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.
December
09
Elvis has left the building
posted by David Nelson, CFA
David Nelson, CFA Elvis fans know the phrase all too well. Hoping for an encore, many would linger long after the concert while announcers gave them the the bad news. Elvis has left the building. Crashing out of the arena Elvis would be whisked away into a fleet of limos with a police escort […]
November
29
GM – We want our money back
posted by David Nelson, CFA
David weighs in on GM’s decision to close several plants and reduce salaried workforce by 15%
November
29
Fed Blinks
posted by David Nelson, CFA
David joins CNBC host Brian Sullivan to discuss the Fed Chair Powell’s speech at the New York Economic Club
November
26
Policy Mistake
posted by David Nelson, CFA
By David Nelson, CFA Thanksgiving wasn’t enough to attract the bulls as the shortened holiday week saw additional selling setting up a retest of the October lows. There was no single catalyst but the continued selloff in oil was notable as crude touched the lowest levels in more than a year. Economists and portfolio managers […]
November
22
Durable Goods Orders – Big Miss
posted by David Nelson, CFA
David discusses the big miss in Durable Goods Orders for October
November
22
2 events that could add 1000 points to the Dow
posted by David Nelson, CFA
1000 point move in the #DJIA if either of two events happen
November
22
Self Inflicted Wound
posted by David Nelson, CFA
David explains why the Fed may have gone too far
November
19
Did the Fed Blink?
posted by David Nelson, CFA
2 Doves and a Hawk walk into a Bar… “The US does not live in a vacuum” $TLT $SPY $NVDA $AMAT
November
12
Are earning’s estimates starting to rollover?
posted by David Nelson, CFA
By David Nelson, CFA With a few unresolved close calls in some of the key battleground states, Election results came in as expected. The consensus outcome prevailed with Democrats retaking the house and Republicans holding on to the Senate. There are several issues that enjoy bi-partisan support including infrastructure and the lowering of drug prices […]
