Fed Speak – What Does it Mean for Stocks
http://youtu.be/2EYLPKUibMk David tries to decipher Janet Yellen’s comments from Jackson Hole
Hawks vs Doves – Fed Exit is closer than you think
By David Nelson, CFA Evidence continues to mount supporting my view the Fed is moving to an eventual exit quicker than the street believes. Yesterday’s release of July’s FOMC minutes has to be viewed as hawkish. The only debate is to what degree. I stand by my call that the first hikes will come during […]
Trade War
http://youtu.be/3RDn3WToer8 David shares his views on the Geopolitical and Military Events driving market returns with CNBC hosts Amanda Drury and Brian Sullivan. David answers the question “Which is of more concern to investors, Ukraine or Iraq?
Putin Blinked!
By David Nelson, CFA Geopolitics have kept investors in a defensive posture for most of the year. While the return of U.S. military operations in Iraq will dominate the front page, events in the Ukraine may be of more importance to investors. Journalists have spent much of the year trying to get inside the head […]
Did Putin Blink? – In Depth Interview with CCTV
http://youtu.be/cfL4qDnlLEw David does an in depth interview with CCTV’s Michelle Mikori on the Geo Political Events that have driven markets over the last several weeks.
BAC Settles With Justice – The Movie – Excerpts
http://youtu.be/mozsQnc7Luo David blasts Justice for not going after those who responsible for the financial meltdown.
BAC Settles With Justice – Still No Perp Walks
By David Nelson After the close Wednesday the Wall Street Journal reported Bank of America and Justice were close to a deal to settle accusations of misconduct related to mortgages prior to the financial crisis. (BAC) would pay between $16 and $17 Billion. The settlement would include $9 Billion in cash to Justice and the States with […]
Is This The Start of a Bear Market?
http://youtu.be/_etNwI-OAaY David joins the Varney & Co team and answers the question “is this a bear market?” Also weighs in on the President’s interview with the Economist and gives his latest pick.