By David Nelson, CFA CMT Swiss authorities had considered a full nationalization of Credit Suisse Group but it looks like UBS has agreed to an acquisition of the troubled institution at just over $3 billion. Unknown how forceful the persuasive argument was from Swiss authorities but it looks like they will shower UBS with enough […]
Tag Archives: Powell
February
01
The Biggest Risk for the market isn’t the FED!
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne to weigh in on the markets and today’s FOMC decision.
October
03
No one is talking about a soft landing anymore
posted by David Nelson, CFA
By David Nelson, CFA Let’s start the conversation by agreeing we need to cure the cancer of inflation. An unchecked rise in prices spinning out of control helps no one and risks pushing the U.S. economy further into crisis. However, every oncologist knows that administering chemotherapy at a pace beyond what the body can absorb […]
August
29
The Fed needs a new mandate
posted by David Nelson, CFA
By David Nelson, CFA The Fed cannot and will not deliver on the goals laid out by Fed Chair Jay Powell in his opening remarks at Jackson Hole. The long-term target of 2% inflation is not achievable. Monetary policy on its own isn’t enough to bring down inflation expectations and deliver on the Fed’s principal […]
August
22
The Jackson Hole Zoo
posted by David Nelson, CFA
By David Nelson, CFA CMT Wall Street has always had a passion for animals. Throughout history market and monetary policy sentiment has been represented by all sorts of creatures including bulls, bears, doves, hawks and of course the dreaded black swan. This year the zoo animals have been particularly active. At the start of the […]
September
29
Rushing to the other side of the lifeboat
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne and Gary B Smith to weigh in on the recent violent swings in the market
September
26
Tough Love – The Movie
posted by David Nelson, CFA
David joins Yahoo Finance panel including anchors Adam Shapiro, Seana Smith and Stifel Chief Economist Dr. Lindsey Piegza. Click Here for video.
September
07
Job Market Tests Positive
posted by David Nelson, CFA
By David Nelson, CFA CMT Friday’s jobs numbers were disappointing on a lot of levels. It confirmed Delta has started to slow economic activity. Industries on the front lines including airlines, travel and hotels have been first to feel the pain. Leisure and hospitality added nothing and even education came in below expectations. It really […]
September
22
FOMC – Should they or shouldn’t they
posted by David Nelson, CFA
David joins the Fox Business panel to weigh in on the upcoming Fed decision.
June
23
A week in 1 minute 44 seconds
posted by David Nelson, CFA
A week of media filtered down to just one minute and 44 seconds. David sits down with Fox Business anchors Maria Bartiromo, Charles Payne and the i24News team to weigh in on a range of issues from China to the Fed.
DAVID NELSON, CFA 