The Money Runner
Summer Camp for Billionaires
They call the Allen & Company annual outing in Sun Valley a “Summer Camp for Billionaires.”
NATO – Germany needs to step up
David weighs in on the NATO summit joining Fox News anchor Charles Payne
U.S. Proposes New Tariffs
The U.S. ups the ante proposing an additional set of tariffs on $200 Billion of Chinese goods. David joins i24 News anchor Michelle Makori to discuss.
Pfizer cancels drug price hike
David weighs in on drug giant Pfizer’s cancellation of its recent hike in drug prices
Value Stocks are Killing Your Performance
By David Nelson, CFA In a shortened holiday week U.S. large caps managed to put in their first positive performance in the last four despite the Friday launch of $34 Billion in tariffs on China with a reciprocal move by Beijing. The strongest performance came on Friday just hours after both sides pulled the trigger […]
Stock Sectors and the Trade War – CNBC
David joins CNBC anchor Brian Sullivan to weigh in on the latest round of tariffs and China’s response. Click here for video on CNBC site
What keeps me up at night
By David Nelson, CFA Increased volatility and reversion to the mean have played a big role in 2018. Despite concerns surrounding trade and struggling international markets abroad, indices attached to U.S. equity have largely held up. Never the less, a number of red flags keep popping up forcing equity managers to at least ask the […]
