The Money Runner
China – At your own risk
Dollars Speak – #China continues to be a threat in every sense of the word. #Dalio and #Fink are speaking from their wallets.
2022 – Big shift in positioning
David joins Bloomberg Canada news team to discuss market outlook for next year.
What is China Exporting Now?
By David Nelson, CFA CMT Wikipedia refers to Mao Zedong founding father of the People’s Republic of China as one of the most important individuals of the twentieth century. As chairman of the Chinese Communist Party, he established the PRC in 1949 leading a repressive regime where as many as 20 million died during the cultural […]
The New Cold War!
Taiwan is likely lost already. The political appetite to defend doesn’t exist. The good news is we are starting to bring supply chains home.
It’s a national security threat
America can’t keep depending on our adversaries like China for mission critical manufacturing needs. It’s not just an economic concern, it’s a national security threat.
The only thing going up faster than stocks
By David Nelson, CFA CMT The Bull Case – The only thing going up faster than stocks are earnings. A year ago, 12-month forward earnings were about $150 and today estimates project $211 a near 40% bump. The S&P on a price basis is up 28% and 31% if you count dividends. All during that […]
The Emerging Market Lie
David joins Yahoo Finance anchor Alexis Christoforous to weigh in on emerging markets and the administration’s cyber security push. Click Here for video
US vs China – How bad will it get?
David joins Fox Business anchor Maria Bartiromo to discuss China and the risks to U.S. investors. It’s worse than you think
