Tag Archives: Stocks

July 10

How safe is the safe haven trade?

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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 […]

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August 29

Fed Transparency – Clear as Mud

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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 […]

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August 20

Why the Market is Still Driven by Oil

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

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August 02

It’s Still All About Oil

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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 […]

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July 24

Is the VIX flashing Warning or All Clear?

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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 […]

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July 16

Market Outlook & Kelly’s Birthday

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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.

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July 14

Post Brexit Rally – Can it Continue? – CCTV

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David joins CCTV host Michelle Makori at New York’s NASDAQ to discuss the Global Market Rally post the BREXIT referendum.

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April 25

5 Stages of Market Grief – 2016

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David Nelson, CFA Denial, Anger, Bargaining, Depression & Acceptance – The 5 stages of grief first introduced by Swiss psychiatrist Elisabeth Kugler-Ross in her 1969 book, On Death and Dying are normally associated with a terminal disease. But in the context of finance they are often used to describe investor emotions in the throes of […]

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February 06

Good News Sinks the Market

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David talks about the recent sell off post January’s jobs report. Did good news sink the market or is there something else going on.

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October 12

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

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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 […]

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