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

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FinTech vs Wall Street

The baton is passing in the financial services industry forcing investors and insiders to ask tough questions

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Pass the Baton

Market performance is starting to broaden out. It makes sense for investors to move down the valuation curve as America goes back to work

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Snowflakes

What do Warren Buffett Mark Zuckerberg Reid Hoffman and Jack Dorsey have in common?

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The Window Portfolio

I can see what to buy just looking outside my window

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Situational Awareness

By David Nelson, CFA I’ve been a pilot for most of my adult life and I can tell you with some degree of certainty that situational awareness or recognizing your positioning and the threats around you is key not just to flying aircraft but almost anything that requires swift reaction times to changing data. Even […]

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DOT.COM REDUX?

As a veteran of that war I can tell you… $SPY #dot.com $QQQ

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What’s Next?

With stocks and bonds at or close to all-time highs investors want to know $SPY #Economy $TLT

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