By David Nelson, CFA US-China relations are once again center stage, as a congressional hearing Thursday highlighted the deepening concern that China’s reach into our society isn’t only harmful but a threat to national security. Sitting before members of the House, TikTok CEO Shou Zi Chew was grilled for hours by both Republicans and Democrats attempting […]
Tag Archives: Xi
August
22
The Jackson Hole Zoo
posted by David Nelson, CFA
By David Nelson, CFA CMT Wall Street has always had a passion for animals. Throughout history market and monetary policy sentiment has been represented by all sorts of creatures including bulls, bears, doves, hawks and of course the dreaded black swan. This year the zoo animals have been particularly active. At the start of the […]
November
25
STOP THE PRESSES!
posted by David Nelson, CFA
By David Nelson, CFA CMT Maybe it’s the fact that former New York City Mayor Mike Bloomberg announced he was joining a crowded Democratic field to run for President. It could be the media is more focused on the Patriots Cowboy Sunday match up or the monster ticket sales for Disney’s long awaited Frozen II. Nevertheless, […]
September
08
Jobs Friday
posted by David Nelson, CFA
David joins Yahoo Finance anchors Alexis Christophorous and Brian Sozzi along with Nuveen Chief Equity Strategist Bob Doll to discuss Friday’s jobs report.
September
04
Trade hits the homeland
posted by David Nelson, CFA
David weighs in on this week’s ISM numbers along with the latest on trade.
July
01
Where’s the Beef?
posted by David Nelson, CFA
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 […]
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 […]
DAVID NELSON, CFA 