Tag Archives: SPY

January 03

Operational Risk Management 2023 – Portfolio Go No Go Checklist!

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By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. It’s an imperative before launching any mission and commonly used by pilots in making go no go decisions. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of […]

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August 01

Are we in recession or not?

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By David Nelson, CFA CMT The administration, the press and some leading economists are having trouble with the term recession and its definition. So much so that it’s sparked a raging political debate with each side accusing the other of misleading the American people. It doesn’t matter what talking heads including yours truly think. The American people […]

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May 23

It’s worse than we thought!

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By David Nelson, CFA The debate over peak inflation and whether it’s arrived or still lies in front of us really doesn’t matter anymore. Whatever metric you’re using, retail giants Target (TGT) and Walmart (WMT) along with a host of other retailers have confirmed our worst fears. It’s worse than we thought (Click on charts […]

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May 16

The Money Runner: Talking Points Week 20

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By David Nelson, CFA As we head into week 20 for 2022 there’s one question on every investor’s mind: Was Friday’s surge off the bottom the beginning of something sustainable or just a one day cease fire in a war that has wiped $7 Trillion in the S&P 500 alone? First, from a technical perspective nothing […]

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March 08

Sanctions or Bullets

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The market magnet is the mid-point between the dot.com bubble high valuation and the valuation low since, Do the math. $SPY $USO

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January 24

No Man’s Land – How Far Could Stocks Fall?

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By David Nelson, CFA CMT There are no easy answers as to why markets fell apart last week. All the usual suspects had a hand in the carnage. A Fed increasingly behind the curve, inflation expectations rising, a news cycle that gets more frightening by the day and the growing realization that there is payback for […]

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January 17

Is it safe?

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Bringing home supply chains isn’t just good business, it’s a national security imperative.

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January 13

Rock n Roll Legend :)

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After all the laughter we did get to the market and what you can expect for 2022 🙂

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August 30

The only thing going up faster than stocks

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By David Nelson, CFA CMT The Bull Case – The only thing going up faster than stocks are earnings. A year ago, 12-month forward earnings were about $150 and today estimates project $211 a near 40% bump. The S&P on a price basis is up 28% and 31% if you count dividends. All during that […]

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July 22

All eyes on the 10 Year

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Stock investors are looking at bond yields.

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