25 Years vs 25 Days
David sits down with Fox Business anchor Charles Payne and BMO Chief Strategist Brian Belski to discuss the markets and CEO decisions to pull out of the Saudi Investor Conference
Nike – Calculated move
Not a fan Nike or Kaepernick regarding the ad but I can read an income statement. This was a calculated move and I expect it to be very successful.
It’s different this time?
By David Nelson, CFA Facebook’s (FB) blow up as well as Netflix (NFLX) earlier in the month has investors wondering just how much further we can push the growth trade. Over the last decade the spread in performance between growth and value is off the charts. I’ve never seen it this wide in my career. (Close […]
BREAKING NEWS!
By David Nelson, CFA In the face of an endless wave of BREAKING NEWS banner headlines, U.S. markets put in a strong week adding to July gains. Closing at levels near resistance, stocks are within ear shot of challenging the highs earlier this year. The threatened tariffs on an additional $200 Billion in Chinese imports […]
Market Commentary June 17
By David Nelson, CFA Despite fears over trade tariffs, hawkish commentary from the Fed and the usual volatility that accompanies options expiration, markets put in a flat week. Consumer discretionary and Technology lead the pack year to date but it’s clear not all the dogs are pulling the sled. Key sectors like Financials and Industrials […]
Trade War – China vs the U.S.
David joins Ambassador Marc Ginsberg i24 News anchor Michelle Makori to discuss the latest on trade negotiations with China.
Stock Market Purgatory
David joins CNBC anchors Dominic Chu and Courtney Reagan to discuss the state of the markets.