Tag Archives: Stocks

November 16

The Rule of 72

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By David Nelson, CFA CMT Wall Street loves complex theories of why an asset class will outperform or head south. We tear apart income statements, balance sheets and parse every word from the FOMC. We run thousands of back tests on multi-factor quantitative models diving through virtually every data point that relates to a company, commodity, fixed […]

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August 31

What’s Next?

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With stocks and bonds at or close to all-time highs investors want to know $SPY #Economy $TLT

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January 05

New Year’s Eve look at 2020

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Where to invest in 2020. New Year’s Eve with Fox Business anchor Charles Payne and Divine Capital Markets head Dani Divine.

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January 02

Market MVP Award goes to…

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By David Nelson, CFA CMT There’s no other way to put it. 2019 was an extraordinary year some even calling it the GOAT. Sentiment heading into 2020 is a near polar opposite from this time last year. We kicked off 2019 adding to a Christmas eve rally but the sentiment was anything but jubilant. Coming on […]

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October 21

The biggest risk for stocks isn’t what you think

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By David Nelson, CFA CEO and Consumer Confidence are polar opposites while Brexit chaos continues. The House marches toward Impeachment and China drags their feet on meaningful trade reforms. Earnings estimates have been falling for a year and corporate debt vs income is approaching financial crisis levels. What could possibly go wrong? S&P 500 1 […]

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June 10

‘It’s deja vu all over again’

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By David Nelson, CFA CMT In the immortal words of Yankee great Yogi Berra; ‘it’s deja vu all over again.’ Once again bad news is good news as traders jumped all over Friday’s weak employment report, firm in the belief that the Fed will respond with its first rate cut since the depths of the […]

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October 13

Highlights from a week to forget

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

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May 17

The Elephant in the Room – The Movie

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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

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February 05

Everyone has a plan until they get punched in the mouth

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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 […]

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January 01

The Biggest Risk for 2018 – China!

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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 […]

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