“We’re putting the trade war on hold!”

By David Nelson, CFA “We’re putting the trade war on hold.” The statement from Secretary of Treasury Steve Mnuchin over the weekend sent futures up sharply late Sunday. Markets seem to be rejoicing that tensions between the U.S. and China have eased and the prospect of tariffs on both sides has been diminished. Of course, […]

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Starbucks big bet in China

David sits down with i24 News anchor Michelle Makori to discuss Starbuck’s push into China as well as trade negotiations ongoing in Washington and Macy’s earnings.

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Panel Discussion on China Trade – The Trailer

Soundbites from panel discussion on China trade negotiations with Clark Packard advisor to Nikki Haley, Herb London founder of the London Center for Policy Research and of course host Charles Payne.

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Panel Discussion on China Trade – The Full Interview

The full panel discussion on China trade negotiations with Clark Packard advisor to Nikki Haley, Herb London founder of the London Center for Policy Research and of course host Charles Payne.

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China Trade Talks – Round 2

David joins Fox Business anchor Cheryl Casone to discuss rumors China had offered to close the trade deficit by $200 Billion

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The Elephant in the Room – The Movie

Covered a lot of ground this morning from BNN anchor Jon Ehrlichaman. Markets, trade, valuation and where I’ve placed my bets. Click Here for video

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The Elephant in the Room

By David Nelson, CFA With earnings in the rear-view mirror what will be the next catalyst to drive returns? Last week’s performance was the best since March and for you stock chart jockeys a breakout above the descending trend line drawn from the highs of January. All in, the earnings season was about as good […]

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Markets react to the U.S. pulling out of Iran nuclear deal

Traders surprised by market reaction to the U.S. pulling out of the Iran nuclear deal.

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