By David Nelson, CFA Bullet Points Today, I want to cover what I think is a rising threat to the health of the U.S. financial system. Let’s start off with the events of last Friday and what looked like a relief rally on the heels of weeks of losses. In the days prior, carnage was […]
Tag Archives: Inflation
Time to get “Real” about the coming recession
posted by David Nelson, CFA
By David Nelson, CFA Traveler’s usually follow in the footsteps of those who have successfully navigated the journey before them. Even Dorothy along with a few friends and her trusty dog Toto had the Yellow Brick Road. Investors are no different. We stick to the path as long as we can but have to be prepared […]
When Is It a Good Idea to Make an All In Bet
posted by David Nelson, CFA
By David Nelson, CFA Going all-in. When do you make that bet? We see it in the movies all the time. Gamblers living on the edge push the chips to the center of the table confident there is no way they can lose. How does that scene play in the real world outside of a Hollywood […]
Shotgun Marriage – UBS Credit Suisse
posted by David Nelson, CFA
By David Nelson, CFA CMT Swiss authorities had considered a full nationalization of Credit Suisse Group but it looks like UBS has agreed to an acquisition of the troubled institution at just over $3 billion. Unknown how forceful the persuasive argument was from Swiss authorities but it looks like they will shower UBS with enough […]
The Fed needs to tame the inflation beast
posted by David Nelson, CFA
Click on picture for video. Sat down with TD Ameritrade host Oliver Renick to weigh in on the Fed and stocks reporting tonight and in the morning.
Recession – The Fed says “it’s different this time”
posted by David Nelson, CFA
By David Nelson, CFA Markets have always climbed a wall of worry and this year is no exception. High on the list of investor concerns is inflation data that may not be falling fast enough for many officials in the FOMC. There’s a reason why they say the Fed keeps hiking until something breaks. All to […]
2023 Predictions – Hero to Zero in a New York Minute
posted by David Nelson, CFA
By David Nelson, CFA CMT Everyone loves predictions. Sports, politics, markets, even chess, it doesn’t matter. If it can produce a winner or loser someone is going to make a prediction and even more will risk dollars betting on the outcome. You can go from Hero to Zero in a New York Minute if you […]