Tag Archives: Fed

March 01

Powell Hints 4 Hikes – I Say 3 – Here’s Why

By David Nelson, CFA In a stunning comeback after more than a year of hibernation volatility returned to markets as February ended a 10 month winning streak reminding investors stocks don’t move in just one direction. There’s a lot of data we can point to as the catalyst but #1 with a bullet has to […]

February 20

I’m paid to worry – Walmart and rates weigh on the market

David joins Fox Business anchor Trish Regan to discuss the market’s reaction to Walmart earnings and rates moving higher

February 13

Stocks Turn Positive in Late Day Trading

David joins Fox Business anchor Trish Regan just as stocks go green on the day.

January 01

The Biggest Risk for 2018 – China!

By David Nelson, CFA Coming into 2017 I doubt many including yours truly thought the Dow would end the year close to 25,000. The good news wasn’t restricted to just the America’s as most of the developed world delivered strong returns as well. Even emerging markets after a near decade long slump knocked it out […]

December 28

2018 – Making predictions is a dangerous game

David joins Fox Business anchor Lauren Simonnetti to discuss opportunities and risk as we head into 2018

June 17

Weekly Highlight Reel – Fed Aftermath & Uber

David hits the airwaves to discuss the market’s reaction to the Fed rate hike along with a management shakeup at Uber.  

May 30

Bonds Aren’t Following the Bull Market Script

By David Nelson, CFA With equity markets (SPY) at all-time highs investors are searching for any signal that could give them an advance warning to pull the rip cord. Even in the face of a paralyzed Washington traders have stepped in to buy each and every dip. Tax reform and other market friendly initiatives have […]

April 17

Forget North Korea – Something even more sinister is lurking in the shadows

By David Nelson, CFA The usual suspects’ valuation and politics both played a role in last week’s market decline. However, it’s safe to say rumors of another nuclear test on the Korean peninsula forced traders to the exit as the S&P 500 (SPY) closed at the lows of the day, week and month heading into […]

April 10

Market Assassins

By David Nelson, CFA Investor concern has been rising and reflected in the sideways price action over the last several weeks. We’ve rounded up the usual suspects including valuation, politics, military action and the Fed as potential assassins to a bull market now entering its 9th year. Before we break out the cyanide capsules it’s […]

April 08

The $4.5 Trillion Dollar Problem

David comments on the FOMC minutes in back to back interviews for CNBC and i24 News.