Bad is good, up is down and the world is square. Lower earnings = higher stock prices, deficits better than surpluses and long term debt drives prosperity. $SPY $TLT
Tag Archives: Pelosi
August
03
Top Heavy Market – Should Investors Be Concerned?
posted by David Nelson, CFA
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 […]
June
03
IT’S NOT THE ECONOMY STUPID!
posted by David Nelson, CFA
By David Nelson, CFA If markets were focused on the U.S. economy, we would have already broken out to new highs. Friday’s employment report along with other economic data confirms the U.S. economy is on solid footing. So much so the Atlanta Fed is boosting GDP for the quarter up to 4.7%. Geo-political headlines dominate […]
September
11
Clear Skies or Eye of the Storm
posted by David Nelson, CFA
Irma – Eye of the Storm By David Nelson, CFA Investors have been forced to accept sloppy performance from U.S. equities over the last few weeks. While positive on a trailing 1 month basis rallies have given way to quick pullbacks as momentum fades. We’ve had no shortage of bad news as investors cope with […]
