The Money Runner
America re-opening is only half the battle
By David Nelson, CFA Markets took a pause last week while at the same time completing one the biggest single month gains in a generation. It would be nice to believe the challenges ahead are few and that 2020 is just a cyclical downturn easily followed by the next leg of a bull market. Unfortunately, […]
46 Days
By David Nelson, CFA CMT In the early days of the pandemic equity markets reacted to a combination of data, news driven events and of course human emotion. Plummeting at a pace not seen in recent history it took just 23 trading days for stocks to fall from peak to trough. This historic downturn dwarfs the […]
It’s worse than that
David joins the Newsmax panel to discuss the latest on markets and the economy.
Oil – We’ve been attacked
David joins Fox Business host Charles Payne to discuss the latest on oil markets. “This is the tail end of a near nuclear attack on the U.S. energy complex by a supposed ally Saudi Arabia.”
Two Markets
By David Nelson, CFA Two months into the pandemic and its aftermath, U.S. markets have split in two. On one side we have the designated survivors: cash rich, high quality or essential service companies and on the other side, everything else. Behind the chaotic near historic price moves of the last several weeks stocks were […]
Live from the Bunker – The Conversation Shifts
David talks to Bloomberg anchor Jon Ehrlichman about the latest news on the war against COVID-19
