China | DAVID NELSON, CFA

November 01

What is China Exporting Now?

By David Nelson, CFA CMT Wikipedia refers to Mao Zedong founding father of the People’s Republic of China as one of the most important individuals of the twentieth century. As chairman of the Chinese Communist Party, he established the PRC in 1949 leading a repressive regime where as many as 20 million died during the cultural […]

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October 20

The New Cold War!

posted by David Nelson, CFA

Taiwan is likely lost already. The political appetite to defend doesn’t exist. The good news is we are starting to bring supply chains home.

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September 01

It’s a national security threat

posted by David Nelson, CFA

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.

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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 […]

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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

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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

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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 […]

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