Hero to Zero
By David Nelson, CFA CMT Questioning the catalyst for the S&P 500’s first down week in a month investors went into the weekend looking for answers. Whenever we don’t have a clear explanation about price momentum or the lack there of, we scrub the numbers searching for a data point or factor to placate our […]
Tick Tock Tick Tock…
By David Nelson, CFA CMT On Wednesday last the release of FOMC minutes confirmed what investors and markets already know. The Taper Clock has started and the countdown to an inevitable tightening of monetary policy has begun. The sentence ‘ a number of participants suggested if the economy continued to make rapid progress towards the Committee’s goals, […]
The only thing worse than being wrong, is staying wrong
David joins Fox Business anchor Charles Payne to discuss the markets and economy.
TESLA – Trying to contain the damage
Here we are a week later and TESLA is still trying to contain the damage from Elon’s tweet.
Let’s Make a Deal – The State of M&A 2018
By David Nelson, CFA With over $2.1 Trillion in deals inked so far, 2018 looks to be another record year for M&A. AT&T’s (T) $85 Billion takeout of Time Warner is in the books and Disney (DIS) has beaten out rival Comcast (CMCSA) in their quest for Fox assets. Smaller deals like Express Scripts (ESRX), […]
Tesla – The Vision Thing
David joins i24 News anchor Michelle Makori to discuss the Elon Musk tweet. “This was an asinine move from the CEO of a public company.”