David joins Fox Business host Charles Payne to discuss the latest on oil markets. “This is the tail end of a near nuclear attack on the U.S. energy complex by a supposed ally Saudi Arabia.”
Tag Archives: Saudi Arabia
March
08
Oil and the Black Swan – Saudi’s go nuclear
posted by David Nelson, CFA
By David Nelson, CFA CMT Investors have spent the last two weeks on a roller coaster as markets attempt to discount the coronavirus outbreak and potential damage to the global economy. With demand slowing it’s not surprising energy markets have been weak but Monday’s price action with crude looking to open down more than 20% […]
November
12
Are earning’s estimates starting to rollover?
posted by David Nelson, CFA
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 […]
June
14
Uber – Who loses the most?
posted by David Nelson, CFA
David joins host Geri Willis to discuss the shakeup at Uber and answers the question Who loses the most?
March
13
Reality Bites! – The End of the Trump Rally?
posted by David Nelson, CFA
By David Nelson, CFA U.S. markets struggled last week closing modestly lower after several weeks of gains. Perhaps it was the exhaustion gap higher following the President’s speech or the building reality that there’s a disconnect between investor perception and the actual timeline of administration proposals. The President has said they are committed to a […]
February
13
Cheap oil is a curse and it’s about to get worse
posted by David Nelson, CFA
For the last year Oil and Stocks have been joined at the hip. It took just a single tweet to push both oil and stocks higher. I’ll admit Jamie Dimon’s purchase of JPM shares helped quite a bit but the story begins and ends with oil. Cheap oil is a blessing when we pull up […]
December
15
Oil & The Black Swan Part 2
posted by David Nelson, CFA
By David Nelson, CFA From the speculative mania of tulip bulbs in 1637 to the Financial Crisis of 2008, unpredictable high profile accidents have taken down investors and sometimes even whole countries. As I said in Part 1 of this series, these events often referred to as a Black Swan are only discoverable looking in […]
December
13
Before the Bell – OPEC (The Emperor Has No Clothes)
posted by David Nelson, CFA
OPEC (The Emperor Has No Clothes) – For decades the United States has lived in fear of OPEC and the power the cartel holds over world energy markets. The 1973 oil embargo marked the beginning of a long-term rise in oil prices which helped fuel an inflationary period that brought our economy to its knees. […]
DAVID NELSON, CFA 