September 28

Tax Reform – The Litmus Test

David joins CBS News anchor Reena Ninan to discuss the President’s address announcing the GOP Tax Reform Package.

September 28

Bless me Father for I have sinned…

By David Nelson Bless me Father for I have sinned. I can’t remember my last confession. They say confession is good for the soul so maybe this post can act as my written document to the almighty. After a week of putting pen to paper responding to stories of the day I felt I was […]

September 25

Fed Trek – The Great Unwind

By David Nelson, CFA [These are the voyages of the Federal Reserve. Its five-year mission: to unwind a massive balance sheet, to seek out inflation and low unemployment, to boldly go where no man has gone before.] There was no shortage of news last week as the S&P 500 closed at another all-time high. Kim […]

September 24

Coca Cola – David Goes Up Against Warren Buffett

David joins Canada’s top business news team to talk about areas of the market that he thinks are unattractive.  

September 24

North Korea – When Will Markets Care?

David joins the FBNAM news team to discuss the latest threat from North Korea.  

September 19

Toys R Us – The end of an era

The once category killer Toys r Us is looks to file for bankruptcy.  

September 19

Fed Decision on Deck

Less than 50% of economists are expecting another hike this year. David says the focus of the September meeting will be the $4.5 Balance sheet.      

September 19

World Leaders Gather at the UN

David weighs in on the eve of the President’s address to the world body.  

September 19

Equifax – Can’t put the Genie back in the bottle

David weighs in on the Equifax disaster pointing out that after 143 million American’s data has been compromised it’s too late to put the Genie back in the bottle.  

September 18

Let the Good Times Roll?

By David Nelson, CFA After a hiccup in August markets have fought off every challenge. From nukes to hurricanes investors have stepped in pushing benchmarks to all-time highs. Given year to date performance throughout the world, geosynchronous growth is an understatement. With the exception of Canada, nearly every market in the world is up in […]