Articles By This Author

Google wants to get back into China

Google making efforts to get back into China and launch a censored search engine but pulls out the Maven project with the U.S. military

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Strong Jobs Market – What does it mean for the Fed?

David joins the panel of Fox Business show Making Money to discuss the July jobs report  

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China has a math problem – i24 News

David weighs in on China’s announcement that China is launching a $60 Billion set of tariffs in response to the administration’s decision to up the ante increasing potential tariff on $200 Billion in Chinese imports from 10% -25%.  

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It’s different this time?

By David Nelson, CFA Facebook’s (FB) blow up as well as Netflix (NFLX) earlier in the month has investors wondering just how much further we can push the growth trade. Over the last decade the spread in performance between growth and value is off the charts. I’ve never seen it this wide in my career. (Close […]

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The only thing worse than an independent Fed

By David Nelson, CFA After 18 months, in office no one should be surprised when President Trump takes to social media to weigh in on any number of taboo topics. He speaks in stream of consciousness weighing in on whatever is in his mind at the moment. The lack of editorial control has forced our […]

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$5 Billion Fine for Alphabet

David weighs in on the EU’s record breaking $5 Billion fine on Alphabet.

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Helsinki

David Joins Fox Business host Trish Regan minutes before the President’s speech.

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BREAKING NEWS!

By David Nelson, CFA In the face of an endless wave of BREAKING NEWS banner headlines, U.S. markets put in a strong week adding to July gains. Closing at levels near resistance, stocks are within ear shot of challenging the highs earlier this year. The threatened tariffs on an additional $200 Billion in Chinese imports […]

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