The Money Runner
Rex Tillerson – My Take following White House Press Brief
I discuss the White House Q&A regarding the Secretary of State with Fox Business anchor Trish Regan.
Two Things Driving Markets to All-Time Highs
By David Nelson, CFA For most of the last 18 months it’s paid to be tilted toward the reflation trade with overweights’ in financials, tech and industrials. As tax reform made its way back into the news cycle yields started to return to the upper end of the trading range and despite a legislative goose […]
On Air Highlights for the Week – EFX, WFC, Buffett
Short clips from the week touching on stocks the economy and Buffett
What if Tax Reform Doesn’t Pass?
By David Nelson, CFA Markets are beginning to price in the potential for tax reform and in particular some level of repatriation of corporate cash held offshore. Therein lies the opportunity and of course the danger. Stocks are discounting system and in today’s machine trading, fast paced algo driven markets, stocks will likely hit targets […]
More on Tax Reform – i24 News
Finishing up a day of several news appearances David joins i24 News Anchor to discuss the tax reform package.
Tax Reform – The Litmus Test
David joins CBS News anchor Reena Ninan to discuss the President’s address announcing the GOP Tax Reform Package.
Bless me Father for I have sinned…
By David Nelson Bless me Father for I have sinned. I can’t remember my last confession. They say confession is good for the soul so maybe this post can act as my written document to the almighty. After a week of putting pen to paper responding to stories of the day I felt I was […]
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 […]
