Are earning’s estimates starting to rollover?

By David Nelson, CFA With a few unresolved close calls in some of the key battleground states, Election results came in as expected. The consensus outcome prevailed with Democrats retaking the house and Republicans holding on to the Senate. There are several issues that enjoy bi-partisan support including infrastructure and the lowering of drug prices […]

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Market Meltdown – How we got here and the path out

By David Nelson, CFA Wednesday at the NYSE started off like any other. A quiet overnight trading session in S&P futures revealed little about a rush to the exits only hours away.  About 8AM on the heels of negative commentary from LVMH one of Europe’s leading luxury goods makers, action started to increase and by 12PM […]

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Morning’s with Maria interview – Trade and Tech Threat

David joins Fox Business anchor Maria Bartiromo to discuss the latest on trade and technology

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Trump wasn’t in the playbook

David sits down with Fox Business host Charles Payne and former intelligence analyst Morgan Ortagus to discuss a potential new round of trade talks with China

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Trade War – Taking it up a notch

China and the U.S. take it up a notch adding to the list of goods subject to tariffs. What’s the end game? David joins the panel on i24 News to discuss.

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U.S. Proposes New Tariffs

The U.S. ups the ante proposing an additional set of tariffs on $200 Billion of Chinese goods. David joins i24 News anchor Michelle Makori to discuss.

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Outgoing Senator Bob Corker introduces bill to halt tariffs

David sits down with i24 News anchor Michelle Makori to weigh in on Senator Corkers legislation and it’s potential effect on the office of the President.

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“We’re putting the trade war on hold!”

By David Nelson, CFA “We’re putting the trade war on hold.” The statement from Secretary of Treasury Steve Mnuchin over the weekend sent futures up sharply late Sunday. Markets seem to be rejoicing that tensions between the U.S. and China have eased and the prospect of tariffs on both sides has been diminished. Of course, […]

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