North Korea – Bottom line, we screwed up!

By David Nelson, CFA Bottom line we screwed up. Every President since Reagan bears responsibility for North Korea. Each passed it on to their successor and now President Trump is clearly facing a series of decisions that will likely define his presidency. The administration has repeatedly said all options are on the table. It’s pretty […]

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Every President Since Reagan Bears Responsibility for North Korea

By David Nelson, CFA August was a struggle for markets as political and geopolitical events weighed on sentiment for risk assets. Departures from the White House along with miss steps from the President helped fuel concerns here while tensions over North Korea’s nuclear threat continue to mount. Every President since Reagan bears some responsibility as […]

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NOKO!

Quick hit from earlier today to discuss retail and North Korea.  

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North Korea & Your Money

On set with CNBC anchors Melissa Lee and Brian Sullivan. Why don’t markets care?

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Why markets aren’t reacting to North Korea

David joins anchors Cheryl Cassone and former F/A 18 Pilot Lea Gabrielle to discuss North Korea and the G20 Summit in Europe.  

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North Korea & NAFTA in the Crosshairs – CBS News Interview

David joins the CBS News team to discuss the latest developments regarding North Korea and the administration’s stance on NAFTA.

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Forget North Korea – Something even more sinister is lurking in the shadows

By David Nelson, CFA The usual suspects’ valuation and politics both played a role in last week’s market decline. However, it’s safe to say rumors of another nuclear test on the Korean peninsula forced traders to the exit as the S&P 500 (SPY) closed at the lows of the day, week and month heading into […]

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North Korea Launches 4 Missiles – Investors Put to the Test

By David Nelson, CFA Early Monday morning Asian markets woke up to news that North Korea had launched four ballistic missiles 620 miles off its east coast. With over 28,000 U.S. troops stationed in South Korea tensions are high as officials monitor the North who say they are responding to joint military exercises hosted by […]

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