David weighs in on the markets and what to expect as we head into 2021
Tag Archives: SPY
October
26
Biggest risk for the market – It’s not what you think
posted by David Nelson, CFA
The truth rarely lives on the extremes. Unless we’re about to unwind hundreds of years of economic data and history, long term equity returns are driven by earnings, cash flow, dividends and revenue in that order
October
05
Is Market Cap Becoming a Liability?
posted by David Nelson, CFA
SPY vs IWM vs RSP – Investors are desperate for some new blood to do the heavy lifting
September
17
Snowflakes
posted by David Nelson, CFA
What do Warren Buffett Mark Zuckerberg Reid Hoffman and Jack Dorsey have in common?
August
06
Apples and Elephants
posted by David Nelson, CFA
David joins the Yahoo Finance news team to discuss Apple’s run up to $2Trillion Market Cap
June
01
Asset Class War – Part II
posted by David Nelson, CFA
By David Nelson, CFA CMT The themes behind last week’s article discussing Asset Class Warfare continued to play out with massive shifts taking place in equity markets. Out of the gate last Tuesday Mid-Caps, (MDY), Small Caps (IWM) and Large Cap Value (IVE) exploded higher following the holiday weekend. Large Cap Secular Growth (IVW) had trouble staying green on the […]
May
06
Every decision has a cost
posted by David Nelson, CFA
David joins Fox Business anchor Cheryl Casone
August
19
Bonds in a Bubble
posted by David Nelson, CFA
By David Nelson, CFA CMT On the heels of an 800-point plunge in the DOW Wednesday, stocks regained their footing closing out the week on a positive note. Friday’s bounce helped us enjoy the weekend but not enough to wash away some of the negative headlines that hang over the market like a dark cloud. […]
August
18
Around the World in 2 Minutes Redux
posted by David Nelson, CFA
Two minute highlight reel from a week that felt like a ride on the the Coney Island Cyclone
DAVID NELSON, CFA 