If jobs are hot why do I see a recession on the horizon?

By David Nelson, CFA CMT This is what we do. Month after month week after week. Traders, fund managers, advisors and even you at home. We wade through a mountain of economic data looking for clues as to just how good or bad the economy and some of the companies we follow are doing. Why, […]

Read More

I stared at the screen for 10 minutes

By David Nelson, CFA CMT After Friday’s non-farm payroll release I stared at the screen for 10 minutes in disbelief. I kept looking to see if someone at the BLS (Bureau of Labor Statistics) forgot to put a minus sign in front of the number. Just about everything related with COVID-19 has challenged some of […]

Read More

Situation Normal

By David Nelson, CFA CMT The S&P 500 ended the week at another all-time with the Dow close behind. While small caps lag their big brothers and sisters even the Russell 2000 showed signs of life last week. Friday’s non-farm payrolls came in well better than the 89k expected especially considering the GM strike that […]

Read More

Jobs – Wage Growth is Finally Here

With wage growth hitting 2.9% year on year some are asking if this will force the Fed’s hand.

Read More

Strong Jobs Market – What does it mean for the Fed?

David joins the panel of Fox Business show Making Money to discuss the July jobs report  

Read More

Market has no memory

David joins Fox Business anchor Charles Payne and GOP strategist John Burnett to discuss the May jobs report.

Read More

Weighing in on North Korea Talks

David sits down with former White House advisor to Bush 43 Ron Christie, political commentator Erin McPike and host Connell McShane on Neil Cavuto’s show last week to discuss the merits and potential risk of President Trump’s impending face to face meeting with Kim Jong Un.

Read More

Jobs Jobs Jobs

David joins Yahoo anchor Alexis Christophorous and reporter Rick Newman to discuss the jobs report, the economy and gridlock in Washington.

Read More

.