August 27

Politics – David Nelson Highlight Reel

David Nelson weighs in on the political drama we live through every day. His viewpoint resonates with followers from K Street to Main Street translating Washington double talk into the truth. Anything less is a clear and present danger.  

September 26

Tough Love – The Movie

David joins Yahoo Finance panel including anchors Adam Shapiro, Seana Smith and Stifel Chief Economist Dr. Lindsey Piegza. Click Here for video.

September 20

Fed Day – The beginning of the end…

By David Nelson, CFA CMT As strategists, portfolio managers, analysts, or market pundits we tend to hype the importance of events to support a narrative that explains our market outlook. In the last decade it has been hard to write a market piece or research report without some mention of the Federal Reserve and or […]

September 13

Avoiding the Hangover

By David Nelson, CFA CMT They say a picture is worth a thousand words. The graphic below tells a lot about the mental state of U.S. investors. No one wants to leave the party but at the same time they don’t want to wake up in the morning with a hangover. In that mindset investors […]

September 08

Is the Fed losing control?

David joins Fox Business anchor Charles Payne along with Erin Gibbs to discuss the latest disappointing jobs numbers. David believes the Fed is losing control of the long end of the curve.

September 07

Job Market Tests Positive

By David Nelson, CFA CMT Friday’s jobs numbers were disappointing on a lot of levels. It confirmed Delta has started to slow economic activity. Industries on the front lines including airlines, travel and hotels have been first to feel the pain. Leisure and hospitality added nothing and even education came in below expectations. It really […]

September 01

It’s a national security threat

America can’t keep depending on our adversaries like China for mission critical manufacturing needs. It’s not just an economic concern, it’s a national security threat.

August 30

The only thing going up faster than stocks

By David Nelson, CFA CMT The Bull Case – The only thing going up faster than stocks are earnings. A year ago, 12-month forward earnings were about $150 and today estimates project $211 a near 40% bump. The S&P on a price basis is up 28% and 31% if you count dividends. All during that […]

August 26

The Emerging Market Lie

David joins Yahoo Finance anchor Alexis Christoforous to weigh in on emerging markets and the administration’s cyber security push. Click Here for video

August 25

Jackson Hole – What markets have priced in

All eyes on Jackson hole and Jay’s next move.

August 22

What Kabul means for U.S. markets

By David Nelson, CFA CMT Friday’s feel-good rally wasn’t enough to keep the major indices from slipping into the red for the week. The tragic scenes in Kabul, mounting foreign policy challenges for the President along with a wave of economic data less than ideal proved too much for stocks as investors dialed back exposure. […]