Before the Bell – High-Tech Snooping (The Little Guy Doesn’t Have a Chance) – Fed Day (I was WRONG!))
High-Tech Snooping (The Little Guy Doesn’t Have a Chance) – A few months ago the world shocked when Eric Snowden came forward revealing that the NSA was collecting data and snooping on the call habits of American citizens, not to mention world leaders. Since then attention has been focused on the capability of technology and […]
The Street.Com – Wall & Broad – LEN – Housing
David joins host Debra Borchardt on theStreet.com morning show WallandBroad. Today David weighs in Lennars’s (LEN) earnings as well as today’s housing starts. Click Here for Video
Before the Bell – Lennar (LEN) – Housing – Marc Faber – Fed
Fed Day – Either markets don’t care, the Fed will do nothing or the very modest sell-off we’ve seen this month priced in expectations for the Fed’s eventual exit. I fall into the Don’t Care camp. Yeah, I get the fact that if the Fed moves today, we could easily get a knee jerk reaction […]
Before the Bell – Drowing in Oil (OXY) (HP) – Boeing (BA) More Good News
Drowning in Oil – Energy independence is a big part of my bull thesis for U.S. Equity markets. While not achievable for some time we continue to march down that path. Several of the major news organizations including Bloomberg, Fox News and the Wall Street Journal ran stories yesterday pointing to record output of U.S. […]
Before the Bell – Wednesday’s Taper – Boeing (BA) vs. Union
Barron’s View 2014 – I hate just being one of the crowd but I guess that’s my fate. Barron’s cover article this week focused on Wall Street Strategist predictions for 2014. It looks like consensus gives a high probability of the S&P 500 being up about 10% from current levels. That pretty much matches my […]
David Nelson – Anchor & Expert Guest Highlight Reel
http://youtu.be/rudlTOyXifQ Highlights from David’s work as News Anchor and frequent guest on most of the major networks including Fox News, CNBC, Fox Business, Bloomberg and theStreet.com
Before the Bell – The Correction? – Gilead (GILD) – The Budget Deal (Why Both Sides are Unhappy)
The Correction? -Yesterday’s sell-off was fueled by fears of a Taper that could come as early as next week and the remote possibility of a thumbs down vote on the budget deal. My call is still for a Q1 taper. I think the Fed would like one more employment report to give them the confidence […]