Tag Archives: SPY

November 06

SPY: The other side of Armageddon

By David Nelson With angst over the election rising its not surprising markets have struggled for the last several weeks. Friday’s close slightly in the red gave us 9 straight days to the downside an event not seen since 1980. The media blitz adds to the drama painting Tuesday as an apocalyptic event. While it’s […]

September 25

I’ve good news & bad news for investors – Which do you want first?

By David Nelson, CFA I’ve got some good news and bad news. The good news is: stocks, bonds and gold exhibited high positive correlation last week all moving higher giving most investors something to cheer about after a rough start to the month. The bad news is: stocks, bonds and gold exhibited high positive correlation […]

August 07

Consumer Staples, Utilities & Bonds – Is it Safe?

By David Nelson, CFA U.S. Stocks have paid off handsomely over the last 5 years but it’s been the perceived safe haven trade that has captured the hearts and minds of investors. Utilities (XLU), Telecoms (XTL), Consumer Staples (XLP), Treasuries (TLT) and all manner of fixed income have been the go to investments especially for […]

July 24

Is the VIX flashing Warning or All Clear?

By David Nelson, CFA Geopolitical turmoil has had little effect this year as traders have used any sell off to increase market exposure. The good news is the market seems to be able to push higher and sustain altitude even while in overbought territory. The bad news is complacency is high with the (VIX) SPX Options […]

July 04

2016 – The Point of No Return

By David Nelson, CFA As the soldiers of Wall Street return from a 3 day leave I find myself reflecting on the 6 month journey to the halfway point of 2016. Out of the gate we dove to the February 1810 S&P 500 (SPX) low followed by a quick move back to the highs only to […]

June 13

The Wall of Worry Just Got Higher: Here’s Why

By David Nelson, CFA The Wall of Worry pushed a little higher Friday as traders cut exposure on the heels of weak markets in Europe. The coming Brexit vote now being dubbed “too close to call” sits at the top of investor concerns not to mention this week’s Fed meeting. The rhetoric is getting louder […]

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 […]

February 01

Are early signs of inflation signaling a market bottom?

By David Nelson, CFA From the depths of the financial crisis we’ve been told deflation was an enemy that could push world economies to the edge of the abyss. Former Federal Reserve Chairman Ben Bernanke made it his lifelong study and today central banks everywhere follow his path. ZIRP (Zero Interest Rate Policy) and quantitative […]

October 19

The world is flat…

By David Nelson, CFA After nearly 10 months of investor mood swings often bordering on the psychotic, U.S. equity markets have been working their way back to the flat line. It was just a few weeks ago it looked like the correction would morph into a bear market or perhaps something even more sinister. It wasn’t just stocks that […]

October 12

A funny thing happened on the way to the bear market…

By David Nelson, CFA A funny thing happened on the way to the bear market this month. Despite the best efforts of short sellers, strategists and talking heads everywhere, markets worldwide have staged a stunning comeback with most up mid-single digits month to date. World Equity Performance October The September Employment report was the liftoff […]