Tag Archives: Economy

September 13

Avoiding the Hangover

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By David Nelson, CFA CMT They say a picture is worth a thousand words. The graphic below tells a lot about the mental state of U.S. investors. No one wants to leave the party but at the same time they don’t want to wake up in the morning with a hangover. In that mindset investors […]

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September 08

Is the Fed losing control?

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David joins Fox Business anchor Charles Payne along with Erin Gibbs to discuss the latest disappointing jobs numbers. David believes the Fed is losing control of the long end of the curve.

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September 07

Job Market Tests Positive

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By David Nelson, CFA CMT Friday’s jobs numbers were disappointing on a lot of levels. It confirmed Delta has started to slow economic activity. Industries on the front lines including airlines, travel and hotels have been first to feel the pain. Leisure and hospitality added nothing and even education came in below expectations. It really […]

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September 01

It’s a national security threat

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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

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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 25

Jackson Hole – What markets have priced in

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All eyes on Jackson hole and Jay’s next move.

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August 22

What Kabul means for U.S. markets

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By David Nelson, CFA CMT Friday’s feel-good rally wasn’t enough to keep the major indices from slipping into the red for the week. The tragic scenes in Kabul, mounting foreign policy challenges for the President along with a wave of economic data less than ideal proved too much for stocks as investors dialed back exposure. […]

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August 13

US vs China – How bad will it get?

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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 12

Delta Headwind

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David goes one on one with Fox Business anchor Charles Payne to discuss the latest on Delta and what it means for your stocks.

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August 12

State of the Markets

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Click Here for David’s latest comments on the Fed, Delta and his favorites stocks.

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