By David Nelson & ChatGPT Fade in applause Jerry on stage JERRY What’s the deal with March Madness in the stock market? I mean, one minute we’re cruising down the highway and the next minute we hit a pothole the size of Texas. And what do we do when we hit that pothole? We start […]
Tag Archives: Donald Trump
September
04
North Korea – Bottom line, we screwed up!
posted by David Nelson, CFA
By David Nelson, CFA Bottom line we screwed up. Every President since Reagan bears responsibility for North Korea. Each passed it on to their successor and now President Trump is clearly facing a series of decisions that will likely define his presidency. The administration has repeatedly said all options are on the table. It’s pretty […]
March
28
Looking Beyond the Trump Trade
posted by David Nelson, CFA
David joins CNBC anchor Kelly Evans to discuss the so called Trump trade. Stocks mentioned include JPM, BAC and NUE.
February
23
Olive oil & the economy
posted by David Nelson, CFA
David joins host Michelle Makori to discuss olive oil and the economy. That’s how we started off but eventually got to more important issues like the Fed, tax reform and other issues important to investors.
February
19
I’m getting worried because I’m running out of things to worry about
posted by David Nelson, CFA
By David Nelson, CFA “Markets climb a wall of worry.” It’s a phrase used to describe market rallies in the face of rising investor concern. Wall Street and the media have hundreds of these phrases to put into a few words complex interrelationships that ask the near impossible of investors. Make a binary decision based […]
February
12
The Border Tax
posted by David Nelson, CFA
By David Nelson, CFA Last week was another reminder that the order in which President Trump attacks his agenda is very much on the mind of both institutional and retail investors. In my end of January article Trumped Up Market I discussed the direct parallel of market performance to the rollout of administration policy. [“Obviously, […]
February
08
The Trump Trade – Is it over?
posted by David Nelson, CFA
David joins anchor Alexis Christophorous along with CIO of Hennion & Walsh and Chris Whalen head of research at Kroll bond rating agency to discuss several initiatives from the Trump administration along with the outlook for markets.
February
03
Trump & the Fed – Is Yellen on the way out?
posted by David Nelson, CFA
David shares his take on Trump’s view of the Fed and the odds of Yellen giving up the Chair.
February
03
Uber CEO pulls out of Trump Advisory Council
posted by David Nelson, CFA
David joins the CBS News team to discuss Uber CEO Travis Kalanick’s decision to pull out of President Trump’s Advisory Council.
January
16
Transition of Power
posted by David Nelson, CFA
David weighs in on several issues including TPP, Cuba, Iran as well as achievements and failures of the outgoing administration.
DAVID NELSON, CFA 