Category Archives: Politics

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.

June 17

Trade War – China vs the U.S.

David joins Ambassador Marc Ginsberg i24 News anchor Michelle Makori to discuss the latest on trade negotiations with China.

June 12

Strong Defense Got Us to the Table and Strong Defense Will Keep the Peace

David joins columnist Jake Novak and i24 News anchor Michelle Makori to discuss the latest news from Singapore regarding the historic meeting of a sitting U.S. President with North Korea’s Kim Jong Un

June 11

Emerging Market Contagion Could Reach Our Shores

By David Nelson, CFA Risk assets put in a strong showing last week despite rising concerns over trade. Going into the G7 Summit, tensions were high and with the President rejecting a joint communique on the heels of a harshly worded statement from Trudeau, it’s a dynamic that isn’t likely to end soon. They only […]

June 04

Best Place to Invest

David joins CNBC anchor Brian Sullivan to discuss geopolitical events weighing on the market

June 03

IT’S NOT THE ECONOMY STUPID!

By David Nelson, CFA If markets were focused on the U.S. economy, we would have already broken out to new highs. Friday’s employment report along with other economic data confirms the U.S. economy is on solid footing. So much so the Atlanta Fed is boosting GDP for the quarter up to 4.7%. Geo-political headlines dominate […]

June 03

Jobs Jobs Jobs

Good news on jobs is good news period. Shouldn’t be a partisan issue.

May 13

The Elephant in the Room

By David Nelson, CFA With earnings in the rear-view mirror what will be the next catalyst to drive returns? Last week’s performance was the best since March and for you stock chart jockeys a breakout above the descending trend line drawn from the highs of January. All in, the earnings season was about as good […]