French Election Adds to Market Wall of Worry

By David Nelson, CFA On the heels of a persistently low (VIX) CBOE SPX Volatility Index, markets hit a speed bump in March with most of the major averages ending flat to down for the month. The best performer was the NASDAQ which put in a small gain adding to an already very good year. […]

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Brexit – Robots & Tax Reform

David joins i24 News anchor Michelle Makori to discuss Brexit, Tax Reform and Robots in finance.

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Looking Beyond the Trump Trade

David joins CNBC anchor Kelly Evans to discuss the so called Trump trade. Stocks mentioned include JPM, BAC and NUE.

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Attack in London – Washington Dysfunction

David joins i24 News anchor Michelle Makori to discuss a range of issues weighing on the market.

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Canaries in the Coal Mine – The Movie

David joins the BNN News Team to discuss the Healthcare vote and the potential ripple effect to other administration policy proposals.

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Canaries in the Coal Mine

By David Nelson, CFA “The canary in the coal mine is always the first to go.” For more than a century miners carried them in small cages deep into the mine as an early warning detection system for poisonous gas or carbon dioxide. The first sign of distress in the cage sent the men back […]

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The Fed Surprise

David points out the only surprise in the March Fed Policy statement. Caught Hedge Funds off sides…

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Reality Bites! – The End of the Trump Rally?

By David Nelson, CFA U.S. markets struggled last week closing modestly lower after several weeks of gains. Perhaps it was the exhaustion gap higher following the President’s speech or the building reality that there’s a disconnect between investor perception and the actual timeline of administration proposals. The President has said they are committed to a […]

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