EXXON (XOM) CEO Supports Bull Market Call!

By David Nelson, CFA For the last several months, I’ve been writing about the U.S. transitioning from a cyclical to a secular bull market. You’ve seen me on your favorite news channel talk about it, while imploring viewers to buy into it. The singular most important part of my thesis is that the United States […]

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Janet Yellen – Her First Challenge in 2014

By David Nelson, CFA Last night the Senate confirmed Janet Yellen as the next Fed Chairwoman. The confirmation was never in doubt but Fed watchers were all curious as to how large the margin would be. Many believed the no votes might be as high as 30, matching exiting Chairman Bernanke. With a vote of […]

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The Willis Report – Fox Biz – 2014 – Jobs – IBM

http://youtu.be/c8sorU_OAQQ David Nelson discusses his target for the markets in 2014 and shares his views on job growth as well as IBM’s broken business model.

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David Nelson – Varney & Co – 2014 Outlook

http://youtu.be/e9Q_BRYo-wU David Nelson discuses the prospects for stocks like U.S. Steel as well as the U.S. economy with host Charles Payne and Elizabeth McDonald

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David Nelson – Anchor & Expert Guest Highlight Reel

http://youtu.be/rudlTOyXifQ Highlights from David’s work as News Anchor and frequent guest on most of the major networks including Fox News, CNBC, Fox Business, Bloomberg and theStreet.com

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Will the Fed Use Washington as an Excuse Not to Taper?

There comes a point in every party when your next cocktail or beer doesn’t give you that warm fuzzy feeling. If you’re smart you get the message, grab your coat and head home. For the last half decade the Fed has kept the punchbowl filled and the party raged on. Asset prices are up dramatically […]

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Buy the Dip or Back to the Bunker?

Buy the Dip has been a rallying cry for talking heads for most of 2013. It always sounds smart and exactly what the Doctor ordered until it actually happens. Suddenly the talking heads turn bearish and the buyable dip feels like the beginning of a correction forcing us back to the bunker. I succumb to the same […]

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Was Bill O’Reilly Wrong on Minimum Wage?

I usually find myself in agreement with most of Bill’s nightly memos. He does a masterful job of taking on the difficult issues facing our society. However, when he delves into the world of economics, he sometimes doesn’t grasp the secular themes at the heart of the problem. In a recent show he talked about […]

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