Ground Zero

By David Nelson, CFA Ground Zero – the point on the earth’s surface directly above or below an exploding nuclear bomb. 2022 has forced investors to rethink popular mega cap growth strategies that have dominated investor returns for most of the last 12 years. Of course, its outperformance coincides with a Federal Reserve quantitative easing […]

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David’s Pricing Power Stocks

David joins Fox Business anchor Charles Payne to discuss stocks with pricing power.

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Clock is Ticking

David joins BNN Bloomberg News host John Ehrlichman to weigh in on the latest news driving markets.

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Top Heavy Market – Should Investors Be Concerned?

By David Nelson, CFA CMT Last week capped off another powerful month for the broad indices setting up a potential challenge to the all-time S&P high set in February. Of course, the NASDAQ is already there in large part powered by the 5 largest companies (APPL, MSFT, AMZN, GOOGL & FB) that all hit highs […]

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Around the world in 144 seconds

Highlights from the week

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Biggest Risk for Big Tech…

David joins Fox Business anchor Charles Payne to talk Big Tech

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Earnings – We’ve been had!

David joins the i24News team to discuss Tesla’s Elon Musk as well as the latest on earnings.

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Washington vs Tech

“Some of these companies are almost a nation unto themselves with massive war chests to lobby on their behalf…

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