Tag Archives: Saudi Arabia

November 22

It’s Complicated

$USO #Saudi Arabia

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 […]

June 14

Uber – Who loses the most?

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?

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

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

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)

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. […]