The Money Runner
Oil & the Black Swan – The Final Countdown
By David Nelson, CFA It’s been a little over a year since I published the first in the series, Oil & the Black Swan. Just days’ earlier Saudi Arabia had announced they would no longer be the world’s swing producer willing to cut production and support oil prices. There hasn’t been a funeral or even a […]
Why Growth is Killing Value – What it means for 2016!
By David Nelson, CFA The S&P 500 is up modestly year to date but the action beneath the surface has investors feeling like heroes or zeros depending on their latest stock pick. This bifurcation is easily seen when comparing S&P 500 Value stocks (IVE) with its growth counterpart (IVW). Investors continue to crowd into a dwindling inventory […]
France is at war! – Will Europe Follow?
By David Nelson, CFA It was just over a week ago armed terrorists launched a coordinated attack in Paris killing 130 people. This comes on the heels of a suicide attack in Beirut and the downing of a Russian airliner. Just days later, another attack takes place in Mali killing 22. On Saturday, Brussels was […]
Bernie Sanders says Wall Street’s business model is Greed & Fraud…
By David Nelson, CFA Saturday’s Democratic debate hosted by CBS from Des Moines, Iowa covered a range of topics and was viewed by over 15 million people. I have to take issue with one of Senator Sander’s comments he made repeatedly throughout the evening. First, let me start by saying Bernie is the real deal. He […]
What to look for in the GOP Debate
By David Nelson, CFA Tuesday night Fox Business & the Wall Street Journal play host to the GOP and their 4th debate being held in Milwaukee, Wisconsin. The focus of the debate is the economy which of course can lead anywhere. In the end almost everything comes down to money, how to make it, how […]
Debt Collection – You have rights!
By David Nelson, CFA An 84 year old woman contacted by a California debt collection firm is told they represent a bounty hunter and that an arrest warrant has been issued for her daughter. The lie was an attempt to get her to pay a debt she didn’t even owe. Unfortunately, this is just one […]
“Man looks into the abyss…”
By David Nelson, CFA “Man looks in the abyss, there’s nothing staring back at him. At that moment, man finds his character. And that is what keeps him out of the abyss.” – Lou Mannheim from the movie Wall Street After staring into the August – September Abyss investors collectively found their character pushing the S&P […]
Like Rocky the aging bull makes a comeback
By David Nelson, CFA After taking a standing eight count the aging U.S. Bull Market makes a Rocky Balboa comeback. October’s performance to date is one of the best in years. There were a few hints along the way. The successful retest in late September and the positive signal from the Bullish Percent index were early […]
