State of the Market

By David Nelson, CFA With the President’s State of the Union scheduled for Tuesday now seems like a good time to discuss the State of the Market. January was certainly a great way to kick off the year especially on the heels of December, a month most of us would like to forget. Talking points  […]

Read More

Post Shutdown Markets

David joins Fox Business anchor Cheryl Casone to discuss the market’s post shutdown reaction.

Read More

Heads I win, tails you lose

By David Nelson, CFA On the heels of a year most investors would like to forget the first Q4 earnings reports are in with some interesting observations. The most surprising data point this season is the following: Investors are rewarding both positive and negative earnings surprises with higher prices. FactSet data shows companies coming in […]

Read More

Capitalism – What’s Next?

David joins Fox Business anchor Charles Payne to discuss comments made by Bridgewater’s Ray Dalio in Davos.

Read More

Europe’s Rolling Revolution

David joins i24News anchor Michelle Makori to weigh in global macro issues affecting the markets  

Read More

Markets Eye Shutdown

On the coldest day of the year David joins Fox Business anchor Cheryl Casone to discuss the Shutdown and market reaction.

Read More

D-Day – The Earnings Battle

By David Nelson, CFA Market historians will look back at the final months of 2018 and chronicle a war that started perhaps as early as January 30th, 2018. Interestingly, Apple (AAPL) like today was at the heart of concerns. The Wall Street Journal reported the company had reduced plans for its flagship iPhone X from […]

Read More

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

Read More

.