The Money Runner
Trade War – IP theft goes way beyond the industrial complex
David joins Fox Business anchor Charles Payne to discuss the latest developments on Trade negotiations with China
The WALL is Here
By David Nelson, CFA President Trump said the “Wall is Coming” but for investors it’s already here. The Wall of Worry always looms large and this time around there’s no shortage of data and or rhetoric to stoke those fears. Ending the first few days of 2019 in the green was two steps this side […]
Who Blinked?
David Nelson, CFA While it’s only been about 2 months since the last market all-time high signs of stress have been building for the better part of the year. Admittedly the analysis gets a lot easier when you’re looking in the rear-view mirror but make no mistake, there’s been a series rolling corrections with both Wall […]
Are earning’s estimates starting to rollover?
By David Nelson, CFA With a few unresolved close calls in some of the key battleground states, Election results came in as expected. The consensus outcome prevailed with Democrats retaking the house and Republicans holding on to the Senate. There are several issues that enjoy bi-partisan support including infrastructure and the lowering of drug prices […]
Market Meltdown – How we got here and the path out
By David Nelson, CFA Wednesday at the NYSE started off like any other. A quiet overnight trading session in S&P futures revealed little about a rush to the exits only hours away. About 8AM on the heels of negative commentary from LVMH one of Europe’s leading luxury goods makers, action started to increase and by 12PM […]
The Thrill of Victory Meets the Agony of Defeat
By David Nelson, CFA Trade and rising interest rates top the list of investor concerns as we kick off the earnings season. Banks take center stage Friday as JPMorgan (JPM), Citigroup (C ) and Wells Fargo (WFC) all report. Last week-long rates breaking to the highest levels since 2011 set the stage for a marked […]
Morning’s with Maria interview – Trade and Tech Threat
David joins Fox Business anchor Maria Bartiromo to discuss the latest on trade and technology
