Tag Archives: Fed

October 07

The Thrill of Victory Meets the Agony of Defeat

By David Nelson, CFA Trade and rising interest rates top the list of investor concerns as we kick off the earnings season. Banks take center stage Friday as JPMorgan (JPM), Citigroup (C ) and Wells Fargo (WFC) all report. Last week-long rates breaking to the highest levels since 2011 set the stage for a marked […]

October 04

10 year rates hit highest level since 2011

David joins CNBC anchor Brian Sullivan to discuss rates breaking out to multi-year high. Good news or bad news?

September 28

From Washington to Wall Street – Kavanaugh Fed & Markets

Early morning Thursday post the Fed decision with the Kavanaugh hearing on deck

September 26

The train has left the station

Today’s #FED decision and the my take on the new $XLC etf

May 17

The Elephant in the Room – The Movie

Covered a lot of ground this morning from BNN anchor Jon Ehrlichaman. Markets, trade, valuation and where I’ve placed my bets. Click Here for video

May 13

The Elephant in the Room

By David Nelson, CFA With earnings in the rear-view mirror what will be the next catalyst to drive returns? Last week’s performance was the best since March and for you stock chart jockeys a breakout above the descending trend line drawn from the highs of January. All in, the earnings season was about as good […]

April 27

Can stocks survive a 3% 10-Year

David joins Fox Business anchor Geri Lewis to weigh in on the Fed and Main Street Economy  

March 20

Next catalyst for markets is the Fed

David joins Fox Business anchor Charles Payne to discuss the market sell off on the heels of a bad news day for Facebook and an upcoming Fed meeting.

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