It’s worse than we thought!

By David Nelson, CFA The debate over peak inflation and whether it’s arrived or still lies in front of us really doesn’t matter anymore. Whatever metric you’re using, retail giants Target (TGT) and Walmart (WMT) along with a host of other retailers have confirmed our worst fears. It’s worse than we thought (Click on charts […]

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The United States of Amazon

It’s not often the President and Bernie Sanders are on the same page but both have suggested Amazon is too big. David weighs on the possibility of antitrust action.

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I’m paid to worry – Walmart and rates weigh on the market

David joins Fox Business anchor Trish Regan to discuss the market’s reaction to Walmart earnings and rates moving higher

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Brands Struggle with Retailers

According to Buffet the battle between brands and retailers has been going on for decades. David agrees.  

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Can Walmart take on Amazon by partnering with Google?

David weighs in on what may be the deal of the year?    

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Amazon – The New Walmart

By David Nelson, CFA July 5th, 1994. Not exactly a date many would remember. Earlier that year Bill Clinton delivered his first state of the union address. Kurt Cobain, legendary singer of Nirvana commits suicide and O.J. Simpson is accused of a double murder. No, on July 5th deep in the confines of Seattle Washington […]

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This is War! – Walmart takes on Amazon

https://youtu.be/kHwGlBvO140 Once a critic of Walmart David now defends the company’s efforts in challenging online giant Amazon.

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