Healthcare is hard but it’s even harder when you’re stupid – The Friends of Eddie Coyle
By David Nelson, CFA CMT While stocks put in an unremarkable performance last week, beneath the surface casualties were mounting on the heels of Presidential hopeful Bernie Sander’s town hall on Fox, where he drove home his message of Medicare for All. Each of us come at this from a different political perspective. Certainly in […]
Healthcare Free Fall
David sits down with Fox Business anchor Charles Payne to discuss the recent carnage in the healthcare sector along with the latest developments on Boeing.
Market Concerns Over Washington
David joins anchors Lauren Simonetti and Cheryl Cassone to discuss trading into the close of the quarter.
Trumped Up Market
By David Nelson, CFA Equity markets are in the short run a barometer of investor perception and emotion. Over the long term they are a discounting mechanism for growth and future earnings. There’s an old saying that markets hate uncertainty. The reality, is that it’s investors that hate it and often react emotionally to every […]
2016 – The Point of No Return
By David Nelson, CFA As the soldiers of Wall Street return from a 3 day leave I find myself reflecting on the 6 month journey to the halfway point of 2016. Out of the gate we dove to the February 1810 S&P 500 (SPX) low followed by a quick move back to the highs only to […]