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.
May
20
Casualties of War
posted by David Nelson, CFA
By David Nelson, CFA CMT With the DOW (DJI) 800 points off the highs along with a news cycle that feeds both bulls and bears, I think it’s safe to say the equity backdrop is confused at best. It’s difficult for strategists to suggest full steam ahead with alarm bells going off everywhere even though […]
May
15
China – Deal or No Deal?
posted by David Nelson, CFA
David sits down with Fox Business Anchor Charles Payne and TD Ameritrade’s Senior Equity Strategist Kevin Hincks to weigh in on the latest in market reaction to the China Syndrome
May
11
1 Week in 2 Minutes – China, Trump, Xi
posted by David Nelson, CFA
Highlights from several media appearances in a week that saw a breakdown in China trade negotiations and investor concern mounting on the heels of weak markets around the world.
May
05
The Twilight Zone
posted by David Nelson, CFA
David Nelson, CFA CMT Picture if you will U.S. equity markets tracking a +70% return by Christmas. GDP coming in at 3.2% instead of the usual 2% for the first quarter, non-farm payrolls knocking it out of the park and the ultimate value investor Warren Buffet telling us Amazon (AMZN) is a good fit for […]
April
29
Let’s be careful out there!
posted by David Nelson, CFA
By David Nelson, CFA CMT Despite all the noise about using their new found wealth to expand CAPEX Goldman data points to stock buybacks increasing by 13% to just shy of $1Trillion for 2019. Politics aside CEOs continue to take the easy way out. Readers know my position on buybacks as being overused and often a […]
April
27
Earnings – We’ve been had!
posted by David Nelson, CFA
David joins the i24News team to discuss Tesla’s Elon Musk as well as the latest on earnings.
April
27
Amazon’s Trojan Horse
posted by David Nelson, CFA
David joins Fox Business anchor Maria Bartiromo to weigh in on Amazon’s latest earning’s and big move into another industry.
April
22
Healthcare is hard but it’s even harder when you’re stupid – The Friends of Eddie Coyle
posted by David Nelson, CFA
By David Nelson, CFA CMT While stocks put in an unremarkable performance last week, beneath the surface casualties were mounting on the heels of Presidential hopeful Bernie Sander’s town hall on Fox, where he drove home his message of Medicare for All. Each of us come at this from a different political perspective. Certainly in […]
April
21
Can We Trust the WTO?
posted by David Nelson, CFA
David sits down with former White House Trade economist Phil Levy along with host Julie Hyman and Scott Gamm.
