By David Nelson, CFA Caught in a world between Heaven and Hell investors have struggled with a market that’s always a headline or tweet away from a 500-point down day. As simple as it sounds, heaven is defined as the S&P 500 breaking above the downtrend drawn from the all-time high of 2873. For the […]
Tag Archives: SPY
February
19
Inflation Expectations Rising
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne to discuss the recent market correction
November
20
Investing is about making choices – The only bad decision is not making one
posted by David Nelson, CFA
David Nelson, CFA With just 28 trading days left for 2017, investors have a lot to be thankful for this holiday season. Large caps were the standout performer year to date but Mid-Cap and even Small-Caps held their own despite a slow start and a summer scare. Thanksgiving launches what is usually a seasonally strong […]
August
13
Something more frightening to investors than North Korea
posted by David Nelson, CFA
By David Nelson, CFA On the heels of an excellent earnings season strategists from Merrill Lynch to Goldman are discussing the disappointing price performance of stocks that beat expectations. A sell the news mentality has been the driving force as traders and algo driven machines exited positions stepping aside hoping for a better entry point. […]
August
09
North Korea & Your Money
posted by David Nelson, CFA
On set with CNBC anchors Melissa Lee and Brian Sullivan. Why don’t markets care?
July
16
When Jamie Dimon talks, EVERYONE listens!
posted by David Nelson, CFA
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 […]
July
03
Gekko: It’s a Zero Sum Game – Somebody wins somebody loses
posted by David Nelson, CFA
By David Nelson, CFA We’ve hit the point of no return for 2017. Probably a good spot to check our compass and make sure we have enough fuel to complete the journey. With the exception of a few bumps along the way the broad indices have been relatively benign. However, trading beneath the surface has […]
June
02
The Glass is Half Empty – 2 Charts That Prove It!
posted by David Nelson, CFA
The Glass is Half Empty – 2 Charts that prove it By David Nelson, CFA Despite a Washington backdrop that continues to drag on investor sentiment, markets around the world powered higher following a brief reset after the leak of former FBI Director James Comey’s memo. Leadership continues to narrow into a handful of names […]
May
08
Can The Hammer Save Oil Bulls?
posted by David Nelson, CFA
By David Nelson, CFA Healthcare and the French Elections topped the Wall of Worry list for the last several weeks. As of this writing a Macron win seems all but certain with early exit polls giving him 65% of the vote. Here in the states Healthcare is once again center stage as a partisan Congress […]
May
01
What CEOs Will Do With the Trump Tax Cut – The Answer Isn’t What You Think
posted by David Nelson, CFA
By David Nelson, CFA After a 6 week slide from the all-time intraday high of 2400, the S&P 500 (SPY) rallied in the final two weeks of April hoping to retake the high ground. The tug of war between valuation, politics and macro concerns vs. a relatively strong earnings season rages on. While the CBOE […]
