The Money Runner
2014 – Why the Ride Isn’t Over!
By David Nelson, CFA Gordon Gekko – “This is your wakeup call pal. Go to work.” It’s 6:30 am Wednesday, January 1st 2014 and I can’t get my mind off Gekko’s call to Bud Fox in the movie “Wall Street.” Obviously, I didn’t make it to Times Square last night, so I decided to start […]
Before the Bell – Apple China Deal (My Target 700) – Boeing Union Members Demand Vote
Apple Heads to China (Targets go Up) – The long rumored deal between China Mobile (CHL) and Apple (AAPL) was finally announced by both companies Sunday. Apple has already climbed over the Great Wall but has struggled to gain market share even after the launch of their 5c & 5s phones. The scaled down 5c […]
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. […]
CNBC – David on the Floor of NYSE talking about the Fed’s Taper
http://youtu.be/Nv3OTjsApIE David Nelson joins CNBC host Scott Wapner and Bob Pisani on the floor of the NYSE to discuss the Fed’s Taper, John Deere (DE) and his market prediction for 2014.
Before the Bell – Boeing (BA) “Let’s Make a Deal” – Volcker Rule – What Will Banks Do?
Volcker Rule – Five federal agencies are set to vote on the Volcker Rule which attempts to limit financial risk taking by banking institutions. If passed, hedges that banks put on to limit risk will have to be tied to specific investment. They will no longer be able to make broad bets like the one […]
Before the Bell – Nelson Mandella Passes – Bitcoin, BA, EXPR – Budget Negotiations
Money won’t create success. The freedom to make it will. – Nelson Mandella ___________________________________________________________________________ The Bitcoin Battle Begins – The first wire house research on Bitcoin is out with David Woo from Bank of America Merrill Lynch stepping up to the plate issuing a 14 page note. What I know so far is this. 1 […]
Before the Bell – China – Japan Update, AMZN Drones & More
( Click on Picture for Interview) China Follow-up – China, Japan and the U.S continue to put military assets into the skies over the East China Seas close to the Senkaku Islands where both China and Japan claim sovereignty. China wants the U.S. Military to file flight plans when they fly through their ADIZ (Air […]
What I’m Looking At Today
Iran – Oil is down this morning on the heels of the announced deal with Iran that rolls back some sanctions, while talks go on for the next 6 months. Some analysts like Barclays Helima Croft say this will be just a knee jerk reaction. I disagree. I don’t expect a big bounce back after […]
