Tag Archives: AMZN

February 03

Coronavirus and the Black Swan

By David Nelson, CFA CMT The coronavirus has its first kill outside of China. The victim who traveled from Wuhan China the center of the deadly outbreak, was hospitalized last week in the Philippines and died after a sudden turn for the worse this weekend. As the number of patients infected by the coronavirus mounts, countries […]

July 28

Biggest Risk for Big Tech…

David joins Fox Business anchor Charles Payne to talk Big Tech

April 27

Amazon’s Trojan Horse

David joins Fox Business anchor Maria Bartiromo to weigh in on Amazon’s latest earning’s and big move into another industry.

January 27

Heads I win, tails you lose

By David Nelson, CFA On the heels of a year most investors would like to forget the first Q4 earnings reports are in with some interesting observations. The most surprising data point this season is the following: Investors are rewarding both positive and negative earnings surprises with higher prices. FactSet data shows companies coming in […]

October 29

Elephant in the Room – The Movie

David sits down with CNBC News anchor Dominic Chu to discuss the market. The Fed is the Elephant in the Room

September 06

Washington vs Tech

“Some of these companies are almost a nation unto themselves with massive war chests to lobby on their behalf…

August 22

Tech Valuations – Does it matter?

David joins Fox Business anchor Cheryl Casone to discuss Tech valuations in front of the longest running bull market on record.  

August 19

Market moves beyond FANG

David weighs in on the latest events shaping the market with Fox Business anchor Charles Payne

June 21

The Crowded Trade

David joins Fox Business anchor Charles Payne to discuss what he calls a crowded trade. The new Nifty Fifty.

April 15

Do we really need the U.S. Post Office

With a $65 Billion loss over the last 10 years it begs the question do we really need a Post Office in the internet age.