The Money Runner
Something more frightening to investors than North Korea
By David Nelson, CFA On the heels of an excellent earnings season strategists from Merrill Lynch to Goldman are discussing the disappointing price performance of stocks that beat expectations. A sell the news mentality has been the driving force as traders and algo driven machines exited positions stepping aside hoping for a better entry point. […]
Amazon – The New Walmart
By David Nelson, CFA July 5th, 1994. Not exactly a date many would remember. Earlier that year Bill Clinton delivered his first state of the union address. Kurt Cobain, legendary singer of Nirvana commits suicide and O.J. Simpson is accused of a double murder. No, on July 5th deep in the confines of Seattle Washington […]
Battle Over Healthcare & Tax Reform
David sits down with Fox Business anchor Cheryl Casone to discuss the failure of the Senate Healthcare Bill along with an upcoming fight over Tax Reform
Earnings On Deck
On set with Michelle Caruso-Cabrera, Tyler Mathesin, Mellissa Lee and John Manley Chief Equity Strategist Wells Fargo. It was a real pleasure meeting John something of a legend in the investment community.
When Jamie Dimon talks, EVERYONE listens!
By David Nelson, CFA Banks kicked off the earning’s season Friday as JP Morgan (JPM) and Wells Fargo (WFC) reported 2nd quarter results. The headline beat from (JPM) came on the back of higher fees and lower credit costs but the shocker was a surprise lecture from CEO Jamie Dimon. Launching an all-out attack on […]
How safe is the safe haven trade?
By David Nelson, CFA Stocks ended the shortened holiday week close to the flat line while bonds and gold finished under pressure as investors rotated out of traditional safe haven assets. U.S. yields pushed higher on the heels of a better than expected jobs report coming in at 222k above consensus at 185k. U.S. 10 […]
Why markets aren’t reacting to North Korea
David joins anchors Cheryl Cassone and former F/A 18 Pilot Lea Gabrielle to discuss North Korea and the G20 Summit in Europe.
