Tag Archives: BNN

April 18

Rethinking 60-40 the movie

David joins Bloomberg BNN anchor Jon Ehrlichman

March 27

Energy policy needs to pivot quickly

Energy policy needs to pivot quickly. David joins Bloomberg BNN host Jon Erlichman.

March 27

Best offense is a good DEFENSE!

Last time I looked every corner of the planet was geopolitical hotspot.

March 08

Sanctions or Bullets

The market magnet is the mid-point between the dot.com bubble high valuation and the valuation low since, Do the math. $SPY $USO

March 03

Blood & Oil

Every drop of Russian Oil helps pay for the invasion. The achilles heel of sanctions is that it takes too much time. What’s next for the ordinary Russian citizen. Last night on CTV News.

February 25

From Khreshchatyk to Wall Street

David joins the BNN news team to weigh in on the most recent events out of Ukraine and the global market reaction. “Already China has come out willing to blunt any sanctions the west imposes on Russia.”

February 25

Geopolitical Reset

David joins the BNN news team to weigh in on the geopolitical end game for Putin

January 09

Retro Tech

Even in Technology you can find value stocks

January 09

When Valuation Matters

Too many stocks on the Nasdaq have no E in the PE

January 09

The Dot Plots Moved

Post the Fed Minutes the Dot Plots all moved up pointing to March as lift off for Fed Rate Hikes.