From Washington to Wall Street – Kavanaugh Fed & Markets
Early morning Thursday post the Fed decision with the Kavanaugh hearing on deck
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.
Friday Night Soundbites
David bounces from network to network to weigh in on Washington & Wall Street
Morning’s with Maria interview – Trade and Tech Threat
David joins Fox Business anchor Maria Bartiromo to discuss the latest on trade and technology
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 […]
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.
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.