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 […]
Tag Archives: Growth vs. Value
July
09
Value Stocks are Killing Your Performance
posted by David Nelson, CFA
By David Nelson, CFA In a shortened holiday week U.S. large caps managed to put in their first positive performance in the last four despite the Friday launch of $34 Billion in tariffs on China with a reciprocal move by Beijing. The strongest performance came on Friday just hours after both sides pulled the trigger […]
April
03
CNBC Closing Bell – Warning Sign
posted by David Nelson, CFA
David talks to CNBC host Bill Griffeth on Growth vs. Value. “Maybe we pushed some stocks just a bit too far.”
DAVID NELSON, CFA 