By David Nelson, CFA CMT As 2023 comes to a close, it is time for a raw, no-holds-barred reflection on the investment battlefield. We run the year through our heads and ask ourselves what we could have done different, better, or maybe what we shouldn’t have done at all. Let’s be honest. We spent too […]
Tag Archives: Federal Reserve
March
12
Silicon Valley Bank – Did the Fed break it or was it broken already?
posted by David Nelson, CFA
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 […]
September
26
Fed Keeps Moving the Goal Posts
posted by David Nelson, CFA
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 […]
December
06
What’s Worse? – Omicron or the Fed
posted by David Nelson, CFA
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.
November
30
Dow 30,000 – What could possibly go wrong?
posted by David Nelson, CFA
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 […]
March
16
The Fed goes all in
posted by David Nelson, CFA
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 […]
December
19
This week is all about the Fed
posted by David Nelson, CFA
David joins host Cheryl Casone at the start of the week to weigh in on the Fed
July
23
The only thing worse than an independent Fed
posted by David Nelson, CFA
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 […]
September
25
Fed Trek – The Great Unwind
posted by David Nelson, CFA
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 […]
September
19
Fed Decision on Deck
posted by David Nelson, CFA
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.
DAVID NELSON, CFA 