Taiwan is likely lost already. The political appetite to defend doesn’t exist. The good news is we are starting to bring supply chains home.
Category Archives: Press Appearance
October
13
Investors will know what to do
posted by David Nelson, CFA
Washington needs to get their act together. David joins anchor Charles Payne to weigh in on recent market volatility.
September
29
Rushing to the other side of the lifeboat
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne and Gary B Smith to weigh in on the recent violent swings in the market
September
27
Tough Love
posted by David Nelson, CFA
By David Nelson, CFA CMT The Fed last week scraped together just enough tough love prove they have investor’s backs on a range of issues. A taper that is likely to be announced in November could easily take until mid-2022 and there is all but a promise of no rate hikes until the end of […]
September
26
Tough Love – The Movie
posted by David Nelson, CFA
David joins Yahoo Finance panel including anchors Adam Shapiro, Seana Smith and Stifel Chief Economist Dr. Lindsey Piegza. Click Here for video.
September
08
Is the Fed losing control?
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne along with Erin Gibbs to discuss the latest disappointing jobs numbers. David believes the Fed is losing control of the long end of the curve.
September
01
It’s a national security threat
posted by David Nelson, CFA
America can’t keep depending on our adversaries like China for mission critical manufacturing needs. It’s not just an economic concern, it’s a national security threat.
August
26
The Emerging Market Lie
posted by David Nelson, CFA
David joins Yahoo Finance anchor Alexis Christoforous to weigh in on emerging markets and the administration’s cyber security push. Click Here for video
August
25
Jackson Hole – What markets have priced in
posted by David Nelson, CFA
All eyes on Jackson hole and Jay’s next move.
