The Money Runner
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
What Kabul means for U.S. markets
By David Nelson, CFA CMT Friday’s feel-good rally wasn’t enough to keep the major indices from slipping into the red for the week. The tragic scenes in Kabul, mounting foreign policy challenges for the President along with a wave of economic data less than ideal proved too much for stocks as investors dialed back exposure. […]
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
State of the Markets
Click Here for David’s latest comments on the Fed, Delta and his favorites stocks.
9 Months Later
By David Nelson, CFA CMT For 9 months the S&P 500 has steadily pushed higher in a relatively tight channel masking the true volatility. Investors spent much of that time rushing from one secular trade to the next trying to decide if the glass was half full or half empty. Of course, 9 months almost to […]
