The Money Runner
Retail Bonanza
David joins Fox Business anchor Charles Payne to discuss a monster retail sales report.
The Death of Equities – I Meant Value
By David Nelson, CFA Looks like I’m a day late with CNBC beating me to the punch. Lesson learned. Never sit on a story. Another strong week for markets in part fueled by dovish comments from Fed Chairman Powell. The press conference following the FOMC rate decision was one step this side of a promise […]
Trade War – DEFCON 2
By David Nelson, CFA CMT Friday brought the curtain down on the market’s first negative month of the year and its first down May since 2012. From the President’s first tweet that China was backtracking on commitments already made to late Thursday’s announcement that the administration was putting a 5% tariff on all imports from […]
1 Week in 2 Minutes – China, Trump, Xi
Highlights from several media appearances in a week that saw a breakdown in China trade negotiations and investor concern mounting on the heels of weak markets around the world.
The Twilight Zone
David Nelson, CFA CMT Picture if you will U.S. equity markets tracking a +70% return by Christmas. GDP coming in at 3.2% instead of the usual 2% for the first quarter, non-farm payrolls knocking it out of the park and the ultimate value investor Warren Buffet telling us Amazon (AMZN) is a good fit for […]
China talks heat up
David sits down with Julie Hyman, Adam Shapiro and Scott Gamm to discuss the latest on China negotiations.
Trump delays China tariffs – Latest on trade negotiations
David joins Fox Business anchor Lauren Simonetti to discuss Trump’s delay on tariffs as well as security concerns our intelligence community has regarding Chinese telecommunications giant Huawei.
