Tag Archives: SPX

April 23

Stocks didn’t get the memo

By David Nelson, CFA On the heels of a market friendly tax cut, record corporate earnings and a chorus of talking heads including yours truly predicting another year of rising stock prices, only one thing is missing. Stocks didn’t get the memo. With the exception of some standout stars like Netflix (NFLX) and others with […]

April 01

March Madness

By David Nelson, CFA March Madness went well beyond the basketball court this season, hitting equity markets forcing some investors to the side lines. The roller coaster ride on and off the courts kept investors on edge wondering if the market would fold like the #1 seed Virginia.  For the moment, it looks like a […]

March 06

North Korea Launches 4 Missiles – Investors Put to the Test

By David Nelson, CFA Early Monday morning Asian markets woke up to news that North Korea had launched four ballistic missiles 620 miles off its east coast. With over 28,000 U.S. troops stationed in South Korea tensions are high as officials monitor the North who say they are responding to joint military exercises hosted by […]

September 02

Fed Hike for September is Off the Table

Click on Picture for Full Video David joins the TheStreet’s Scott Gamm and Moody’s Analytics Chief Strategist John Lonski to discuss the August jobs report.

June 06

The Fed Needs to Speak with 1 Voice or Not at All

By David Nelson, CFA 38,000 – That’s all we got in the way of jobs in May leaving bulls scratching their head and bears looking for the next shoe to drop. In addition to creating a roller coaster day for traders, Friday’s weak employment report set off the usual round of conflicting statements from Fed […]

June 01

The Pain Trade is Up

By David Nelson, CFA The Pain Trade – Definition by Investopedia The tendency of markets to deliver the maximum amount of punishment to the most investors from time to time. A pain trade occurs when a popular asset class or widely followed investing strategy takes an unexpected turn that catches most investors flat-footed. Background It’s […]

April 25

5 Stages of Market Grief – 2016

David Nelson, CFA Denial, Anger, Bargaining, Depression & Acceptance – The 5 stages of grief first introduced by Swiss psychiatrist Elisabeth Kugler-Ross in her 1969 book, On Death and Dying are normally associated with a terminal disease. But in the context of finance they are often used to describe investor emotions in the throes of […]

April 04

2 factors that will make or break the market

By David Nelson, CFA Just 3 months into 2016 and already investors have been forced to deal with a lifetime of emotions. Too often we rationalize our decisions to buy and sell based on a subjective view of the market that can’t help but be influenced by the media and our own fear and greed. There […]

March 14

Jimi Hendrix & Bipolar Markets

By David Nelson, CFA Strategists and talking heads are always looking for a phrase to describe market events in a way that you the reader will click on the story and risk your very valuable time. For many of you, Jimi Hendrix was just some rocker your parents used to talk about when you were […]

March 03

Is it clear skies ahead for investors?

David talks to BNN’s Francis Horodelski about the market’s recent surge. Is it clear skies ahead for investors?