Tag Archives: JPM

November 10

The Worm Has Turned

David sits down with CNBC’s Brian Sullivan to the battle between growth and value. Who’s winning the war?

October 21

The biggest risk for stocks isn’t what you think

By David Nelson, CFA CEO and Consumer Confidence are polar opposites while Brexit chaos continues. The House marches toward Impeachment and China drags their feet on meaningful trade reforms. Earnings estimates have been falling for a year and corporate debt vs income is approaching financial crisis levels. What could possibly go wrong? S&P 500 1 […]

April 14

China Xi and earnings kickoff – What happens next!

David joins Maria Bartiromo to weigh in on the earnings kickoff as well as what to expect from President Xi as the trade talks unfold.

April 08

Does China deserve “developing” nation status in the World Trade Organization?

David Nelson, CFA With the Chicago Board Options Exchange SPX Volatility Index (VIX) living above 20 for more than 2 months I think it’s safe to say the glory days of low volatility and a market that seemed to know only one direction up; are a memory. While the fundamental underpinnings of the economy are […]

January 24

JPM joins the list of companies who think the economy is improving

JPM, DIS & VZ join the list of companies raising wages. “You can’t take it back”

October 12

Set-up for Banks – NAFTA & more

Just before JPM and C released earnings. –

July 16

When Jamie Dimon talks, EVERYONE listens!

By David Nelson, CFA Banks kicked off the earning’s season Friday as JP Morgan (JPM) and Wells Fargo (WFC) reported 2nd quarter results. The headline beat from (JPM) came on the back of higher fees and lower credit costs but the shocker was a surprise lecture from CEO Jamie Dimon. Launching an all-out attack on […]

March 28

Looking Beyond the Trump Trade

David joins CNBC anchor Kelly Evans to discuss the so called Trump trade. Stocks mentioned include JPM, BAC and NUE.

February 19

I’m getting worried because I’m running out of things to worry about

By David Nelson, CFA “Markets climb a wall of worry.” It’s a phrase used to describe market rallies in the face of rising investor concern. Wall Street and the media have hundreds of these phrases to put into a few words complex interrelationships that ask the near impossible of investors. Make a binary decision based […]

February 13

Cheap oil is a curse and it’s about to get worse

For the last year Oil and Stocks have been joined at the hip. It took just a single tweet to push both oil and stocks higher. I’ll admit Jamie Dimon’s purchase of JPM shares helped quite a bit but the story begins and ends with oil. Cheap oil is a blessing when we pull up […]