The Money Runner
Two Things Driving Markets to All-Time Highs
By David Nelson, CFA For most of the last 18 months it’s paid to be tilted toward the reflation trade with overweights’ in financials, tech and industrials. As tax reform made its way back into the news cycle yields started to return to the upper end of the trading range and despite a legislative goose […]
What if Tax Reform Doesn’t Pass?
By David Nelson, CFA Markets are beginning to price in the potential for tax reform and in particular some level of repatriation of corporate cash held offshore. Therein lies the opportunity and of course the danger. Stocks are discounting system and in today’s machine trading, fast paced algo driven markets, stocks will likely hit targets […]
More on Tax Reform – i24 News
Finishing up a day of several news appearances David joins i24 News Anchor to discuss the tax reform package.
Tax Reform – The Litmus Test
David joins CBS News anchor Reena Ninan to discuss the President’s address announcing the GOP Tax Reform Package.
There’s more to Tax Reform than Cutting Taxes
David sits down with i24 News anchor Michelle Makori to express his views on the broad strokes of tax reform.
Tax Reform 2017?
David discusses the administration’s efforts to pass Tax Reform legislation this year.
Time is Running Out for Tax Reform in 2017
David has his doubts that a comprehensive tax reform package can be achieved this year.
Good Faith and Credit of the United States
David weighs in on a range of issues from Ryan’s comments on tax reform to the Debt Ceiling. “You don’t screw around with the good faith and credit of the United States.”
