Category Archives: Politics

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 […]

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