The Money Runner
It’s too late for the Fed to raise rates: Here’s why
By David Nelson, CFA The dangers of keeping rates abnormally low for too long have been well documented by economists, strategists and portfolio managers from the buy side to the sell side including commentary from yours truly. IMHO the Fed missed their window as far back as late 2013 when they could have hiked into […]
6 Charts Showing How Oil Still Drives the Market
6 months ago oil turned taking stocks along with it. David put together 6 stocks for Yahoo Finance to show the role oil is playing in both credit and stock markets.
Why the Market is Still Driven by Oil
CLICK ON PICTURE FOR FULL VIDEO David sits down with the Street’s Scott Gamm to discuss the link between oil and the market.
Re-invest or Die! – The BNN Interview
https://youtu.be/PlDTqXZylbE The good news is that buybacks are slowing down. The bad news is that buybacks are slowing down. David says CEOs choose buybacks to prop up their paycheck.
Stocks Priced for Perfection!
https://youtu.be/ggGBuEniBHA David covers a range of topics for Canada’s BNN. Stocks priced for perfection, the Fed and CEOs more concerned with their paycheck then the growth of the company.
What’s Driving the Market?
By David Nelson, CFA In the face of so-so data and an economic pulse that looks more like an EKG going into cardiac arrest investors want to know “What’s driving the market?” The earnings season is drawing to a close and as Goldman points out in a recent note one consistent theme seems to ring […]
Consumer Staples, Utilities & Bonds – Is it Safe?
By David Nelson, CFA U.S. Stocks have paid off handsomely over the last 5 years but it’s been the perceived safe haven trade that has captured the hearts and minds of investors. Utilities (XLU), Telecoms (XTL), Consumer Staples (XLP), Treasuries (TLT) and all manner of fixed income have been the go to investments especially for […]
Fed Looking at Buffett’s Investments in Wells Fargo
He’s done it before with American Express and now Buffett wants to increase his holdings in Wells Fargo. Will the Fed let him?
