August 27

Politics – David Nelson Highlight Reel

posted by

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

Fed Keeps Moving the Goal Posts

posted by

By David Nelson, CFA Investors understand markets are discounting mechanism that look to perceived future cash flows to price an asset today. It doesn’t matter what the asset is, stocks, bonds, real estate or even art. All are subject to the financial laws of nature. Art doesn’t generate income at least not until it is […]

»»
September 21

It wouldn’t take much to light the fuse

posted by

Yesterday Nancy and I Yesterday with Fox Business anchor Charles Payne and Nancy Tengler CIO Laffer Tengler Investments. We covered a lot of ground all leading up to today’s FOMC decision.

»»
September 19

Fed Soft Landing – All we need is a miracle

posted by

By David Nelson, CFA CMT January 15, 2023 will be the 14th anniversary of the Miracle on the Hudson. Shortly after taking off from LaGuardia airport Captain Chesley “Sully” Sullenberger and Co-pilot Jeff Skiles glided a powerless Airbus A320 to a safe landing on New York’s Hudson River. Flight 1549 experienced a bird strike that […]

»»
September 11

Talking Points MWM

posted by

David weighs in on several stories hitting the tape including censorship, section 230 and the Fed.

»»
September 11

Mornings with Maria – Europe

posted by

David joins Fox Business Anchor Maria Bartiromo

»»
August 29

The Fed needs a new mandate

posted by

By David Nelson, CFA The Fed cannot and will not deliver on the goals laid out by Fed Chair Jay Powell in his opening remarks at Jackson Hole. The long-term target of 2% inflation is not achievable. Monetary policy on its own isn’t enough to bring down inflation expectations and deliver on the Fed’s principal […]

»»
August 22

The Jackson Hole Zoo

posted by

By David Nelson, CFA CMT Wall Street has always had a passion for animals. Throughout history market and monetary policy sentiment has been represented by all sorts of creatures including bulls, bears, doves, hawks and of course the dreaded black swan. This year the zoo animals have been particularly active. At the start of the […]

»»
August 21

Soundbites

posted by

David weighs in on some of the pressing issues investors are facing just in front of the Fed’s Jackson Hole Retreat.

»»
August 08

Calling it the I.R.A. is an Insult

posted by

By David Nelson, CFA The Inflation Reduction Act of 2022 has passed the Senate with a tie breaking vote from Vice President Kamala Harris. Democrats have been desperate to put some points on the board and the secret negotiations between Senator Joe Manchin and Majority leader Chuck Schumer pushed the bill closer to the finish […]

»»
August 04

Market Trap?

posted by

David joins Fox Business host Charles Payne and Strategic Wealth Partners CEO Mark Tepper to discuss the recent rally in risk assets

»»