Author Archives: David Nelson, CFA

May 15

China – Deal or No Deal?

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

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

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!

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!

David joins the i24News team to discuss Tesla’s Elon Musk as well as the latest on earnings.

April 27

Amazon’s Trojan Horse

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

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?

David sits down with former White House Trade economist Phil Levy along with host Julie Hyman and Scott Gamm.

April 20

Money Never Sleeps – More Healthcare Concerns

April 20

Healthcare Free Fall

David sits down with Fox Business anchor Charles Payne to discuss the recent carnage in the healthcare sector along with the latest developments on Boeing.