“Something Broke” Presentation

May 2, 2023

“Something Broke” Presentation

Last year’s spike in inflation to multi-decade highs spurred the Fed to begin hiking interest rates to bring inflation under control. Watch Darcy Nelson Smoot, CFA, discuss the collateral damage in the banking sector and our investment strategy going forward.


Individual investment positions detailed in this post should not be construed as a recommendation to purchase or sell the security. Past performance is not necessarily a guide to future performance. There are risks involved in investing, including possible loss of principal. This information is provided for informational purposes only and does not constitute a recommendation for any investment strategy, security or product described herein. Employees and/or owners of Nelson Capital Management, LLC may have a position securities mentioned in this post. Please contact us for a complete list of portfolio holdings. For additional information please contact us at 650-322-4000.

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