The Money Runner
What CEOs Will Do With the Trump Tax Cut – The Answer Isn’t What You Think
By David Nelson, CFA After a 6 week slide from the all-time intraday high of 2400, the S&P 500 (SPY) rallied in the final two weeks of April hoping to retake the high ground. The tug of war between valuation, politics and macro concerns vs. a relatively strong earnings season rages on. While the CBOE […]
North Korea & NAFTA in the Crosshairs – CBS News Interview
David joins the CBS News team to discuss the latest developments regarding North Korea and the administration’s stance on NAFTA.
Washington VS Markets – Fox Business Interview
David joins FBN:AM hosts Lauren Simonetti and Nicole Petallides to discuss how news out of the beltway drives market sentiment.
FREXIT? – FBN:AM Interview
Short excerpt from David’s Fox Business interview discussing the upcoming French Election and the potential for a FREXIT.
CNBC – The R Word
David sits down with the CNBC panel including Melissa Lee, Michelle Caruso Cabrerra and Brian Sullivan to discuss his article posted Monday.
Forget North Korea – Something even more sinister is lurking in the shadows
By David Nelson, CFA The usual suspects’ valuation and politics both played a role in last week’s market decline. However, it’s safe to say rumors of another nuclear test on the Korean peninsula forced traders to the exit as the S&P 500 (SPY) closed at the lows of the day, week and month heading into […]
Market Assassins
By David Nelson, CFA Investor concern has been rising and reflected in the sideways price action over the last several weeks. We’ve rounded up the usual suspects including valuation, politics, military action and the Fed as potential assassins to a bull market now entering its 9th year. Before we break out the cyanide capsules it’s […]
FOMC – Jamie Dimon & China
David shares his views regarding the FOMC minutes, Jamie Dimon’s investor letter to shareholders and President Xi visit to the United States
