Saving Capitalism 1 Stock at a Time

By David Nelson, CFA CMT Most of you know I’m an ex-rocker so bear with me while I pull a band from my youth. Led Zeppelin’s Communication Breakdown was the quintessential rock song with two lines of lyrics that set the tone for what’s taking place in the communication sector this year. Communication breakdown, it’s always the […]

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Bear Market – The Day After

By David Nelson, CFA CMT Before we get started put down the knives, get off twitter and take a breath. I’m not calling the end of the bear market. If I could do that with a high degree of accuracy I’d have my jet, wouldn’t even be writing this post and I’d be done staring […]

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Can the Fed fight inflation without causing a recession?

David joins Fox Business anchor Maria Bartiromo along with Strategic Wealth Partners CEO Mark Tepper to discuss the markets and the Fed.

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No one is talking about a soft landing anymore

By David Nelson, CFA  Let’s start the conversation by agreeing we need to cure the cancer of inflation. An unchecked rise in prices spinning out of control helps no one and risks pushing the U.S. economy further into crisis. However, every oncologist knows that administering chemotherapy at a pace beyond what the body can absorb […]

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It wouldn’t take much to light the fuse

Yesterday Nancy and I Yesterday with Fox Business anchor Charles Payne and Nancy Tengler CIO Laffer Tengler Investments. We covered a lot of ground all leading up to today’s FOMC decision.

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Fed Soft Landing – All we need is a miracle

By David Nelson, CFA CMT January 15, 2023 will be the 14th anniversary of the Miracle on the Hudson. Shortly after taking off from LaGuardia airport Captain Chesley “Sully” Sullenberger and Co-pilot Jeff Skiles glided a powerless Airbus A320 to a safe landing on New York’s Hudson River. Flight 1549 experienced a bird strike that […]

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The Jackson Hole Zoo

By David Nelson, CFA CMT Wall Street has always had a passion for animals. Throughout history market and monetary policy sentiment has been represented by all sorts of creatures including bulls, bears, doves, hawks and of course the dreaded black swan. This year the zoo animals have been particularly active. At the start of the […]

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Soundbites

David weighs in on some of the pressing issues investors are facing just in front of the Fed’s Jackson Hole Retreat.

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