Tag Archives: MSFT

June 24

How Big is Too Big?

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David joins Fox Business anchor Maria Bartiromo to weigh in on Microsoft joining the $2 Trillion Club

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May 17

Cracks in the Facade

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By David Nelson, CFA CMT Last week may have ended on a high note but visible cracks in the market façade weighed on investor sentiment. Inflation expectations took center stage as both headline CPI and PPI releases came in well above expectations prompting a modest flight from risk assets. Stocks recovered on both Thursday and […]

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August 19

Market Economy Disconnect

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David joins CNBC anchor Dominic Chu – David weighs in on Jim Cramer’s Mad Money comments on the market economy disconnect

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August 06

Microsoft to buy TikTok

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David weighs in on the forced sale of TikTok

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August 03

Top Heavy Market – Should Investors Be Concerned?

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By David Nelson, CFA CMT Last week capped off another powerful month for the broad indices setting up a potential challenge to the all-time S&P high set in February. Of course, the NASDAQ is already there in large part powered by the 5 largest companies (APPL, MSFT, AMZN, GOOGL & FB) that all hit highs […]

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June 03

Asset Class War – The Movie

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David joins Fox Business anchor Charles Payne and Bank of New York Chief Strategist to weigh in on the economy and markets. David says you don’t have to sell Amazon $AMZN but…

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April 29

Let’s be careful out there!

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By David Nelson, CFA CMT Despite all the noise about using their new found wealth to expand CAPEX Goldman data points to stock buybacks increasing by 13% to just shy of $1Trillion for 2019. Politics aside CEOs continue to take the easy way out. Readers know my position on buybacks as being overused and often a […]

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January 27

Heads I win, tails you lose

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By David Nelson, CFA On the heels of a year most investors would like to forget the first Q4 earnings reports are in with some interesting observations. The most surprising data point this season is the following: Investors are rewarding both positive and negative earnings surprises with higher prices. FactSet data shows companies coming in […]

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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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April 08

BNN – The Three Stooges Market – From the Nasdaq

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David talks about the recent selloff in high momentum stocks on Canada’s Business News Network.

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