The Money Runner
Articles By This Author
Growth Mirage
By David Nelson, CFA CMT With the first half of the year in the rear-view mirror I thought it would be a good time to share some conversations taking place on the Belpointe Trade Desk. You can’t buyback your way to growth Source FactSet Last week United Asset’s Tom Healy and Matt DeLorenzo were guests […]
Cyber War – Act II
By David Nelson, CFA CMT Late Friday a massive Ransomware attack linked to Russia based REvil hit thousands of companies in more than 11 countries. The attack comes just weeks after a Biden warning to President Putin laying out 16 critical infrastructure sectors that are hands off. Cyber-attacks are quickly becoming the biggest threat world economies […]
The USS Teflon Market
By David Nelson, CFA USS Teflon Market sailed past the FOMC iceberg I called out in last week’s post. On the heels of a Fed decision week that pushed June into negative territory stocks reversed course putting in their best week since March. The reflation trade bounced hard waving off concerns of a hawkish tilt in […]
How Big is Too Big?
David joins Fox Business anchor Maria Bartiromo to weigh in on Microsoft joining the $2 Trillion Club
David’s Pricing Power Stocks
David joins Fox Business anchor Charles Payne to discuss stocks with pricing power.
Iceberg Dead Ahead!
By David Nelson, CFA CMT The iceberg barely visible in my post from last week came into full view following Wednesday’s FOMC decision and the release that followed. If the analyst notes post the decision are any indication it seems Jay Powell and company caught the street by surprise. While the overall hit to the […]
It’s hard to see the iceberg in calm waters
By David Nelson, CFA CMT Searching for the next catalyst the S&P 500 drifted higher last week. The surprise had to be 10-year yields hitting the lowest level in 3 months on the heels of another hot inflation signal from Wednesday’s CPI numbers. It begs the question what do bond investors see that equity investors […]
