When Is It a Good Idea to Make an All In Bet
By David Nelson, CFA Going all-in. When do you make that bet? We see it in the movies all the time. Gamblers living on the edge push the chips to the center of the table confident there is no way they can lose. How does that scene play in the real world outside of a Hollywood […]
2023 – What could spark a rally in stocks
The consensus view is that the market is looking at least another full quarter of pain. What would it take to turn that thesis upside down. $SPY $TLT $GLD $DXY
If jobs are hot why do I see a recession on the horizon?
By David Nelson, CFA CMT This is what we do. Month after month week after week. Traders, fund managers, advisors and even you at home. We wade through a mountain of economic data looking for clues as to just how good or bad the economy and some of the companies we follow are doing. Why, […]
The $1,000,000,000 Question
The Recession is coming. This is when markets should bottom. $spy #fed #recession
Are we in recession or not?
By David Nelson, CFA CMT The administration, the press and some leading economists are having trouble with the term recession and its definition. So much so that it’s sparked a raging political debate with each side accusing the other of misleading the American people. It doesn’t matter what talking heads including yours truly think. The American people […]
Recession? – Markets have already decided
David joins Fox Business anchor Maria Bartiromo to weigh in on the inflation debate.