Tag Archives: Economy

September 26

Fed Keeps Moving the Goal Posts

By David Nelson, CFA Investors understand markets are discounting mechanism that look to perceived future cash flows to price an asset today. It doesn’t matter what the asset is, stocks, bonds, real estate or even art. All are subject to the financial laws of nature. Art doesn’t generate income at least not until it is […]

September 21

It wouldn’t take much to light the fuse

Yesterday Nancy and I Yesterday with Fox Business anchor Charles Payne and Nancy Tengler CIO Laffer Tengler Investments. We covered a lot of ground all leading up to today’s FOMC decision.

September 19

Fed Soft Landing – All we need is a miracle

By David Nelson, CFA CMT January 15, 2023 will be the 14th anniversary of the Miracle on the Hudson. Shortly after taking off from LaGuardia airport Captain Chesley “Sully” Sullenberger and Co-pilot Jeff Skiles glided a powerless Airbus A320 to a safe landing on New York’s Hudson River. Flight 1549 experienced a bird strike that […]

September 11

Talking Points MWM

David weighs in on several stories hitting the tape including censorship, section 230 and the Fed.

September 11

Mornings with Maria – Europe

David joins Fox Business Anchor Maria Bartiromo

August 08

Calling it the I.R.A. is an Insult

By David Nelson, CFA The Inflation Reduction Act of 2022 has passed the Senate with a tie breaking vote from Vice President Kamala Harris. Democrats have been desperate to put some points on the board and the secret negotiations between Senator Joe Manchin and Majority leader Chuck Schumer pushed the bill closer to the finish […]

August 04

Market Trap?

David joins Fox Business host Charles Payne and Strategic Wealth Partners CEO Mark Tepper to discuss the recent rally in risk assets

August 04

ChipGate

David joins the National Report to discuss the Senate Semiconductor bill and insider trading by members of Congress

July 25

We the People

By David Nelson, CFA CMT┬áCongress is close to passing a $52 Billion subsidy for the Chip industry to on shore semiconductor manufacturing here in the United States. Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it […]

July 20

Growth at the Right Price

David joins Fox Business anchor Charles Payne to discuss earnings and the latest economic news.