Articles By This Author

Silicon Valley Bank – Did the Fed break it or was it broken already?

By David Nelson, CFA The failure of Silicon Valley Bank has sent regulators and the Federal Reserve scrambling for answers on how and why this happened. In some ways little has changed since the dark days of the financial crisis. This was a bank pushing the envelope, growing at break neck speed and seemingly unafraid that rising […]

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E.S.G. Good for Wall Street Bad for America

By David Nelson, CFA E.S.G. What is it? Why is it important? And why did Congress just vote to block President Biden’s Department of Labor rule, a rule that encourages private retirement fiduciary is to use ESG in the decision-making process? The bill passed both the House and Senate with bipartisan support on a very slim majority. […]

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This sector has been down 10 weeks in a row

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The Fed needs to tame the inflation beast

Click on picture for video. Sat down with TD Ameritrade host Oliver Renick to weigh in on the Fed and stocks reporting tonight and in the morning.

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Recession – The Fed says “it’s different this time”

By David Nelson, CFA Markets have always climbed a wall of worry and this year is no exception. High on the list of investor concerns is inflation data that may not be falling fast enough for many officials in the FOMC. There’s a reason why they say the Fed keeps hiking until something breaks. All to […]

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This chart shows why stock futures are down this morning

By David Nelson, CFA Last week’s modest pull back in U.S. stocks was surprising given the current headwinds and challenges for risk assets. 2-year treasury yields are the highest since last November. Short duration fixed income and cash instruments are offering a competitive alternative to stocks. This morning futures reflect that reality with most markets […]

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Is Big Tech Too Big!

David joins Fox Business host Maria Bartiromo along with Strategic Wealth Partners CEO Mark Tepper to weigh in on Big Tech earnings.

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The Biggest Risk for the market isn’t the FED!

David joins Fox Business anchor Charles Payne to weigh in on the markets and today’s FOMC decision.

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