The Money Runner
What if Tax Reform Doesn’t Pass?
By David Nelson, CFA Markets are beginning to price in the potential for tax reform and in particular some level of repatriation of corporate cash held offshore. Therein lies the opportunity and of course the danger. Stocks are discounting system and in today’s machine trading, fast paced algo driven markets, stocks will likely hit targets […]
More on Tax Reform – i24 News
Finishing up a day of several news appearances David joins i24 News Anchor to discuss the tax reform package.
Tax Reform – The Litmus Test
David joins CBS News anchor Reena Ninan to discuss the President’s address announcing the GOP Tax Reform Package.
Fed Trek – The Great Unwind
By David Nelson, CFA [These are the voyages of the Federal Reserve. Its five-year mission: to unwind a massive balance sheet, to seek out inflation and low unemployment, to boldly go where no man has gone before.] There was no shortage of news last week as the S&P 500 closed at another all-time high. Kim […]
North Korea – When Will Markets Care?
David joins the FBNAM news team to discuss the latest threat from North Korea.
Fed Decision on Deck
Less than 50% of economists are expecting another hike this year. David says the focus of the September meeting will be the $4.5 Balance sheet.
Equifax – Can’t put the Genie back in the bottle
David weighs in on the Equifax disaster pointing out that after 143 million American’s data has been compromised it’s too late to put the Genie back in the bottle.
Let the Good Times Roll?
By David Nelson, CFA After a hiccup in August markets have fought off every challenge. From nukes to hurricanes investors have stepped in pushing benchmarks to all-time highs. Given year to date performance throughout the world, geosynchronous growth is an understatement. With the exception of Canada, nearly every market in the world is up in […]
