Tag Archives: Federal Reserve

March 12

Silicon Valley Bank – Did the Fed break it or was it broken already?

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By David Nelson, CFA The failure of Silicon Valley Bank has sent regulators and the Federal Reserve scrambling for answers on how and why this happened. In some ways little has changed since the dark days of the financial crisis. This was a bank pushing the envelope, growing at break neck speed and seemingly unafraid that rising […]

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September 26

Fed Keeps Moving the Goal Posts

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By David Nelson, CFA Investors understand markets are discounting mechanism that look to perceived future cash flows to price an asset today. It doesn’t matter what the asset is, stocks, bonds, real estate or even art. All are subject to the financial laws of nature. Art doesn’t generate income at least not until it is […]

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December 06

What’s Worse? – Omicron or the Fed

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And now something completely different. Work in progress for us here at Belpointe. We’re going to start sharing some of our commentary in video formats.

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November 30

Dow 30,000 – What could possibly go wrong?

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By David Nelson, CFA CMT Tuesday November 24th the Dow Jones Industrial Average closed above 30,000 for the first time. That’s a long way from its first close of 40.94 May 26, 1896. Today’s Dow looks a lot different than the original 12 companies. Even General Electric (GE) was kicked out of the index in […]

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March 16

The Fed goes all in

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By David Nelson, CFA CMT At 5PM EST Sunday, in response to the spread of the Coronavirus the Federal Reserve announced they were cutting the Fed Funds rate to 0.00% – 0.25%. To keep financial conditions from tightening the Fed cut 100 basis points. After the worst week for markets since the Financial Crisis the […]

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December 19

This week is all about the Fed

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David joins host Cheryl Casone at the start of the week to weigh in on the Fed  

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July 23

The only thing worse than an independent Fed

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By David Nelson, CFA After 18 months, in office no one should be surprised when President Trump takes to social media to weigh in on any number of taboo topics. He speaks in stream of consciousness weighing in on whatever is in his mind at the moment. The lack of editorial control has forced our […]

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September 25

Fed Trek – The Great Unwind

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By David Nelson, CFA [These are the voyages of the Federal Reserve. Its five-year mission: to unwind a massive balance sheet, to seek out inflation and low unemployment, to boldly go where no man has gone before.] There was no shortage of news last week as the S&P 500 closed at another all-time high. Kim […]

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September 19

Fed Decision on Deck

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Less than 50% of economists are expecting another hike this year. David says the focus of the September meeting will be the $4.5 Balance sheet.      

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October 24

The U.S. Dollar – Public Enemy #1

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By David Nelson, CFA A myriad of factors seem to be colliding forcing some of the world’s top strategists to the sidelines. The approaching election, a confused Fed and stretched valuations weigh on sentiment as the markets here continue to churn forcing investors to bounce from one sector to the next searching for the Holy […]

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