Category Archives: Politics

September 22

Trade and Politics

All the usual suspects are on investor radar but trade and politics top the list.

September 22

Yahoo Friday

David joins the Yahoo Finance panel to discuss a range of issues on the mind of investors.

September 02

Brexit reminds me of Y2K

David weighs in on the latest suspension of Parliament as the Brexit October 31st deadline approaches

April 14

Round up the usual market suspects

By David Nelson, CFA CMT Captain Renault – “Round up the usual suspects.” – Casablanca The usual market suspects continue to weigh on investor sentiment. Trade talks, slowing global growth, a paralyzed Washington along with an earning’s season most analysts believe will deliver a down year on year bottom-line, has forced many investors to the […]

March 21

China Blinks

David joins i24News anchor Michelle Makori to weigh in on the latest in trade negotiations as well as the Fed’s decision to leave rates unchanged.

February 24

Europe and China Weigh on U.S. Markets

David joins Fox Business anchor Charles Payne to discuss the latest on trade negotiations.

February 24

Bernie Enters the Race

Bernie Sanders enters a crowded field. Economists getting out their calculators.

September 02

Consumer Confidence hits an 18-year high

It’s not just GDP hitting 4.2% or the fact that Consumer Confidence just hit an 18-year high…

August 12

Let’s Make a Deal – The State of M&A 2018

By David Nelson, CFA With over $2.1 Trillion in deals inked so far, 2018 looks to be another record year for M&A. AT&T’s (T) $85 Billion takeout of Time Warner is in the books and Disney (DIS) has beaten out rival Comcast (CMCSA) in their quest for Fox assets. Smaller deals like Express Scripts (ESRX), […]

July 23

The only thing worse than an independent Fed

By David Nelson, CFA After 18 months, in office no one should be surprised when President Trump takes to social media to weigh in on any number of taboo topics. He speaks in stream of consciousness weighing in on whatever is in his mind at the moment. The lack of editorial control has forced our […]