By David Nelson, CFA In the face of an endless wave of BREAKING NEWS banner headlines, U.S. markets put in a strong week adding to July gains. Closing at levels near resistance, stocks are within ear shot of challenging the highs earlier this year. The threatened tariffs on an additional $200 Billion in Chinese imports […]
Tag Archives: Economy
July
09
Value Stocks are Killing Your Performance
posted by David Nelson, CFA
By David Nelson, CFA In a shortened holiday week U.S. large caps managed to put in their first positive performance in the last four despite the Friday launch of $34 Billion in tariffs on China with a reciprocal move by Beijing. The strongest performance came on Friday just hours after both sides pulled the trigger […]
June
28
Q2 Earnings could make or break the year
posted by David Nelson, CFA
Click here for video David joins BNN Bloomberg anchor Jon Erlichman to discuss his article on market divergence and the importance of Q2 earnings.
June
25
What keeps me up at night
posted by David Nelson, CFA
By David Nelson, CFA Increased volatility and reversion to the mean have played a big role in 2018. Despite concerns surrounding trade and struggling international markets abroad, indices attached to U.S. equity have largely held up. Never the less, a number of red flags keep popping up forcing equity managers to at least ask the […]
June
21
GE – The Final Insult
posted by David Nelson, CFA
After more than a century in the Dow GE is gone…
June
21
Trade War – An Olive Branch from Europe
posted by David Nelson, CFA
David joins i24 News anchor Michelle Makori to discuss recent developments breaking in the EU regarding trade in the auto sector.
June
21
The Crowded Trade
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne to discuss what he calls a crowded trade. The new Nifty Fifty.
June
17
Trade War – China vs the U.S.
posted by David Nelson, CFA
David joins Ambassador Marc Ginsberg i24 News anchor Michelle Makori to discuss the latest on trade negotiations with China.
June
12
Don’t Go to College!
posted by David Nelson, CFA
Should you go to college right out of high school?
June
12
Strong Defense Got Us to the Table and Strong Defense Will Keep the Peace
posted by David Nelson, CFA
David joins columnist Jake Novak and i24 News anchor Michelle Makori to discuss the latest news from Singapore regarding the historic meeting of a sitting U.S. President with North Korea’s Kim Jong Un
