Rip Off the Band-Aid

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The Fed Put Is Deep and Out of the Money

Until last night guidance has been dreadful. Fed won’t blink this time. $MSFT $AAPL $TSLA #FED

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How Big is Too Big?

David joins Fox Business anchor Maria Bartiromo to weigh in on Microsoft joining the $2 Trillion Club

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Cracks in the Facade

By David Nelson, CFA CMT Last week may have ended on a high note but visible cracks in the market façade weighed on investor sentiment. Inflation expectations took center stage as both headline CPI and PPI releases came in well above expectations prompting a modest flight from risk assets. Stocks recovered on both Thursday and […]

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Market Economy Disconnect

David joins CNBC anchor Dominic Chu – David weighs in on Jim Cramer’s Mad Money comments on the market economy disconnect

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Microsoft to buy TikTok

David weighs in on the forced sale of TikTok

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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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Asset Class War – The Movie

David joins Fox Business anchor Charles Payne and Bank of New York Chief Strategist to weigh in on the economy and markets. David says you don’t have to sell Amazon $AMZN but…

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