Tag Archives: Trump

August 15

NOKO!

Quick hit from earlier today to discuss retail and North Korea.  

August 13

Something more frightening to investors than North Korea

By David Nelson, CFA On the heels of an excellent earnings season strategists from Merrill Lynch to Goldman are discussing the disappointing price performance of stocks that beat expectations. A sell the news mentality has been the driving force as traders and algo driven machines exited positions stepping aside hoping for a better entry point. […]

August 09

North Korea & Your Money

On set with CNBC anchors Melissa Lee and Brian Sullivan. Why don’t markets care?

July 04

Zero Sum Game – CNBC

David joins CNBC anchors Bill Griffeth and Kelly Evans to discuss stocks that can work for the second half.  

June 14

Public – Private Partnerships can help put unemployed back to work

David Nelson joins host Geri Willis to discuss the President’s apprenticeship program. “I applaud the effort but it is not enough…”

June 09

Trump to Privatize Air Traffic Control – Bring It On!

By David Nelson, CFA I’m at 33,000 feet aboard Jet Blue’s flight from JFK to Albuquerque New Mexico. After sitting on the taxi way number 26 for take-off and a 90 minute delay I thought the timing was perfect to put together some talking points regarding the President’s proposal to move Air Traffic Control from […]

May 30

Bonds Aren’t Following the Bull Market Script

By David Nelson, CFA With equity markets (SPY) at all-time highs investors are searching for any signal that could give them an advance warning to pull the rip cord. Even in the face of a paralyzed Washington traders have stepped in to buy each and every dip. Tax reform and other market friendly initiatives have […]

May 22

The Greatest Show on Earth

By David Nelson, CFA After 146 years the Greatest Show on Earth Ringling Bros. took its final bow. The lions, tigers and bears along with an army of circus performers and technicians end a tradition that first had its roots in 1871 under showman P.T. Barnum. Don’t worry circus fans. Thrills still await just east […]

May 11

Trump Fires Comey – France 24 Debate

David joins a distinguished panel in Paris via satellite from New York to discuss the President’s firing of FBI Director James Comey

May 02

United CEO on Capital Hill – Time for a little common sense

David says it is time for a little common sense at the airlines. Fixing the problem is easier than you think.