Tag Archives: Fed

April 15

Netflix vs Disney + Trump vs Powell

David weighs on on Netflix, Disney, Goldman and Citi and still has time to discuss the President’s battle with the Fed and Chair Powell

April 09

Low Bar Set for Earnings

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

March 27

Trouble with the curve + Boeing

March 21

China Blinks

David joins i24News anchor Michelle Makori to weigh in on the latest in trade negotiations as well as the Fed’s decision to leave rates unchanged.

March 18

ATLAS WILL SHRUG – The Fed can’t hold up stocks forever

By David Nelson, CFA, CMT Stocks have made a dramatic recovery since the Christmas Eve low. The recent price action pushing shares upĀ  close to 20% begs the question; is there enough fuel to extend the rally? Friday’s volume was well above normal and last week’s strong performance led by Technology comes on the heels […]

March 04

Knocking on Heaven’s Door

By David Nelson, CFA The chart says it all. You can’t get any closer to the resistance line of the S&P 500 without crossing it. For several days, stocks have been threatening to break into the promised land but to date have failed to cross the border. A successful breach doesn’t mean we’re off to […]

January 28

Post Shutdown Markets

David joins Fox Business anchor Cheryl Casone to discuss the market’s post shutdown reaction.

January 27

Heads I win, tails you lose

By David Nelson, CFA On the heels of a year most investors would like to forget the first Q4 earnings reports are in with some interesting observations. The most surprising data point this season is the following: Investors are rewarding both positive and negative earnings surprises with higher prices. FactSet data shows companies coming in […]

December 24

Worst Case! – This is where the market will bottom

By David Nelson, CFA For the bulls it was one of the worst weeks in a decade on the heels of a quarter and month bad enough to have market historians scrambling for comparisons. The Financial Crisis, the crash of 1987, the breakout of World War II and of course the Great Depression all come […]

December 20

Policy Mistake – i24News

There’s no other way to look at it. A year from now the Fed’s decision will be viewed as a Policy Mistake.