All-Time Highs - What is the Smart Money Doing? Maybe the title should read what is the dumb money doing? $SPY $NVDA $VST $XLU $UTES open.substack.com/pub/dcnelson12…

Quick stop at Gabreski KFOK for breakfast. Best grits on Long Island

Little stow away before today's flight. He was there when we got back 3 hours later

Investment opportunity in the utilities sector: David Nelson

video.foxbusiness.com/v/6352916987112

Thanks so much for having me on. Talking my book but this is a 2.5% sector on its way to 5.

Walking into the studio to join Charles V Payne Maybe we should not release the economic data and wait a month until the get it right. The revisions keep on coming.

ATC normally doesn't let us fly over the field but we got a good shot of the #Yankee game yesterday.

Took the #Sully route down the Hudson last night. Fortunately no birds

In the next couple of weeks you will see a massive rush to launch #Utility funds. $NVDA is taking a back seat to $VST Who needs $XLK when you have $UTES

This is excellent Michael.

Thanks so much for having me Nicole $PTON Down 98% from 2020 it begs the question maybe they should have gone with just the subscription and content model. Leave the hardware headache to someone else. Nicole Petallides Schwab Network

Joining Nicole Petallides Schwab Network in a few minutes. Bicycles that don't go anywhere and food that you don't have to go out for. You guessed it $PTON $UBER $CART $DASH

Thanks so much for having me. Wouldn't miss it. I thought the video was AI too but apparently not. No one has said it wasn't real. #MMT #moneyprinting #debts #deficits #taxes

From Fears to Cheers: Exploring AI & the Nuclear Option. $URA #china #nukes #fed open.substack.com/pub/dcnelson12…

How add risk and still sleep at night. The Barbell Strategy: Beating Volatility by going Risk On and Risk Off $SPY $META $TLT $GOOGL open.substack.com/pub/dcnelson12…

Joining Jon Erlichman BNN Bloomberg How to go risk on and risk off all at the same time? $SPY $SPOT $META

On final approach into White Plains KHPN on Wednesday evening. Pink Moon. In the cockpit it looked like a #nuclear blast.

Went to White Plains airport to fly tonight. The President is here so they won't let me onto the field. 😕

Mystery chart comparison. The white line is a trailing 6 year chart of a popular stock from today. The green line is another stock from another era. The axis on the right is percentage change. Calling out bubbles is fun but like most things in life timing matters.

Jamie may be right. Thanks so much for having me on. Scott Shellady Each stair step higher in rates forces institutional capital out of stocks into fixed income. 2018 redux.

There is a fine line between aircraft delivery and safety. Obviously they've crossed the line. It's a national security imperative to save $BA. Will take an iconic leader and a clean sweep of mgmt. Thanks so much for having me today. Nicole Petallides