From Washington to Wall Street – Kavanaugh Fed & Markets

Early morning Thursday post the Fed decision with the Kavanaugh hearing on deck

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The train has left the station

Today’s #FED decision and the my take on the new $XLC etf

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The trend is your friend until it punches you in the mouth

New ETFs like $XLC is big money to providers as investors scramble to jump on board a train that left the station a long time ago.

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Friday Night Soundbites

David bounces from network to network to weigh in on Washington & Wall Street

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Morning’s with Maria interview – Trade and Tech Threat

David joins Fox Business anchor Maria Bartiromo to discuss the latest on trade and technology

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Assets vs Liabilities

By David Nelson, CFA Assets vs Liabilities – On one side of the market balance sheet we have a wave of strong economic data confirming earnings year to date. It’s not only the bottom line showing strength but top line performance is robust, a dynamic we haven’t seen for some time. Remember, there’s a lot […]

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Jobs – Wage Growth is Finally Here

With wage growth hitting 2.9% year on year some are asking if this will force the Fed’s hand.

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NY Times Op-Ed & Emerging Markets try to derail the market

An anonymous op-ed from the New York Times hit at the same time emerging markets faced increased pressure from falling currencies. At least for a day markets yawned.

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