Tag Archives: Economy

December 09

Elvis has left the building

David Nelson, CFA   Elvis fans know the phrase all too well. Hoping for an encore, many would linger long after the concert while announcers gave them the the bad news. Elvis has left the building. Crashing out of the arena Elvis would be whisked away into a fleet of limos with a police escort […]

November 29

GM – We want our money back

David weighs in on GM’s decision to close several plants and reduce salaried workforce by 15%

November 29

Fed Blinks

David joins CNBC host Brian Sullivan to discuss the Fed Chair Powell’s speech at the New York Economic Club  

November 26

Policy Mistake

By David Nelson, CFA Thanksgiving wasn’t enough to attract the bulls as the shortened holiday week saw additional selling setting up a retest of the October lows. There was no single catalyst but the continued selloff in oil was notable as crude touched the lowest levels in more than a year. Economists and portfolio managers […]

November 19

Did the Fed Blink?

2 Doves and a Hawk walk into a Bar… “The US does not live in a vacuum” $TLT $SPY $NVDA $AMAT

November 12

Are earning’s estimates starting to rollover?

By David Nelson, CFA With a few unresolved close calls in some of the key battleground states, Election results came in as expected. The consensus outcome prevailed with Democrats retaking the house and Republicans holding on to the Senate. There are several issues that enjoy bi-partisan support including infrastructure and the lowering of drug prices […]

November 10

Elections Have Consequences

The Day After $XLF $SPY $LMT #economy #MaxineWaters

November 10

Election Day

David joins Fox Business anchor Charles Payne on Election Day to discuss potential outcomes

November 05

Stuck Between the Fed and a Hard Place

By David Nelson, CFA On the heels of a bruising month, markets around the world put in a strong week with some of the hardest hit in Asia leading the way. There were a number factors leading the rebound including a bounce from oversold levels, short covering and some confusion surrounding potential trade talks with […]

November 04

Apple takes a bite out of the market

$AAPL #Fed #Economy