Tag Archives: Xi

February 04

State of the Market

By David Nelson, CFA With the President’s State of the Union scheduled for Tuesday now seems like a good time to discuss the State of the Market. January was certainly a great way to kick off the year especially on the heels of December, a month most of us would like to forget. Talking points  […]

January 11

Trade War – IP theft goes way beyond the industrial complex

David joins Fox Business anchor Charles Payne to discuss the latest developments on Trade negotiations with China

January 01

2019 – Elephants in the Room

By David Nelson, CFA On the heels of a wild and very dangerous December investors are wondering if this is what we can expect in 2019 or is the worst over and we start rebuilding from here? The final trading days of the month gave investors some relief and while we welcome the rally, there’s […]

December 09

Elvis has left the building

David Nelson, CFA   Elvis fans know the phrase all too well. Hoping for an encore, many would linger long after the concert while announcers gave them the the bad news. Elvis has left the building. Crashing out of the arena Elvis would be whisked away into a fleet of limos with a police escort […]

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 […]

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

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.

July 13

U.S. Proposes New Tariffs

The U.S. ups the ante proposing an additional set of tariffs on $200 Billion of Chinese goods. David joins i24 News anchor Michelle Makori to discuss.