What’s driving the surge in tech shares?
By David Nelson, CFA CMT Investors are questioning the rush into mega cap tech at the height of a banking crisis that has rippled through markets in the last two weeks. I think CNBC’s Josh Brown said it accurately. Investors today view many of these large digital companies as consumer staples. It’s hard to deny that […]
Buffett – Talks the Talk, Can He Walk the Walk
By David Nelson, CFA Every year around this time Warren Buffet takes the stage at what has become the Wall Street equivalent to a Grateful Dead Concert. Fans and true believers flood into Omaha to see the Oracle himself. Only this year, there was a dark cloud hovering over the event. In a shot heard […]