The Money Runner
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 […]
Capitalism – What’s Next?
David joins Fox Business anchor Charles Payne to discuss comments made by Bridgewater’s Ray Dalio in Davos.
Europe’s Rolling Revolution
David joins i24News anchor Michelle Makori to weigh in global macro issues affecting the markets
Markets Eye Shutdown
On the coldest day of the year David joins Fox Business anchor Cheryl Casone to discuss the Shutdown and market reaction.
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 […]
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
Shutdown History
Shutdowns are pretty common place in American Politics. David discusses with i24 News anchor Michelle Makori
The WALL is Here
By David Nelson, CFA President Trump said the “Wall is Coming” but for investors it’s already here. The Wall of Worry always looms large and this time around there’s no shortage of data and or rhetoric to stoke those fears. Ending the first few days of 2019 in the green was two steps this side […]
