From Cattle to Coffee El Nino Takes a Toll
https://youtu.be/csc5H_AqXjA David shares his views on the damage El Nino is having on commodity producers from Cattle to Coffee worldwide
5 Questions Investors are Asking
By David Nelson, CFA 2015 will end the year frustrating both bulls and bears. Unable to sustain a breakout in either direction, trends were tough to come by and most couldn’t sustain themselves long enough for investors to jump on board. While the S&P looks to come in about flat for the year one look […]
Where the Black Swan Lives
https://youtu.be/vS2QZGM_Sls If there’s a Black Swan lurking out there it’s probably floating near an oil rig. On set with Charles Payne and the legendary Jim Rogers
Oil & the Black Swan – The Final Countdown
By David Nelson, CFA It’s been a little over a year since I published the first in the series, Oil & the Black Swan. Just days’ earlier Saudi Arabia had announced they would no longer be the world’s swing producer willing to cut production and support oil prices. There hasn’t been a funeral or even a […]
Fed Double Header – CBS & Fox Business
https://youtu.be/UVVqHf9GgpE Highlights from CBS & Fox Business discussing the Fed’s decision yesterday to raise interest rates for the first time in 9 years.
Junk Bond Red Flag – CBS News
https://youtu.be/xsnuntIyFJM David joins CBS News anchor Contessa Brewer to discuss rising investor concerns.
Why Growth is Killing Value – What it means for 2016!
By David Nelson, CFA The S&P 500 is up modestly year to date but the action beneath the surface has investors feeling like heroes or zeros depending on their latest stock pick. This bifurcation is easily seen when comparing S&P 500 Value stocks (IVE) with its growth counterpart (IVW). Investors continue to crowd into a dwindling inventory […]
Are Tax Inversions Unpatriotic?
https://youtu.be/adLX8ZlTIxw David joins the set of CCTV America live from the Nasdaq to discuss Tax inversions and Pfizer’s takeout of Botox giant Allergan.