North Korea & Your Money
On set with CNBC anchors Melissa Lee and Brian Sullivan. Why don’t markets care?
Zero Sum Game – CNBC
David joins CNBC anchors Bill Griffeth and Kelly Evans to discuss stocks that can work for the second half.
Public – Private Partnerships can help put unemployed back to work
David Nelson joins host Geri Willis to discuss the President’s apprenticeship program. “I applaud the effort but it is not enough…”
Trump to Privatize Air Traffic Control – Bring It On!
By David Nelson, CFA I’m at 33,000 feet aboard Jet Blue’s flight from JFK to Albuquerque New Mexico. After sitting on the taxi way number 26 for take-off and a 90 minute delay I thought the timing was perfect to put together some talking points regarding the President’s proposal to move Air Traffic Control from […]
Bonds Aren’t Following the Bull Market Script
By David Nelson, CFA With equity markets (SPY) at all-time highs investors are searching for any signal that could give them an advance warning to pull the rip cord. Even in the face of a paralyzed Washington traders have stepped in to buy each and every dip. Tax reform and other market friendly initiatives have […]
The Greatest Show on Earth
By David Nelson, CFA After 146 years the Greatest Show on Earth Ringling Bros. took its final bow. The lions, tigers and bears along with an army of circus performers and technicians end a tradition that first had its roots in 1871 under showman P.T. Barnum. Don’t worry circus fans. Thrills still await just east […]
United CEO on Capital Hill – Time for a little common sense
David says it is time for a little common sense at the airlines. Fixing the problem is easier than you think.
What CEOs Will Do With the Trump Tax Cut – The Answer Isn’t What You Think
By David Nelson, CFA After a 6 week slide from the all-time intraday high of 2400, the S&P 500 (SPY) rallied in the final two weeks of April hoping to retake the high ground. The tug of war between valuation, politics and macro concerns vs. a relatively strong earnings season rages on. While the CBOE […]