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
The train has left the station
posted by David Nelson, CFA
Today’s #FED decision and the my take on the new $XLC etf
September
24
The trend is your friend until it punches you in the mouth
posted by David Nelson, CFA
New ETFs like $XLC is big money to providers as investors scramble to jump on board a train that left the station a long time ago.
September
24
Friday Night Soundbites
posted by David Nelson, CFA
David bounces from network to network to weigh in on Washington & Wall Street
September
13
Morning’s with Maria interview – Trade and Tech Threat
posted by David Nelson, CFA
David joins Fox Business anchor Maria Bartiromo to discuss the latest on trade and technology
September
10
Assets vs Liabilities
posted by David Nelson, CFA
By David Nelson, CFA Assets vs Liabilities – On one side of the market balance sheet we have a wave of strong economic data confirming earnings year to date. It’s not only the bottom line showing strength but top line performance is robust, a dynamic we haven’t seen for some time. Remember, there’s a lot […]
September
09
Jobs – Wage Growth is Finally Here
posted by David Nelson, CFA
With wage growth hitting 2.9% year on year some are asking if this will force the Fed’s hand.
September
06
Washington vs Tech
posted by David Nelson, CFA
“Some of these companies are almost a nation unto themselves with massive war chests to lobby on their behalf…
September
06
NY Times Op-Ed & Emerging Markets try to derail the market
posted by David Nelson, CFA
An anonymous op-ed from the New York Times hit at the same time emerging markets faced increased pressure from falling currencies. At least for a day markets yawned.
September
03
Emerging Markets and the Black Swan
posted by David Nelson, CFA
By David Nelson, CFA With good reason to celebrate investors headed to the beaches Friday on the heels of another strong month for U.S. markets. The lack of any meaningful reaction following a missed deadline for NAFTA and a full court press from the administration threatening additional tariffs on $200 Billion in Chinese imports shows investors […]
September
02
Consumer Confidence hits an 18-year high
posted by David Nelson, CFA
It’s not just GDP hitting 4.2% or the fact that Consumer Confidence just hit an 18-year high…
