The Money Runner
Common Sense Investing for Retirement
By David Nelson, CFA Probably the most important word I’ll use this morning is consistency. Regardless of age having a plan and sticking to it is the best advice any financial professional can give. Mutual funds often get a bad rap and even today some talk about a bubble in index funds. It doesn’t matter […]
Can The Hammer Save Oil Bulls?
By David Nelson, CFA Healthcare and the French Elections topped the Wall of Worry list for the last several weeks. As of this writing a Macron win seems all but certain with early exit polls giving him 65% of the vote. Here in the states Healthcare is once again center stage as a partisan Congress […]
What CEOs Will Do With the Trump Tax Cut – The Answer Isn’t What You Think
By David Nelson, CFA After a 6 week slide from the all-time intraday high of 2400, the S&P 500 (SPY) rallied in the final two weeks of April hoping to retake the high ground. The tug of war between valuation, politics and macro concerns vs. a relatively strong earnings season rages on. While the CBOE […]
Forget North Korea – Something even more sinister is lurking in the shadows
By David Nelson, CFA The usual suspects’ valuation and politics both played a role in last week’s market decline. However, it’s safe to say rumors of another nuclear test on the Korean peninsula forced traders to the exit as the S&P 500 (SPY) closed at the lows of the day, week and month heading into […]
Market Assassins
By David Nelson, CFA Investor concern has been rising and reflected in the sideways price action over the last several weeks. We’ve rounded up the usual suspects including valuation, politics, military action and the Fed as potential assassins to a bull market now entering its 9th year. Before we break out the cyanide capsules it’s […]
French Election Adds to Market Wall of Worry
By David Nelson, CFA On the heels of a persistently low (VIX) CBOE SPX Volatility Index, markets hit a speed bump in March with most of the major averages ending flat to down for the month. The best performer was the NASDAQ which put in a small gain adding to an already very good year. […]
Canaries in the Coal Mine
By David Nelson, CFA “The canary in the coal mine is always the first to go.” For more than a century miners carried them in small cages deep into the mine as an early warning detection system for poisonous gas or carbon dioxide. The first sign of distress in the cage sent the men back […]
Reality Bites! – The End of the Trump Rally?
By David Nelson, CFA U.S. markets struggled last week closing modestly lower after several weeks of gains. Perhaps it was the exhaustion gap higher following the President’s speech or the building reality that there’s a disconnect between investor perception and the actual timeline of administration proposals. The President has said they are committed to a […]
