The Money Runner
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 […]
Tax Reform 2017?
David discusses the administration’s efforts to pass Tax Reform legislation this year.
You Don’t Screw Around with the Good Faith and Credit of the United States
David warns the market reaction to failing to raise the debt ceiling would be violent and potentially as catastrophic as the failure of Lehman Brothers.
Canada – The Enemy Next Door
By David Nelson, CFA Twenty three years after President Clinton signed NAFTA the United States meets once again with our closest neighbors, Canada and Mexico. The administration looks to renegotiate a treaty that many Americans feel didn’t live up to the spirt and promise of the original document. Lost jobs and a widening trade deficit […]
Is Volatility Back?
David sits down with the CNBC Power Lunch team to discuss market reaction to statements from the White House.
Tax Reform Lite – Fox Business
David sits down with Fox Business anchor Connell McShane to discuss a tax reform package that is rapidly becoming tax reform lite
Something more frightening to investors than North Korea
By David Nelson, CFA On the heels of an excellent earnings season strategists from Merrill Lynch to Goldman are discussing the disappointing price performance of stocks that beat expectations. A sell the news mentality has been the driving force as traders and algo driven machines exited positions stepping aside hoping for a better entry point. […]
