The Money Runner
The Wall
By David Nelson, CFA Most of the metrics for the current economic outlook have been everything we hoped for. Consumer Confidence, housing and even Friday’s durable goods orders were strong on the heels of strong aircraft sales. By some measures, CAPEX or capital expenditures are finally making it into the mix. Bloomberg points to early […]
Stocks didn’t get the memo
By David Nelson, CFA On the heels of a market friendly tax cut, record corporate earnings and a chorus of talking heads including yours truly predicting another year of rising stock prices, only one thing is missing. Stocks didn’t get the memo. With the exception of some standout stars like Netflix (NFLX) and others with […]
Does China deserve “developing” nation status in the World Trade Organization?
David Nelson, CFA With the Chicago Board Options Exchange SPX Volatility Index (VIX) living above 20 for more than 2 months I think it’s safe to say the glory days of low volatility and a market that seemed to know only one direction up; are a memory. While the fundamental underpinnings of the economy are […]
March Madness
By David Nelson, CFA March Madness went well beyond the basketball court this season, hitting equity markets forcing some investors to the side lines. The roller coaster ride on and off the courts kept investors on edge wondering if the market would fold like the #1 seed Virginia. For the moment, it looks like a […]
Facebook & China – The BNN Interview
David joins BNN host Jon Ehrilichman to discuss the latest news on Facebook, China tariffs and the market reaction.
Trade War – What if your opponent doesn’t blink?
By David Nelson, CFA Two torpedoes slammed into the side of the U.S.S. Market last week. The first was launched by Fed Chair Powell during his inaugural testimony in front of the House Financial Services committee. Traders were quick to translate his remarks into a more aggressive Fed likely to push through 4 rate hikes […]
Powell Hints 4 Hikes – I Say 3 – Here’s Why
By David Nelson, CFA In a stunning comeback after more than a year of hibernation volatility returned to markets as February ended a 10 month winning streak reminding investors stocks don’t move in just one direction. There’s a lot of data we can point to as the catalyst but #1 with a bullet has to […]
Everyone has a plan until they get punched in the mouth
Mike Tyson – “Everyone has plan until they get punched in the mouth” By David Nelson, CFA A punch square in the jaw from Mike Tyson is probably how most traders felt when they rang the closing bell Friday. Down at the open after a better than expected jobs number, good news became bad news […]
