The Money Runner
EXXON (XOM) CEO Supports Bull Market Call!
By David Nelson, CFA For the last several months, I’ve been writing about the U.S. transitioning from a cyclical to a secular bull market. You’ve seen me on your favorite news channel talk about it, while imploring viewers to buy into it. The singular most important part of my thesis is that the United States […]
Janet Yellen – Her First Challenge in 2014
By David Nelson, CFA Last night the Senate confirmed Janet Yellen as the next Fed Chairwoman. The confirmation was never in doubt but Fed watchers were all curious as to how large the margin would be. Many believed the no votes might be as high as 30, matching exiting Chairman Bernanke. With a vote of […]
Boeing Vote Ends the Battle But Not the War!
By David Nelson, CFA Seattle – Late Friday, officials of the International Association of Machinists and Aerospace, Boeing’s (BA) largest union, announced members had voted to accept management’s recent offer. The vote brings an end to a bitterly fought standoff not just between the union and management but amongst the union members themselves. In recent […]
2014 – Why the Ride Isn’t Over!
By David Nelson, CFA Gordon Gekko – “This is your wakeup call pal. Go to work.” It’s 6:30 am Wednesday, January 1st 2014 and I can’t get my mind off Gekko’s call to Bud Fox in the movie “Wall Street.” Obviously, I didn’t make it to Times Square last night, so I decided to start […]
YOU ARE WHAT YOU EAT!
By David Nelson, CFA With sales growth stagnant for many of our nation’s leading consumer brands, growth investors have found the sector problematic. More than 2/3 of companies represented in the consumer staples sector of the S&P 500, have underperformed the index in 2013. The saving grace for some of America’s largest brand names was […]
You’re Fired!
By David Nelson, CFA You’re fired! Whether it’s Donald Trump on The Apprentice, or your boss asking for your security pass, getting fired is an emotional event. Fear, failure and yes even panic are the first emotions we deal with. It often means tapping into savings and a step down in your lifestyle while you scramble […]
Freeport (FCX) CEO Adkerson Gets the Gold & Shareholders Get the Shaft
It’s only been a year since the board and management of Freeport McMoRan (FCX) launched a self-serving deal that lined the pockets of insiders while losing $Billions in market cap for shareholders. Here they are once again pushing the envelope on greed and incompetence. Yesterday the company awarded CEO Richard Adkerson 1 million restricted stock […]
