Articles By This Author

Rushing to the other side of the lifeboat

David joins Fox Business anchor Charles Payne and Gary B Smith to weigh in on the recent violent swings in the market

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Tough Love

By David Nelson, CFA CMT The Fed last week scraped together just enough tough love prove they have investor’s backs on a range of issues. A taper that is likely to be announced in November could easily take until mid-2022 and there is all but a promise of no rate hikes until the end of […]

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Tough Love – The Movie

David joins Yahoo Finance panel including anchors Adam Shapiro, Seana Smith and Stifel Chief Economist Dr. Lindsey Piegza. Click Here for video.

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Fed Day – The beginning of the end…

By David Nelson, CFA CMT As strategists, portfolio managers, analysts, or market pundits we tend to hype the importance of events to support a narrative that explains our market outlook. In the last decade it has been hard to write a market piece or research report without some mention of the Federal Reserve and or […]

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Avoiding the Hangover

By David Nelson, CFA CMT They say a picture is worth a thousand words. The graphic below tells a lot about the mental state of U.S. investors. No one wants to leave the party but at the same time they don’t want to wake up in the morning with a hangover. In that mindset investors […]

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Is the Fed losing control?

David joins Fox Business anchor Charles Payne along with Erin Gibbs to discuss the latest disappointing jobs numbers. David believes the Fed is losing control of the long end of the curve.

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Job Market Tests Positive

By David Nelson, CFA CMT Friday’s jobs numbers were disappointing on a lot of levels. It confirmed Delta has started to slow economic activity. Industries on the front lines including airlines, travel and hotels have been first to feel the pain. Leisure and hospitality added nothing and even education came in below expectations. It really […]

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It’s a national security threat

America can’t keep depending on our adversaries like China for mission critical manufacturing needs. It’s not just an economic concern, it’s a national security threat.

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