Next leg of the bull market isn’t going to come from stock buybacks
David says the next leg of the bull market isn’t going to come from stock buybacks. Frank discussion with Fox Business News anchor Trish Regan. L3 Communications CEO let’s the cat out of the bag…
S&P 500 won’t break out until earnings do – 3 things that could make it happen
By David Nelson, CFA US markets have frustrated both bulls & bears over the last year with the index unable to break out and sustain a path in either direction. However, the chart below confirms the problem started somewhat sooner, half way through 2014. The blended 12 month forward earnings of the S&P 500 (SPY) […]
2 factors that will make or break the market
By David Nelson, CFA Just 3 months into 2016 and already investors have been forced to deal with a lifetime of emotions. Too often we rationalize our decisions to buy and sell based on a subjective view of the market that can’t help but be influenced by the media and our own fear and greed. There […]
Drop in Q4 earnings shows the rise of financial engineering
David sits with Scott Gamm anchor for theStreet.com to discuss the fall in corporate earnings and why financial engineering is taking center stage.