Tag Archives: MARKETS

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 […]

October 13

Highlights from a week to forget

In a week most investors would like to forget David sits for several interviews to discuss.

September 10

Assets vs Liabilities

By David Nelson, CFA Assets vs Liabilities – On one side of the market balance sheet we have a wave of strong economic data confirming earnings year to date. It’s not only the bottom line showing strength but top line performance is robust, a dynamic we haven’t seen for some time. Remember, there’s a lot […]

May 25

The tide doesn’t lift all boats

David joins the panel on the Charles Payne show.

May 17

The Elephant in the Room – The Movie

Covered a lot of ground this morning from BNN anchor Jon Ehrlichaman. Markets, trade, valuation and where I’ve placed my bets. Click Here for video

March 16

Senate rolls back Dodd Frank

David weighs in on a late breaking story as the Senate rolls back Dodd Frank.

February 11

Media Highlights – Rocky Markets & Rocket Launch

Media highlights from a violent week in the market along with a spectacular launch by SPACEX

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 […]

September 11

Clear Skies or Eye of the Storm

Irma – Eye of the Storm By David Nelson, CFA Investors have been forced to accept sloppy performance from U.S. equities over the last few weeks. While positive on a trailing 1 month basis rallies have given way to quick pullbacks as momentum fades. We’ve had no shortage of bad news as investors cope with […]

September 06

North Korea – Clear & Present Danger

David joins the panel hosted by Fox Business anchor Trish Reagan to discuss the North Korean threat.