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 […]
Category Archives: Politics
March
21
China Blinks
posted by David Nelson, CFA
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
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne to discuss the latest on trade negotiations.
February
24
Bernie Enters the Race
posted by David Nelson, CFA
Bernie Sanders enters a crowded field. Economists getting out their calculators.
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…
August
12
Let’s Make a Deal – The State of M&A 2018
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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 […]
July
15
BREAKING NEWS!
posted by David Nelson, CFA
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
posted by David Nelson, CFA
They call the Allen & Company annual outing in Sun Valley a “Summer Camp for Billionaires.”
July
13
NATO – Germany needs to step up
posted by David Nelson, CFA
David weighs in on the NATO summit joining Fox News anchor Charles Payne
