The Money Runner
2022 – Big shift in positioning
David joins Bloomberg Canada news team to discuss market outlook for next year.
What’s Worse? – Omicron or the Fed
And now something completely different. Work in progress for us here at Belpointe. We’re going to start sharing some of our commentary in video formats.
Powell Omicron 1-2 Punch
David joins Fox Business anchor Charles Payne and Mark Tepper Strategic Wealth Partners CEO to discuss the latest Powell testimony and market reaction.
Omicron – Variant of Investor Concern
By David Nelson, CFA CMT Without warning COVID jumped to the top of the news cycle Friday sparking a global market meltdown. The World Health Organization (WHO) labeled Omicron – A Variant of Concern. It was certainly a variant of investor concern as traders rushed to the exit even before much is known about the latest […]
Markets 2022 – Flat is the new up
By David Nelson, CFA CMT As 2021 draws to a close it’s easy to identify the catalysts and factors that drove equity performance. It gets a little harder for strategists charting a course forward especially with data shifting dramatically month to month and a news cycle that presents us with a new set of challenges […]
Demand Destruction
By David Nelson, CFA CMT On the heels of a dovish Fed meeting and strong employment report the S&P finished the week up better than 2%. Even more compelling, Friday marked the seventh straight session stocks ended the day at a closing all-time high. Is there anything that can stop this train and maybe more […]
