When Valuation Matters

Too many stocks on the Nasdaq have no E in the PE

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The Dot Plots Moved

Post the Fed Minutes the Dot Plots all moved up pointing to March as lift off for Fed Rate Hikes.

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Energy Policy Mistake

The pivot to OPEC to help fill our energy shortfall is a clear policy mistake

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Drilling for $DOLLARS

David joins Fox Business anchor Charles Payne and Senior Managing Director for Clearstead Jim Awad to weigh in on the recent market rotation and how to play it.

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2022 KICKOFF!

By David Nelson, CFA CMT 2021 surprised investors delivering a +28.7% return in the face of mounting global and domestic challenges. The more exposure you had to U.S. equity the better the performance. While the broad market provided a relatively smooth ride with low realized volatility, beneath the surface sector and style performance shifts were […]

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When doves turn into hawks

When #Fed doves start to sound like rate hawks it’s a good bet #FOMC is behind the curve. Meanwhile the long end of the curve doesn’t agree $SPY $TLT #economy

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When doves become hawks

Fox Business anchor Charles Payne had the best line. Fed doves are now starting to sound like Hawks.

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Wall Street Wants a Hero

“Cathie Woods isn’t the problem. We are!”

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