CMT There are no easy answers as to why markets fell apart last week. All the usual suspects had a hand in the carnage. A Fed increasingly behind the curve, inflation expectations rising, a news cycle that gets more frightening by the day and the growing realization that there is payback for […]

January 19

Under Pressure

David joins Fox Business host Charles Payne to discuss the rough start to the earning’s season.

June 21

Iceberg Dead Ahead!

By David Nelson, CFA CMT The iceberg barely visible in my post from last week came into full view following Wednesday’s FOMC decision and the release that followed. If the analyst notes post the decision are any indication it seems Jay Powell and company caught the street by surprise. While the overall hit to the […]

April 09

Low Bar Set for Earnings

David weighs in on the coming earnings season and off-shore market risks

November 21

Interview at TheStreet – Why Energy?

Click here for David’s interview at TheStreet TV with host Scott Gamm. David discusses some of the challenges investors face as we close out 2017.

March 02

U.S. Market at Record Highs But Trouble is Brewing in Europe

By David Nelson, CFA Right out of the gate stocks marched higher this month picking up where January left off. The broadcast and print media both point to the animal spirits unleashed following the election and to be fair some of the rhetoric is true. However, when you dig deep that’s not the entire story. […]