Category Archives: Uncategorized

August 04

Around the World in 2 Minutes – Video Highlights

2 Minutes of video highlights from a week that saw the Fed cut rates for the first time in more than a decade plus increased trade tensions with China as the President threatens tariffs on the bulk of Chinese exports to the U.S.

July 22

Fed & Iran – Which is the market worried about more?

On set with Fox Business host Deidre Bolton to discuss the latest on Iran and the Fed

July 21

Wall of Worry is 21 Miles Wide

By David Nelson, CFA CMT With tensions rising in the Middle East investors are increasingly focused on a waterway only 21 nautical miles wide halfway around the world. The Strait of Hormuz sits strategically between the Gulf of Oman and the Persian Gulf where most estimates point to 1/3 of the world’s sea-borne oil passing […]

July 18

Fed Talk – Should they or shouldn’t they cut rates

David joins panel to discuss Powell and the Fed with i24News anchor Michelle Makori and Yahoo Finance Global Markets reporter Jared Bilkre

July 18

Retail Bonanza

David joins Fox Business anchor Charles Payne to discuss a monster retail sales report.

June 24

The Death of Equities – I Meant Value

By David Nelson, CFA Looks like I’m a day late with CNBC beating me to the punch. Lesson learned. Never sit on a story. Another strong week for markets in part fueled by dovish comments from Fed Chairman Powell. The press conference following the FOMC rate decision was one step this side of a promise […]

June 14

Hong Kong Riots as the World Watches

David joins i24News anchor Michele Makori to discuss…

June 03

Trade War – DEFCON 2

By David Nelson, CFA CMT Friday brought the curtain down on the market’s first negative month of the year and its first down May since 2012. From the President’s first tweet that China was backtracking on commitments already made to late Thursday’s announcement that the administration was putting a 5% tariff on all imports from […]

May 11

1 Week in 2 Minutes – China, Trump, Xi

Highlights from several media appearances in a week that saw a breakdown in China trade negotiations and investor concern mounting on the heels of weak markets around the world.

May 05

The Twilight Zone

David Nelson, CFA CMT Picture if you will U.S. equity markets tracking a +70% return by Christmas. GDP coming in at 3.2% instead of the usual 2% for the first quarter, non-farm payrolls knocking it out of the park and the ultimate value investor Warren Buffet telling us Amazon (AMZN) is a good fit for […]