Fed Blinks

David joins CNBC host Brian Sullivan to discuss the Fed Chair Powell’s speech at the New York Economic Club  

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Policy Mistake

By David Nelson, CFA Thanksgiving wasn’t enough to attract the bulls as the shortened holiday week saw additional selling setting up a retest of the October lows. There was no single catalyst but the continued selloff in oil was notable as crude touched the lowest levels in more than a year. Economists and portfolio managers […]

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Did the Fed Blink?

2 Doves and a Hawk walk into a Bar… “The US does not live in a vacuum” $TLT $SPY $NVDA $AMAT

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Are earning’s estimates starting to rollover?

By David Nelson, CFA With a few unresolved close calls in some of the key battleground states, Election results came in as expected. The consensus outcome prevailed with Democrats retaking the house and Republicans holding on to the Senate. There are several issues that enjoy bi-partisan support including infrastructure and the lowering of drug prices […]

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Elections Have Consequences

The Day After $XLF $SPY $LMT #economy #MaxineWaters

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Election Day

David joins Fox Business anchor Charles Payne on Election Day to discuss potential outcomes

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Stuck Between the Fed and a Hard Place

By David Nelson, CFA On the heels of a bruising month, markets around the world put in a strong week with some of the hardest hit in Asia leading the way. There were a number factors leading the rebound including a bounce from oversold levels, short covering and some confusion surrounding potential trade talks with […]

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Apple takes a bite out of the market

$AAPL #Fed #Economy

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