Tag Archives: China

November 12

Are earning’s estimates starting to rollover?

By David Nelson, CFA With a few unresolved close calls in some of the key battleground states, Election results came in as expected. The consensus outcome prevailed with Democrats retaking the house and Republicans holding on to the Senate. There are several issues that enjoy bi-partisan support including infrastructure and the lowering of drug prices […]

October 14

Market Meltdown – How we got here and the path out

By David Nelson, CFA Wednesday at the NYSE started off like any other. A quiet overnight trading session in S&P futures revealed little about a rush to the exits only hours away.  About 8AM on the heels of negative commentary from LVMH one of Europe’s leading luxury goods makers, action started to increase and by 12PM […]

October 07

The Thrill of Victory Meets the Agony of Defeat

By David Nelson, CFA Trade and rising interest rates top the list of investor concerns as we kick off the earnings season. Banks take center stage Friday as JPMorgan (JPM), Citigroup (C ) and Wells Fargo (WFC) all report. Last week-long rates breaking to the highest levels since 2011 set the stage for a marked […]

September 13

Morning’s with Maria interview – Trade and Tech Threat

David joins Fox Business anchor Maria Bartiromo to discuss the latest on trade and technology

August 30

What are slumping auto sales saying about the economy?

David sits down with Fox Business host Connell McShane to discuss recent data pointing to a global slump in auto sales.

August 08

Trade War – Taking it up a notch

China and the U.S. take it up a notch adding to the list of goods subject to tariffs. What’s the end game? David joins the panel on i24 News to discuss.

August 04

Google wants to get back into China

Google making efforts to get back into China and launch a censored search engine but pulls out the Maven project with the U.S. military

August 04

China has a math problem – i24 News

David weighs in on China’s announcement that China is launching a $60 Billion set of tariffs in response to the administration’s decision to up the ante increasing potential tariff on $200 Billion in Chinese imports from 10% -25%.  

July 13

U.S. Proposes New Tariffs

The U.S. ups the ante proposing an additional set of tariffs on $200 Billion of Chinese goods. David joins i24 News anchor Michelle Makori to discuss.

July 06

Stock Sectors and the Trade War – CNBC

David joins CNBC anchor Brian Sullivan to weigh in on the latest round of tariffs and China’s response. Click here for video on CNBC site