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 […]

Read More

Canary in the coal mine

Read More

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

Read More

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, […]

Read More

The $1,000,000,000 Question

The Recession is coming. This is when markets should bottom. $spy #fed #recession

Read More

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 […]

Read More

Fed Day

Read More

Recession? – Markets have already decided

David joins Fox Business anchor Maria Bartiromo to weigh in on the inflation debate.

Read More

.