Tag Archives: Donald Trump

September 04

North Korea – Bottom line, we screwed up!

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

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

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

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

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?

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?

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

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

David weighs in on several issues including TPP, Cuba, Iran as well as achievements and failures of the outgoing administration.  

January 09

Where are the bears?

By David Nelson, CFA The battle between Bulls & Bears was raging long before the Buttonwood Agreement was signed by 24 brokers in 1792 looking to establish a commission rate to charge clients. Some consider the event the early beginnings of the New York Stock Exchange. Most investors know the long term prevailing trend for […]