Articles By This Author
Fed Trek – The Great Unwind
By David Nelson, CFA [These are the voyages of the Federal Reserve. Its five-year mission: to unwind a massive balance sheet, to seek out inflation and low unemployment, to boldly go where no man has gone before.] There was no shortage of news last week as the S&P 500 closed at another all-time high. Kim […]
Coca Cola – David Goes Up Against Warren Buffett
David joins Canada’s top business news team to talk about areas of the market that he thinks are unattractive.
North Korea – When Will Markets Care?
David joins the FBNAM news team to discuss the latest threat from North Korea.
Fed Decision on Deck
Less than 50% of economists are expecting another hike this year. David says the focus of the September meeting will be the $4.5 Balance sheet.
World Leaders Gather at the UN
David weighs in on the eve of the President’s address to the world body.
Equifax – Can’t put the Genie back in the bottle
David weighs in on the Equifax disaster pointing out that after 143 million American’s data has been compromised it’s too late to put the Genie back in the bottle.
Let the Good Times Roll?
By David Nelson, CFA After a hiccup in August markets have fought off every challenge. From nukes to hurricanes investors have stepped in pushing benchmarks to all-time highs. Given year to date performance throughout the world, geosynchronous growth is an understatement. With the exception of Canada, nearly every market in the world is up in […]