The Money Runner
2 factors that will make or break the market
By David Nelson, CFA Just 3 months into 2016 and already investors have been forced to deal with a lifetime of emotions. Too often we rationalize our decisions to buy and sell based on a subjective view of the market that can’t help but be influenced by the media and our own fear and greed. There […]
6 things I’m watching this week: Pakistan, Oil, Yellen, Trump, Profits & Jobs
By David Nelson, CFA When I started this article I had 5 key observations to make as we start the trading week post the Easter holidays. Now of course we have a 6th following a deadly attack in Pakistan where the suicide bomber’s target seems to have been innocent women and children. As of this […]
Jimi Hendrix & Bipolar Markets
By David Nelson, CFA Strategists and talking heads are always looking for a phrase to describe market events in a way that you the reader will click on the story and risk your very valuable time. For many of you, Jimi Hendrix was just some rocker your parents used to talk about when you were […]
Cheap oil is a curse and it’s about to get worse
For the last year Oil and Stocks have been joined at the hip. It took just a single tweet to push both oil and stocks higher. I’ll admit Jamie Dimon’s purchase of JPM shares helped quite a bit but the story begins and ends with oil. Cheap oil is a blessing when we pull up […]
Are early signs of inflation signaling a market bottom?
By David Nelson, CFA From the depths of the financial crisis we’ve been told deflation was an enemy that could push world economies to the edge of the abyss. Former Federal Reserve Chairman Ben Bernanke made it his lifelong study and today central banks everywhere follow his path. ZIRP (Zero Interest Rate Policy) and quantitative […]
3 steps to a sustainable bull market
By David Nelson, CFA The financial community struggles to find a market bottom most looking to avoid the embarrassment of a wrong call. It’s lonely out on the edge and even lonelier when you get it wrong. Cramer has his 14 steps to a market bottom, I have mine and I’m sure many of you reading […]
2016 – The Road Ahead
By David Nelson, CFA Let’s take a quick trip down memory lane before looking ahead to this year. 2015 was frustrating for both Bulls & Bears with the S&P and Dow unable to breakout convincingly in either direction. Only the Tech heavy NASDAQ managed a positive return on a price basis. Here in the U.S. […]
5 Questions Investors are Asking
By David Nelson, CFA 2015 will end the year frustrating both bulls and bears. Unable to sustain a breakout in either direction, trends were tough to come by and most couldn’t sustain themselves long enough for investors to jump on board. While the S&P looks to come in about flat for the year one look […]
