The Money Runner
Confused? – Don’t Worry, So is Wall Street!
By David Nelson, CFA CMT If you’re confused about the chaotic market action since the start of the year, don’t worry, you’re not alone. So is Wall Street. On most weekends, I spend time sifting through data and listening to what other talking heads have to say, if for no other reason to challenge my own […]
It’s hard to see the iceberg in calm waters
By David Nelson, CFA CMT Searching for the next catalyst the S&P 500 drifted higher last week. The surprise had to be 10-year yields hitting the lowest level in 3 months on the heels of another hot inflation signal from Wednesday’s CPI numbers. It begs the question what do bond investors see that equity investors […]
2021 – Day 1
Click here for video David joins TD Ameritrade Network anchor Oliver Resnick to weigh in on the first day of trading for 2021.
Small Cap Rally Has Started – Maybe it never stopped
By David Nelson, CFA CMT After years of taking a back seat to large cap secular growth small caps have suddenly exploded higher catching the eye of investors. Caught off guard hiding in the safety of large companies with bigger and stronger balance sheets professional and retail investors are being forced to rethink portfolio alignment […]
Is Market Cap Becoming a Liability?
SPY vs IWM vs RSP – Investors are desperate for some new blood to do the heavy lifting
Asset Class War – Part II
By David Nelson, CFA CMT The themes behind last week’s article discussing Asset Class Warfare continued to play out with massive shifts taking place in equity markets. Out of the gate last Tuesday Mid-Caps, (MDY), Small Caps (IWM) and Large Cap Value (IVE) exploded higher following the holiday weekend. Large Cap Secular Growth (IVW) had trouble staying green on the […]
Asset Class War!
By David Nelson, CFA CMT Over the holiday weekend the United States crossed 100,000 fatalities connected to COVID-19. We can and should debate every aspect of the response including actions taken by the federal reserve. What isn’t up for debate is the economic damage and unintended consequences of shutting down the economy. Historians will judge […]
