Tag Archives: XLF

March 25

Manic Depression – Bipolar Markets

Manic Depression is touching my soul I know what I want but I just don’t know… Jimi Hendrix By David Nelson, CFA, CMT On the heels of the most dovish FOMC press conference in recent memory investors seem to be suffering from “manic depression” or some other severe bipolar disorder. In the 15 hours following […]

January 13

D-Day – The Earnings Battle

By David Nelson, CFA Market historians will look back at the final months of 2018 and chronicle a war that started perhaps as early as January 30th, 2018. Interestingly, Apple (AAPL) like today was at the heart of concerns. The Wall Street Journal reported the company had reduced plans for its flagship iPhone X from […]

July 03

Gekko: It’s a Zero Sum Game – Somebody wins somebody loses

By David Nelson, CFA We’ve hit the point of no return for 2017. Probably a good spot to check our compass and make sure we have enough fuel to complete the journey. With the exception of a few bumps along the way the broad indices have been relatively benign. However, trading beneath the surface has […]

May 15

Tug of War – Investors Caught in the Middle

By David Nelson, CFA Investors seem to have stumbled into the middle of a good old fashioned Tug of War. On one side strong corporate earnings, sales and margins look to push stocks higher. On the other is a paralyzed Washington as both sides of the aisle believe the only thing that matters is I […]

December 20

Dow Closes in on 20,000 – From the floor of the NYSE

David joins CNBC anchors Kelly Evans & Bill Griffeth along with JPMorgan Global Strategist David Lebovitz as the Dow closes in on 20,000

January 12

Buying a Bank Stock? Read This First

By David Nelson, CFA They have the same tickers and familiar logos but banks sure aren’t the same companies of years past. Gone is the staggering Return on Equity (ROE) and huge trading gains that became the hallmark of firms like Goldman (GS), JP Morgan (JPM)* and others. Make no mistake, these mammoth institutions still […]