By David Nelson, CFA CMT June was a monster month on the heels of a disappointing May that drove many investors to the sidelines including a few Wall Street legends. Hedge Fund star Stanley Druckenmiller announced he had dumped most of his exposure to stocks shortly after a May 5th tweet from President Trump, raising […]
Tag Archives: Xi
June
17
600 CEOs Demand End to the Trade War
posted by David Nelson, CFA
By David Nelson, CFA CMT Hostage to a news cycle that never ends, investors are forced to digest an endless wave of geo-political events unfolding on nearly every corner of the planet. From an attack in the Gulf of Oman to the riots in Hong Kong, every story seems to add another brick to the […]
May
15
China – Deal or No Deal?
posted by David Nelson, CFA
David sits down with Fox Business Anchor Charles Payne and TD Ameritrade’s Senior Equity Strategist Kevin Hincks to weigh in on the latest in market reaction to the China Syndrome
May
11
1 Week in 2 Minutes – China, Trump, Xi
posted by David Nelson, CFA
Highlights from several media appearances in a week that saw a breakdown in China trade negotiations and investor concern mounting on the heels of weak markets around the world.
April
14
Round up the usual market suspects
posted by David Nelson, CFA
By David Nelson, CFA CMT Captain Renault – “Round up the usual suspects.” – Casablanca The usual market suspects continue to weigh on investor sentiment. Trade talks, slowing global growth, a paralyzed Washington along with an earning’s season most analysts believe will deliver a down year on year bottom-line, has forced many investors to the […]
April
14
China Xi and earnings kickoff – What happens next!
posted by David Nelson, CFA
David joins Maria Bartiromo to weigh in on the earnings kickoff as well as what to expect from President Xi as the trade talks unfold.
February
25
Trump delays China tariffs – Latest on trade negotiations
posted by David Nelson, CFA
David joins Fox Business anchor Lauren Simonetti to discuss Trump’s delay on tariffs as well as security concerns our intelligence community has regarding Chinese telecommunications giant Huawei.
February
04
State of the Market
posted by David Nelson, CFA
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
posted by David Nelson, CFA
David joins Fox Business anchor Charles Payne to discuss the latest developments on Trade negotiations with China
January
01
2019 – Elephants in the Room
posted by David Nelson, CFA
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 […]
