America can’t keep depending on our adversaries like China for mission critical manufacturing needs. It’s not just an economic concern, it’s a national security threat.
Tag Archives: China
August
30
The only thing going up faster than stocks
posted by David Nelson, CFA
By David Nelson, CFA CMT The Bull Case – The only thing going up faster than stocks are earnings. A year ago, 12-month forward earnings were about $150 and today estimates project $211 a near 40% bump. The S&P on a price basis is up 28% and 31% if you count dividends. All during that […]
August
26
The Emerging Market Lie
posted by David Nelson, CFA
David joins Yahoo Finance anchor Alexis Christoforous to weigh in on emerging markets and the administration’s cyber security push. Click Here for video
August
13
US vs China – How bad will it get?
posted by David Nelson, CFA
David joins Fox Business anchor Maria Bartiromo to discuss China and the risks to U.S. investors. It’s worse than you think
August
09
9 Months Later
posted by David Nelson, CFA
By David Nelson, CFA CMT For 9 months the S&P 500 has steadily pushed higher in a relatively tight channel masking the true volatility. Investors spent much of that time rushing from one secular trade to the next trying to decide if the glass was half full or half empty. Of course, 9 months almost to […]
July
28
China – It’s worse than you think
posted by David Nelson, CFA
David joins Bloomberg’s Jon Ehrlichman to weigh in on the recent weakness in Chinese shares.
July
22
Peak Growth – The Movie
posted by David Nelson, CFA
We’re at peak growth right now. The key for investors. What are we slowing down to.
May
10
China – Still a threat
posted by David Nelson, CFA
David joins the Yahoo Finance news panel to weigh in on a growing threat.
May
05
Yellen Walks Back Call On Rates
posted by David Nelson, CFA
David joins Fox Business anchor Maria Bartiromo to discuss recent comments from Secretary of Treasury Janet Yellen.
March
21
The Two Biggest Threats
posted by David Nelson, CFA
David joins Cheddar anchor Brad Smith to weigh in on markets as we close out a volatile week. Click here for video
