Tag Archives: Xi

March 27

China U.S. Relations – There’s only one way this ends

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 […]

August 22

The Jackson Hole Zoo

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!

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

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

David weighs in on this week’s ISM numbers along with the latest on trade.

July 01

Where’s the Beef?

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

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?

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

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

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 […]