Tag Archives: Trump

October 05

Is Market Cap Becoming a Liability?

SPY vs IWM vs RSP – Investors are desperate for some new blood to do the heavy lifting

October 04

Market Reaction to Covid in the White House

There’s a reason why ratings for the House and Senate are the lowest in a generation

October 02

President tests Positive for Covid – Market Reaction

David joins Bloomberg anchor Jon Ehrlichman to discuss the President’s diagnosis and the market reaction.

September 28

Bizarro World

Bad is good, up is down and the world is square. Lower earnings = higher stock prices, deficits better than surpluses and long term debt drives prosperity. $SPY $TLT

August 03

Top Heavy Market – Should Investors Be Concerned?

By David Nelson, CFA CMT Last week capped off another powerful month for the broad indices setting up a potential challenge to the all-time S&P high set in February. Of course, the NASDAQ is already there in large part powered by the 5 largest companies (APPL, MSFT, AMZN, GOOGL & FB) that all hit highs […]

June 22

Is the recovery at risk?

By David Nelson, CFA CMT The market rally on the heels of a viral pandemic that brought the world to its knees has baffled some of the brightest financial minds on the planet. It’s true this is a liquidity driven recovery with fiscal and monetary policy pouring $Trillions into the both the economy and markets. However, […]

January 06

Another Brick in the Wall of Worry

By David Nelson, CFA CMT We’re only 2 trading days into 2020 and already we have our first brick in the wall of worry. After the administration launched a lethal strike on Iranian Major General Qasem Soleimani commander of its Quds Force just about everything else in the news cycle is taking a back seat. […]

November 25

STOP THE PRESSES!

By David Nelson, CFA CMT Maybe it’s the fact that former New York City Mayor Mike Bloomberg announced he was joining a crowded Democratic field to run for President. It could be the media is more focused on the Patriots Cowboy Sunday match up or the monster ticket sales for Disney’s long awaited Frozen II. Nevertheless, […]

November 24

Hong Kong Bill Heads to Trump

David joins i24News anchor Michelle Makori to discuss the latest on Hong Kong and the bill passed by both the House and Senate heading to the desk of the President.

October 14

CELEBRATION?

Cel-e-brate good times come on! Before this party gets out of control put down the glass and sober up. $SPY #China #Trade