Articles By This Author
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 […]
Soundbites
David weighs in on some of the pressing issues investors are facing just in front of the Fed’s Jackson Hole Retreat.
Calling it the I.R.A. is an Insult
By David Nelson, CFA The Inflation Reduction Act of 2022 has passed the Senate with a tie breaking vote from Vice President Kamala Harris. Democrats have been desperate to put some points on the board and the secret negotiations between Senator Joe Manchin and Majority leader Chuck Schumer pushed the bill closer to the finish […]
Market Trap?
David joins Fox Business host Charles Payne and Strategic Wealth Partners CEO Mark Tepper to discuss the recent rally in risk assets
ChipGate
David joins the National Report to discuss the Senate Semiconductor bill and insider trading by members of Congress
Are we in recession or not?
By David Nelson, CFA CMT The administration, the press and some leading economists are having trouble with the term recession and its definition. So much so that it’s sparked a raging political debate with each side accusing the other of misleading the American people. It doesn’t matter what talking heads including yours truly think. The American people […]
We the People
By David Nelson, CFA CMT Congress is close to passing a $52 Billion subsidy for the Chip industry to on shore semiconductor manufacturing here in the United States. Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it […]
Growth at the Right Price
David joins Fox Business anchor Charles Payne to discuss earnings and the latest economic news.