Tag Archives: Economy

October 16

Stock Market Crash October 1929, October 1987, October 20??

By David Nelson, CFA With the 30th anniversary of the 1987 stock market crash just around the corner, Thursday to be exact, it will be hard to not reflect on a day that saw the DOW fall a staggering 22.6% in a single session. Many of us weren’t even trading the market in 87. As […]

October 12

Set-up for Banks – NAFTA & more

Just before JPM and C released earnings. –

October 09

Two Things Driving Markets to All-Time Highs

By David Nelson, CFA For most of the last 18 months it’s paid to be tilted toward the reflation trade with overweights’ in financials, tech and industrials. As tax reform made its way back into the news cycle yields started to return to the upper end of the trading range and despite a legislative goose […]

October 08

On Air Highlights for the Week – EFX, WFC, Buffett

Short clips from the week touching on stocks the economy and Buffett  

October 02

What if Tax Reform Doesn’t Pass?

By David Nelson, CFA Markets are beginning to price in the potential for tax reform and in particular some level of repatriation of corporate cash held offshore. Therein lies the opportunity and of course the danger. Stocks are discounting system and in today’s machine trading, fast paced algo driven markets, stocks will likely hit targets […]

September 28

More on Tax Reform – i24 News

Finishing up a day of several news appearances David joins i24 News Anchor to discuss the tax reform package.

September 28

Tax Reform – The Litmus Test

David joins CBS News anchor Reena Ninan to discuss the President’s address announcing the GOP Tax Reform Package.

September 25

Fed Trek – The Great Unwind

By David Nelson, CFA [These are the voyages of the Federal Reserve. Its five-year mission: to unwind a massive balance sheet, to seek out inflation and low unemployment, to boldly go where no man has gone before.] There was no shortage of news last week as the S&P 500 closed at another all-time high. Kim […]

September 24

North Korea – When Will Markets Care?

David joins the FBNAM news team to discuss the latest threat from North Korea.  

September 19

Fed Decision on Deck

Less than 50% of economists are expecting another hike this year. David says the focus of the September meeting will be the $4.5 Balance sheet.