Author Archives: David Nelson, CFA

December 09

Recession Obsession

3 Stocks to Recession Proof Your Portfolio – Motley Fool Gazing into the Recession Crystal Ball – Reuters Goldman says private equity clients see a recession – Business Insider The Next Recession May Come by Stealth – Forbes By David Nelson, CFA The headlines above were just what you’d expect last December when stocks were […]

December 02

2020 – The Road Ahead

By David Nelson, CFA CMT After a very strong 2019 and 2020 just around the corner investors want to know if there’s enough fuel for the next leg of the journey. At the tail end of last year investor fear was fueled by a Fed seemingly on automatic pilot determined to normalize rates regardless of […]

November 29

CAPEX on the Decline

David weighs in on the latest data showing CAPEX in decline

November 29

Listen to the Market

David sits down with Fox Business News anchor Charles Payne to discuss the latest round of earnings and economic data

November 25

STOP THE PRESSES!

By David Nelson, CFA CMT Maybe it’s the fact that former New York City Mayor Mike Bloomberg announced he was joining a crowded Democratic field to run for President. It could be the media is more focused on the Patriots Cowboy Sunday match up or the monster ticket sales for Disney’s long awaited Frozen II. Nevertheless, […]

November 24

Hong Kong Bill Goes to the President’s Desk

Strong bipartisan support for Hong Kong bill as it passes both houses of Congress

November 24

Future of the Mall

Carl Icahn makes a $400 Million wager

November 24

Soundbites from the week

Hong Kong, Home Depot, Lowes and the FOMC top the list of this week’s topics

November 24

Hong Kong Bill Heads to Trump

David joins i24News anchor Michelle Makori to discuss the latest on Hong Kong and the bill passed by both the House and Senate heading to the desk of the President.

November 14

Political Labeling of Companies & Potential Risk to Investors

David joins CNBC anchors Bill Griffeth and Sue Herera on the National Biz Report NBR to weigh in on the unrest in Hong Kong and the political labeling as companies are being forced to choose sides.