Brexit – There’s Life After Divorce

https://youtu.be/vZw-hvmawzo David sits down with Fox Business anchor Charles Payne to discuss the Brexit and how it will impact global markets.

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The Wall of Worry Just Got Higher: Here’s Why

By David Nelson, CFA The Wall of Worry pushed a little higher Friday as traders cut exposure on the heels of weak markets in Europe. The coming Brexit vote now being dubbed “too close to call” sits at the top of investor concerns not to mention this week’s Fed meeting. The rhetoric is getting louder […]

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Bill Gross – Negative Rates are a Supernova

It’s not often I’m on the same page is Bill. Central Bank policies are having unintended consequences. David sits down with Yahoo anchor Alexis Christophorous and Editor in Chief Andy Serwer.

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Did Buffet blow it with his purchase of a utility?

Buffett’s utility customers are leaving. What does this mean for the industry?

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The Election – What the Media Never Understood

https://youtu.be/hRPD_XqCIHs David weighs in on the state of the US Election and what it means for the economy

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The Fed Needs to Speak with 1 Voice or Not at All

By David Nelson, CFA 38,000 – That’s all we got in the way of jobs in May leaving bulls scratching their head and bears looking for the next shoe to drop. In addition to creating a roller coaster day for traders, Friday’s weak employment report set off the usual round of conflicting statements from Fed […]

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The Pain Trade is Up

By David Nelson, CFA The Pain Trade – Definition by Investopedia The tendency of markets to deliver the maximum amount of punishment to the most investors from time to time. A pain trade occurs when a popular asset class or widely followed investing strategy takes an unexpected turn that catches most investors flat-footed. Background It’s […]

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Alphabet is #1 in media

Hard to believe that Alphabet’s media platform is bigger than Disney

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