The Money Runner
Boeing – Corning – BNN Interview
http://youtu.be/vlSQxF4-1Q0 David talks about two recent purchases, Boeing (BA) and Corning (GLW)
Boeing Vote Ends the Battle But Not the War!
By David Nelson, CFA Seattle – Late Friday, officials of the International Association of Machinists and Aerospace, Boeing’s (BA) largest union, announced members had voted to accept management’s recent offer. The vote brings an end to a bitterly fought standoff not just between the union and management but amongst the union members themselves. In recent […]
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 – 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 […]
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 […]
Boeing Battles Union Over 777X – Who’s Bluffing?
The 32,000 members of the International Association of Machinists and Aerospace Workers (IAM) have rejected an eight year contract that would have kept the manufacturing of the Boeing 777X in Washington State. The Chief Executive of Boeing Commercial Airplanes Ray Conner issued a statement saying; “We are very disappointed in the outcome of the union vote. […]
David Nelson – The Willis Report – Twitter IPO
David Speaks to Gerri about Twitter’s IPO and where the stock is going next.
Every Bull Market Feels Like a Bubble
During every Bull Market we see a parade of analysts, portfolio managers and talking heads trying to call the top. Screams that the market is a bubble and the end of the world is just around the corner are heard daily. If I look back over my career, I’m sure I’m guilty as well. The […]
