Category Archives: Politics

April 10

The China Syndrome

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By David Nelson, CFA Ukraine – The fight for survival and the horrors of a conflict half a world away hasn’t been lost on equity markets. Stocks were challenged even before the invasion as the Fed was preparing to launch an aggressive policy of raising rates while at the same time reducing a massive balance sheet. […]

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March 04

The Cost of Freedom

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By David Nelson, CFA CMT Half a world away freedom is dying tonight. Ukraine citizens represent what America used to be more than a half century ago. I guess the reckless shelling of the Zaporizhzhia nuclear power plant in Lviv was my breaking point forcing me into a Network Character Howard Beale moment screaming “I’m […]

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February 24

Investors brace for a correction

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By David Nelson, CFA CMT Monday looks to open the same way Friday closed, only worse. Fear, confusion combined with valuations in the upper quadrant create a toxic cocktail. Its true stocks don’t live in a vacuum and compared to U.S. treasuries are the better asset class. However, fear authorities are losing their grip on […]

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February 09

Around the world in 69 seconds

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Soundbites from the week focused on Iowa and the coronavirus

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February 01

Around the world in 72 seconds

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Media highlights from a news cycle consumed with the coronavirus

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January 18

Closing out the week at the NYSE

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On the floor with Cheddar hosts Brad Smith and Hope King.

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January 02

Market MVP Award goes to…

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By David Nelson, CFA CMT There’s no other way to put it. 2019 was an extraordinary year some even calling it the GOAT. Sentiment heading into 2020 is a near polar opposite from this time last year. We kicked off 2019 adding to a Christmas eve rally but the sentiment was anything but jubilant. Coming on […]

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December 21

Facebook vs the New York Times

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David and the panel discuss the Facebook’s decision to not fact check political ads.

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December 21

Take on the Debate – Economy for Billionaires

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Weighing in on Democratic Debate in Los Angeles.

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November 25

STOP THE PRESSES!

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By David Nelson, CFA CMT Maybe it’s the fact that former New York City Mayor Mike Bloomberg announced he was joining a crowded Democratic field to run for President. It could be the media is more focused on the Patriots Cowboy Sunday match up or the monster ticket sales for Disney’s long awaited Frozen II. Nevertheless, […]

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