Tag Archives: Trump

October 20

Football – Fusion GPS etc.

David weighs in on Football, Fusion GPS and healthcare.  

October 12

NAFTA Negotiations – Another Fork in the Road

David joins i24 News anchor Michelle Makori to discuss NAFTA negotiations. The administration tries another path.

October 12

Set-up for Banks – NAFTA & more

Just before JPM and C released earnings. –

October 11

White House Press Briefing – Weighing In

Weighing in on a number of issues following the White House Press Briefing with Trish Regan on Fox Business.

October 11

Rex Tillerson – My Take following White House Press Brief

I discuss the White House Q&A regarding the Secretary of State with Fox Business anchor Trish Regan.

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 […]

October 02

What if Tax Reform Doesn’t Pass?

By David Nelson, CFA Markets are beginning to price in the potential for tax reform and in particular some level of repatriation of corporate cash held offshore. Therein lies the opportunity and of course the danger. Stocks are discounting system and in today’s machine trading, fast paced algo driven markets, stocks will likely hit targets […]

September 28

More on Tax Reform – i24 News

Finishing up a day of several news appearances David joins i24 News Anchor to discuss the tax reform package.

September 28

Tax Reform – The Litmus Test

David joins CBS News anchor Reena Ninan to discuss the President’s address announcing the GOP Tax Reform Package.

September 28

Bless me Father for I have sinned…

By David Nelson Bless me Father for I have sinned. I can’t remember my last confession. They say confession is good for the soul so maybe this post can act as my written document to the almighty. After a week of putting pen to paper responding to stories of the day I felt I was […]