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 […]
Tag Archives: Xi
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 […]
December
09
Elvis has left the building
posted by David Nelson, CFA
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?
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
posted by David Nelson, CFA
David joins Fox Business anchor Maria Bartiromo to discuss the latest on trade and technology
