Tag Archives: IWM

October 05

Is Market Cap Becoming a Liability?

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

June 01

Asset Class War – Part II

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 […]

May 26

Asset Class War!

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 […]

March 23

Canaries in the Coal Mine

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 […]

November 03

The Glass is Half ?

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 […]

October 16

Is the Small Cap Trade for Real? – CNBC

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.  

September 23

S&P 500 – The Only Game In Town

By David Nelson, CFA Yesterday’s selloff really started the night before with comments from China’s Finance minister saying that despite weakening economic indicators there would be no policy changes. In other words China was willing to live with less growth. At least for yesterday investors here weren’t willing and we saw selling across the board […]

July 21

Don’t Shoot the Messenger! – Fed Chair Yellen

By David Nelson, CFA A cloud of controversy seems to have swept up the media regarding Fed Chair Yellen’s Congressional testimony where she signaled out two sectors or asset classes that she believes are showing some signs of froth. “How dare her”; voices from the crowd yelled. The morning after echoed those of a lynch […]