Two Things Driving Markets to All-Time Highs

By David Nelson, CFA For most of the last 18 months it’s paid to be tilted toward the reflation trade with overweights’ in financials, tech and industrials. As tax reform made its way back into the news cycle yields started to return to the upper end of the trading range and despite a legislative goose […]

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Clear Skies or Eye of the Storm

Irma – Eye of the Storm By David Nelson, CFA Investors have been forced to accept sloppy performance from U.S. equities over the last few weeks. While positive on a trailing 1 month basis rallies have given way to quick pullbacks as momentum fades. We’ve had no shortage of bad news as investors cope with […]

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North Korea – Clear & Present Danger

David joins the panel hosted by Fox Business anchor Trish Reagan to discuss the North Korean threat.  

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North Korea Launches 4 Missiles – Investors Put to the Test

By David Nelson, CFA Early Monday morning Asian markets woke up to news that North Korea had launched four ballistic missiles 620 miles off its east coast. With over 28,000 U.S. troops stationed in South Korea tensions are high as officials monitor the North who say they are responding to joint military exercises hosted by […]

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Post Brexit Rally – Can it Continue? – CCTV

https://youtu.be/lH96EEDjZhA David joins CCTV host Michelle Makori at New York’s NASDAQ to discuss the Global Market Rally post the BREXIT referendum.

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Brexit – There’s Life After Divorce

https://youtu.be/vZw-hvmawzo David sits down with Fox Business anchor Charles Payne to discuss the Brexit and how it will impact global markets.

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5 Stages of Market Grief – 2016

David Nelson, CFA Denial, Anger, Bargaining, Depression & Acceptance – The 5 stages of grief first introduced by Swiss psychiatrist Elisabeth Kugler-Ross in her 1969 book, On Death and Dying are normally associated with a terminal disease. But in the context of finance they are often used to describe investor emotions in the throes of […]

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Good News Sinks the Market

David talks about the recent sell off post January’s jobs report. Did good news sink the market or is there something else going on.

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