Tag Archives: Stocks

October 13

Highlights from a week to forget

In a week most investors would like to forget David sits for several interviews to discuss.

May 17

The Elephant in the Room – The Movie

Covered a lot of ground this morning from BNN anchor Jon Ehrlichaman. Markets, trade, valuation and where I’ve placed my bets. Click Here for video

February 05

Everyone has a plan until they get punched in the mouth

Mike Tyson – “Everyone has plan until they get punched in the mouth” By David Nelson, CFA A punch square in the jaw from Mike Tyson is probably how most traders felt when they rang the closing bell Friday. Down at the open after a better than expected jobs number, good news became bad news […]

January 01

The Biggest Risk for 2018 – China!

By David Nelson, CFA Coming into 2017 I doubt many including yours truly thought the Dow would end the year close to 25,000. The good news wasn’t restricted to just the America’s as most of the developed world delivered strong returns as well. Even emerging markets after a near decade long slump knocked it out […]

July 10

How safe is the safe haven trade?

By David Nelson, CFA Stocks ended the shortened holiday week close to the flat line while bonds and gold finished under pressure as investors rotated out of traditional safe haven assets. U.S. yields pushed higher on the heels of a better than expected jobs report coming in at 222k above consensus at 185k. U.S. 10 […]

August 29

Fed Transparency – Clear as Mud

By David Nelson, CFA Even the press are starting to refer to the Fed’s annual trek to Jackson Hole as little more than a circus. (Barron’s: Fed’s Jackson Hole Circus) I said in last week’s post the commentary will be about as clear as mud followed by a parade of Fed officials each expressing their […]

August 20

Why the Market is Still Driven by Oil

CLICK ON PICTURE FOR FULL VIDEO David sits down with the Street’s Scott Gamm to discuss the link between oil and the market.

August 02

It’s Still All About Oil

The Top Strategists are tripping over themselves to call the top in the market on the heels of Jeff Gundlach’s call to sell everything. To be fair there are a lot of red flags but it isn’t all doom and gloom either. The biggest challenge is the election cycle. We haven’t been here before. Two […]

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 16

Market Outlook & Kelly’s Birthday

David joins anchors Bill Griffeth & Kelly Evans to discuss BREXIT and a range of issues for investors. A few minutes into the interview floor traders surprise Kelly with a big Pokeman Birthday Cake.