March 02

India – Pakistan + 300 Nukes

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No one seems concerned about two countries w/ 300 nukes, 6000 tanks, 1500 war planes and 2 million soldiers knocking heads. Maybe something more important to worry about than Smollett or Cohen $SPY

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February 25

Trump delays China tariffs – Latest on trade negotiations

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David joins Fox Business anchor Lauren Simonetti to discuss Trump’s delay on tariffs as well as security concerns our intelligence community has regarding Chinese telecommunications giant Huawei.

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February 24

There’s a lot of good news priced into the market

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David tells Bloomberg host Jon Ehrlichman “there’s a lot of good news priced into this market”

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February 24

Europe and China Weigh on U.S. Markets

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David joins Fox Business anchor Charles Payne to discuss the latest on trade negotiations.

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February 24

Bernie Enters the Race

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Bernie Sanders enters a crowded field. Economists getting out their calculators.

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February 23

Stock Buybacks Do Nothing for Sales or Income – just EPS

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$SPYB – Companies mortgage their future to goose the bottom line

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February 18

What does victory look like?

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By David Nelson, CFA Another very strong week for stocks on the heels of comments from the White House and China that trade negotiations are going well. This puts us right up to the break-out point and triple top established during the October – November time frame. In addition, a reverse head and shoulders pattern […]

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February 17

Buybacks in focus on Capital Hill

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David says the reason companies buyback stock are a lot more “sinister.”

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February 12

Dinosaurs of the Dow

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David goes on Public TV to discuss why stocks kicked out of the Dow Jones Industrial Average do so well.

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February 09

BEZOS TO NEW YORK – “It’s not personal…it’s strictly business”

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By David Nelson, CFA After waves of protests Amazon (AMZN) executives are re-evaluating plans to put a campus in New York City. The original plan called for 25,000 jobs in Long Island City and an investment of about $2.5 Billion. Political opponents of the plan have forced a sudden change of heart among company executives. […]

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