The Money Runner
As good as it gets?
By David Nelson, CFA No other way to put it. A monster week for stocks and as the media points out, the best start for the market since 1987. Before we all take a stress pill it’s important to note that despite the crash, 1987 was an up year. 9 trading days into the month […]
Shutdown!
By David Nelson, CFA Equity markets pushed higher last week despite the prospects of a government shutdown on Friday. Right on cue the Elephants and the Donkeys failed in their mandate as the Washington Circus came to a screeching halt. It’s unlikely it will last for any length of time but with each day that […]
2018 Bull Market – This goes way beyond tax reform!
By David Nelson, CFA Just 9 trading days into the year 2018 is one of the best starts I’ve seen in my career. I’m sure everyone is getting out their Trader’s Almanac but for now let’s just agree it’s been good. Of course, the next question is how long will the good times roll? 2017 was obviously […]
The Biggest Risk for 2018 – China!
By David Nelson, CFA Coming into 2017 I doubt many including yours truly thought the Dow would end the year close to 25,000. The good news wasn’t restricted to just the America’s as most of the developed world delivered strong returns as well. Even emerging markets after a near decade long slump knocked it out […]
2018 Stock Market Predictions
By David Nelson, CFA Sentiment coming into 2017 was mixed, mostly divided around political affiliation. Those in support of change pointed to aggressive growth expectations on the heels of tax reform and deregulation. On the other side, economists like Nobel Laureate Paul Krugman believed expecting anything approaching 3-3.5% GDP was little more than economic arrogance. […]
Investing is about making choices – The only bad decision is not making one
David Nelson, CFA With just 28 trading days left for 2017, investors have a lot to be thankful for this holiday season. Large caps were the standout performer year to date but Mid-Cap and even Small-Caps held their own despite a slow start and a summer scare. Thanksgiving launches what is usually a seasonally strong […]
Wall Street’s dirty little secret
By David Nelson, CFA Let’s start by stating the obvious. Avoiding taxes is the national pastime. Since the dawn of organized society special interest groups have employed petitioners to lobby for better treatment under the tax code. I’m sure even in the days of Egyptian Pharaohs there was a cottage industry helping some avoid taxes […]
Purge at House of Saud – What does it mean for oil?
By David Nelson, CFA In a stunning sequence of events heir apparent to the Saudi throne, Prince Mohammed bin Salman seems to have consolidated power as authorities detained dozens including Prince A-Waleed bin Talal one of the richest men in the world. Along with Al-Waleed were 16 other princes as well as former ministers in […]
