Tag Archives: IWM

July 22

All eyes on the 10 Year

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Stock investors are looking at bond yields.

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June 14

It’s hard to see the iceberg in calm waters

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By David Nelson, CFA CMT Searching for the next catalyst the S&P 500 drifted higher last week. The surprise had to be 10-year yields hitting the lowest level in 3 months on the heels of another hot inflation signal from Wednesday’s CPI numbers. It begs the question what do bond investors see that equity investors […]

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January 05

2021 – Day 1

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Click here for video David joins TD Ameritrade Network anchor Oliver Resnick to weigh in on the first day of trading for 2021.

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December 07

Small Cap Rally Has Started – Maybe it never stopped

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By David Nelson, CFA CMT After years of taking a back seat to large cap secular growth small caps have suddenly exploded higher catching the eye of investors. Caught off guard hiding in the safety of large companies with bigger and stronger balance sheets professional and retail investors are being forced to rethink portfolio alignment […]

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October 05

Is Market Cap Becoming a Liability?

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SPY vs IWM vs RSP – Investors are desperate for some new blood to do the heavy lifting

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June 01

Asset Class War – Part II

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By David Nelson, CFA CMT The themes behind last week’s article discussing Asset Class Warfare continued to play out with massive shifts taking place in equity markets. Out of the gate last Tuesday Mid-Caps, (MDY), Small Caps (IWM) and Large Cap Value (IVE) exploded higher following the holiday weekend. Large Cap Secular Growth (IVW) had trouble staying green on the […]

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May 26

Asset Class War!

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By David Nelson, CFA CMT Over the holiday weekend the United States crossed 100,000 fatalities connected to COVID-19. We can and should debate every aspect of the response including actions taken by the federal reserve. What isn’t up for debate is the economic damage and unintended consequences of shutting down the economy. Historians will judge […]

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March 23

Canaries in the Coal Mine

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By David Nelson, CFA “The canary in the coal mine is always the first to go.” For more than a century miners carried them in small cages deep into the mine as an early warning detection system for poisonous gas or carbon dioxide. The first sign of distress in the cage sent the men back […]

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November 03

The Glass is Half ?

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By David Nelson, CFA Alpha Select – October 2014 Update *Alpha Select – September +0.18%  YTD +11.17% **S&P 500 – September +2.32% YTD +10.71% * Net of Fees ** Includes Dividends October tends to be a nervous period for investors. Anyone who’s been in the business long enough still remembers Black Monday in 1987 when […]

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October 16

Is the Small Cap Trade for Real? – CNBC

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Everyone is piling into the Small Cap vs Large Cap spread trade because of the huge underperformance this year. A look at a long term chart tells a different story.  

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