The Money Runner
The trend is your friend until it punches you in the mouth
New ETFs like $XLC is big money to providers as investors scramble to jump on board a train that left the station a long time ago.
Friday Night Soundbites
David bounces from network to network to weigh in on Washington & Wall Street
Morning’s with Maria interview – Trade and Tech Threat
David joins Fox Business anchor Maria Bartiromo to discuss the latest on trade and technology
Assets vs Liabilities
By David Nelson, CFA Assets vs Liabilities – On one side of the market balance sheet we have a wave of strong economic data confirming earnings year to date. It’s not only the bottom line showing strength but top line performance is robust, a dynamic we haven’t seen for some time. Remember, there’s a lot […]
Jobs – Wage Growth is Finally Here
With wage growth hitting 2.9% year on year some are asking if this will force the Fed’s hand.
Washington vs Tech
“Some of these companies are almost a nation unto themselves with massive war chests to lobby on their behalf…
NY Times Op-Ed & Emerging Markets try to derail the market
An anonymous op-ed from the New York Times hit at the same time emerging markets faced increased pressure from falling currencies. At least for a day markets yawned.
Emerging Markets and the Black Swan
By David Nelson, CFA With good reason to celebrate investors headed to the beaches Friday on the heels of another strong month for U.S. markets. The lack of any meaningful reaction following a missed deadline for NAFTA and a full court press from the administration threatening additional tariffs on $200 Billion in Chinese imports shows investors […]
