Iceberg Dead Ahead!

By David Nelson, CFA CMT The iceberg barely visible in my post from last week came into full view following Wednesday’s FOMC decision and the release that followed. If the analyst notes post the decision are any indication it seems Jay Powell and company caught the street by surprise. While the overall hit to the […]

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Low Bar Set for Earnings

David weighs in on the coming earnings season and off-shore market risks

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Interview at TheStreet – Why Energy?

Click here for David’s interview at TheStreet TV with host Scott Gamm. David discusses some of the challenges investors face as we close out 2017.

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U.S. Market at Record Highs But Trouble is Brewing in Europe

By David Nelson, CFA Right out of the gate stocks marched higher this month picking up where January left off. The broadcast and print media both point to the animal spirits unleashed following the election and to be fair some of the rhetoric is true. However, when you dig deep that’s not the entire story. […]

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Oil & the Black Swan – The Final Countdown

By David Nelson, CFA It’s been a little over a year since I published the first in the series, Oil & the Black Swan. Just days’ earlier Saudi Arabia had announced they would no longer be the world’s swing producer willing to cut production and support oil prices. There hasn’t been a funeral or even a […]

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