Category Archives: Politics

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 […]

May 07

Stock Market Purgatory – Living Between Heaven & Hell

By David Nelson, CFA Caught in a world between Heaven and Hell investors have struggled with a market that’s always a headline or tweet away from a 500-point down day. As simple as it sounds, heaven is defined as the S&P 500 breaking above the downtrend drawn from the all-time high of 2873. For the […]

April 25

Tech & Earnings – Interview with Maria Bartiromo

David joins Fox News anchor Maria Bartiromo to discuss Apple, Facebook and the impact Washington will have on Technology.

April 16

Geopolitical vs Earnings – Markets react to both

Investors are forced deal with a news cycle that doesn’t let up