Tag Archives: TLT

August 05

Problem with the curve

David and Charles discuss what falling bond yields indicate for the economy

July 22

All eyes on the 10 Year

Stock investors are looking at bond yields.

July 14

Is this as good as it gets?

Estimate revisions are likely peaking. Buybacks at a record are holding up the earning’s of some of the biggest companies. $590 Billion in authorizations year to date.

March 15

Interest Rate Volatility – The Velocity of the Move

David joins TD Ameritrade Network anchor Oliver Renick to weigh in on markets and sector rotation. Click Here for video.

March 11

The Velocity of the Move

David joins Yahoo Finance anchors Adam Shapiro and Seana Smith. Click Here for video

March 09

#1 With a Bullet!

David joins Fox Business anchor Maria Bartiromo to weigh in on the recent rise in interest rates and what it means for equity markets

March 01

SPEED KILLS!

By David Nelson, CFA CMT As the vaccine rollout continues investors will start to look beyond the Covid recovery and start to ask themselves some tough questions. The usual suspects or rogue’s gallery of market worries includes high valuations, rising yields, high unemployment and of course my personal favorite a geopolitical backdrop that challenges U.S. […]

January 05

2021 – Day 1

Click here for video David joins TD Ameritrade Network anchor Oliver Resnick to weigh in on the first day of trading for 2021.

November 30

What to expect for markets as we close out 2020

David weighs in on the markets and what to expect as we head into 2021

October 26

Biggest risk for the market – It’s not what you think

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