Emerging Markets Trigger Selloff – What You Should Do Right Now
By David Nelson, CFA Last week the Bulls fumbled the ball and Bears seized the opportunity to put some points on the board. It’s too early for end zone dances but I see a lot of high fives on their side of the field, while the rest of us brush off the dirt and get […]
David Nelson – Janet Yellen Confirmation & Her Challenge for 2014
David discusses the Senate’s confirmation of Janet Yellen who becomes the first woman to chair the Fed in its 100 year history. David also elaborates on the biggest challenge she faces in 2014
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 […]
2014 – Why the Ride Isn’t Over!
By David Nelson, CFA Gordon Gekko – “This is your wakeup call pal. Go to work.” It’s 6:30 am Wednesday, January 1st 2014 and I can’t get my mind off Gekko’s call to Bud Fox in the movie “Wall Street.” Obviously, I didn’t make it to Times Square last night, so I decided to start […]
Before the Bell – High-Tech Snooping (The Little Guy Doesn’t Have a Chance) – Fed Day (I was WRONG!))
High-Tech Snooping (The Little Guy Doesn’t Have a Chance) – A few months ago the world shocked when Eric Snowden came forward revealing that the NSA was collecting data and snooping on the call habits of American citizens, not to mention world leaders. Since then attention has been focused on the capability of technology and […]
Before the Bell – Lennar (LEN) – Housing – Marc Faber – Fed
Fed Day – Either markets don’t care, the Fed will do nothing or the very modest sell-off we’ve seen this month priced in expectations for the Fed’s eventual exit. I fall into the Don’t Care camp. Yeah, I get the fact that if the Fed moves today, we could easily get a knee jerk reaction […]
David – The Willis Report – The Prez, Taper and Fed Chair
Talked to Gerri about the President’s Speech on the Financial Crisis, the Taper and who will fill the next Fed Chair.