Author Archives: David Nelson, CFA

July 18

Helsinki

David Joins Fox Business host Trish Regan minutes before the President’s speech.

July 15

BREAKING NEWS!

By David Nelson, CFA In the face of an endless wave of BREAKING NEWS banner headlines, U.S. markets put in a strong week adding to July gains. Closing at levels near resistance, stocks are within ear shot of challenging the highs earlier this year. The threatened tariffs on an additional $200 Billion in Chinese imports […]

July 13

Summer Camp for Billionaires

They call the Allen & Company annual outing in Sun Valley a “Summer Camp for Billionaires.”

July 13

NATO – Germany needs to step up

David weighs in on the NATO summit joining Fox News anchor Charles Payne

July 13

U.S. Proposes New Tariffs

The U.S. ups the ante proposing an additional set of tariffs on $200 Billion of Chinese goods. David joins i24 News anchor Michelle Makori to discuss.

July 13

Pfizer cancels drug price hike

David weighs in on drug giant Pfizer’s cancellation of its recent hike in drug prices

July 09

Value Stocks are Killing Your Performance

By David Nelson, CFA In a shortened holiday week U.S. large caps managed to put in their first positive performance in the last four despite the Friday launch of $34 Billion in tariffs on China with a reciprocal move by Beijing. The strongest performance came on Friday just hours after both sides pulled the trigger […]

July 06

Stock Sectors and the Trade War – CNBC

David joins CNBC anchor Brian Sullivan to weigh in on the latest round of tariffs and China’s response. Click here for video on CNBC site

June 28

Q2 Earnings could make or break the year

Click here for video  David joins BNN Bloomberg anchor Jon Erlichman to discuss his article on market divergence and the importance of Q2 earnings.

June 25

What keeps me up at night

By David Nelson, CFA Increased volatility and reversion to the mean have played a big role in 2018. Despite concerns surrounding trade and struggling international markets abroad, indices attached to U.S. equity have largely held up. Never the less, a number of red flags keep popping up forcing equity managers to at least ask the […]