Tag Archives: Trump

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 […]

November 10

Election Day

David joins Fox Business anchor Charles Payne on Election Day to discuss potential outcomes

November 04

Apple takes a bite out of the market

$AAPL #Fed #Economy

October 14

Market Meltdown – How we got here and the path out

By David Nelson, CFA Wednesday at the NYSE started off like any other. A quiet overnight trading session in S&P futures revealed little about a rush to the exits only hours away.  About 8AM on the heels of negative commentary from LVMH one of Europe’s leading luxury goods makers, action started to increase and by 12PM […]

September 13

Morning’s with Maria interview – Trade and Tech Threat

David joins Fox Business anchor Maria Bartiromo to discuss the latest on trade and technology

September 06

NY Times Op-Ed & Emerging Markets try to derail the market

An anonymous op-ed from the New York Times hit at the same time emerging markets faced increased pressure from falling currencies. At least for a day markets yawned.

August 19

Trump wasn’t in the playbook

David sits down with Fox Business host Charles Payne and former intelligence analyst Morgan Ortagus to discuss a potential new round of trade talks with China

August 08

Trade War – Taking it up a notch

China and the U.S. take it up a notch adding to the list of goods subject to tariffs. What’s the end game? David joins the panel on i24 News to discuss.

August 04

China has a math problem – i24 News

David weighs in on China’s announcement that China is launching a $60 Billion set of tariffs in response to the administration’s decision to up the ante increasing potential tariff on $200 Billion in Chinese imports from 10% -25%.  

July 23

The only thing worse than an independent Fed

By David Nelson, CFA After 18 months, in office no one should be surprised when President Trump takes to social media to weigh in on any number of taboo topics. He speaks in stream of consciousness weighing in on whatever is in his mind at the moment. The lack of editorial control has forced our […]