The Money Runner
Tax Reform is Not a Lock
David weighs in on the markets and just how much administration proposals are baked into equity prices.
The Walk Like an Egyptian Senate press conference
David weighs in on the Senate press conference saying until it’s on the President’s desk Tax Reform isn’t real.
How far will the markets fall without tax reform?
By David Nelson, CFA It’s not theory anymore. U.S. markets are clearly pricing in some level of tax reform. The tenor of the markets changed in early September when tax reform made its way back into the news cycle. Financials ,along with tech and materials have led the way during the latest surge. Friday ended […]
Will the budget deal lead tax reform?
David sits down with i24 News anchor Michelle Makori to weigh in on the budget deal and what it means for the chances of tax reform.
Stock Market Crash October 1929, October 1987, October 20??
By David Nelson, CFA With the 30th anniversary of the 1987 stock market crash just around the corner, Thursday to be exact, it will be hard to not reflect on a day that saw the DOW fall a staggering 22.6% in a single session. Many of us weren’t even trading the market in 87. As […]
Two Things Driving Markets to All-Time Highs
By David Nelson, CFA For most of the last 18 months it’s paid to be tilted toward the reflation trade with overweights’ in financials, tech and industrials. As tax reform made its way back into the news cycle yields started to return to the upper end of the trading range and despite a legislative goose […]
On Air Highlights for the Week – EFX, WFC, Buffett
Short clips from the week touching on stocks the economy and Buffett
