By David Nelson, CFA The debate over peak inflation and whether it’s arrived or still lies in front of us really doesn’t matter anymore. Whatever metric you’re using, retail giants Target (TGT) and Walmart (WMT) along with a host of other retailers have confirmed our worst fears. It’s worse than we thought (Click on charts […]
Tag Archives: Walmart
April
02
The United States of Amazon
posted by David Nelson, CFA
It’s not often the President and Bernie Sanders are on the same page but both have suggested Amazon is too big. David weighs on the possibility of antitrust action.
February
20
I’m paid to worry – Walmart and rates weigh on the market
posted by David Nelson, CFA
David joins Fox Business anchor Trish Regan to discuss the market’s reaction to Walmart earnings and rates moving higher
September
02
Brands Struggle with Retailers
posted by David Nelson, CFA
According to Buffet the battle between brands and retailers has been going on for decades. David agrees.
August
24
Can Walmart take on Amazon by partnering with Google?
posted by David Nelson, CFA
David weighs in on what may be the deal of the year?
July
24
Amazon – The New Walmart
posted by David Nelson, CFA
By David Nelson, CFA July 5th, 1994. Not exactly a date many would remember. Earlier that year Bill Clinton delivered his first state of the union address. Kurt Cobain, legendary singer of Nirvana commits suicide and O.J. Simpson is accused of a double murder. No, on July 5th deep in the confines of Seattle Washington […]
June
29
This is War! – Walmart takes on Amazon
posted by David Nelson, CFA
Once a critic of Walmart David now defends the company’s efforts in challenging online giant Amazon.
DAVID NELSON, CFA 