The Best Offense is a Good Defense
David sits down with Fox Business anchor Cheryl Casone to weigh in on the United Technologies and Raytheon merger as well as the latest from the Federal Reserve.
‘It’s deja vu all over again’
By David Nelson, CFA CMT In the immortal words of Yankee great Yogi Berra; ‘it’s deja vu all over again.’ Once again bad news is good news as traders jumped all over Friday’s weak employment report, firm in the belief that the Fed will respond with its first rate cut since the depths of the […]
Socially Responsible Investing – Does it Work?
David joins Fox Business anchor Charles Payne to discuss the merits of socially responsible investing.
1 Week in 2 Minutes – China, Trump, Xi
Highlights from several media appearances in a week that saw a breakdown in China trade negotiations and investor concern mounting on the heels of weak markets around the world.
Let’s be careful out there!
By David Nelson, CFA CMT Despite all the noise about using their new found wealth to expand CAPEX Goldman data points to stock buybacks increasing by 13% to just shy of $1Trillion for 2019. Politics aside CEOs continue to take the easy way out. Readers know my position on buybacks as being overused and often a […]
Earnings – We’ve been had!
David joins the i24News team to discuss Tesla’s Elon Musk as well as the latest on earnings.
Amazon’s Trojan Horse
David joins Fox Business anchor Maria Bartiromo to weigh in on Amazon’s latest earning’s and big move into another industry.
Healthcare is hard but it’s even harder when you’re stupid – The Friends of Eddie Coyle
By David Nelson, CFA CMT While stocks put in an unremarkable performance last week, beneath the surface casualties were mounting on the heels of Presidential hopeful Bernie Sander’s town hall on Fox, where he drove home his message of Medicare for All. Each of us come at this from a different political perspective. Certainly in […]