Category Archives: Politics

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

July 13

U.S. Proposes New Tariffs

The U.S. ups the ante proposing an additional set of tariffs on $200 Billion of Chinese goods. David joins i24 News anchor Michelle Makori to discuss.

July 13

Pfizer cancels drug price hike

David weighs in on drug giant Pfizer’s cancellation of its recent hike in drug prices

June 21

Trade War – An Olive Branch from Europe

David joins i24 News anchor Michelle Makori to discuss recent developments breaking in the EU regarding trade in the auto sector.

June 21

The Crowded Trade

David joins Fox Business anchor Charles Payne to discuss what he calls a crowded trade. The new Nifty Fifty.