The Money Runner
The China Syndrome
By David Nelson, CFA Ukraine – The fight for survival and the horrors of a conflict half a world away hasn’t been lost on equity markets. Stocks were challenged even before the invasion as the Fed was preparing to launch an aggressive policy of raising rates while at the same time reducing a massive balance sheet. […]
The Cost of Freedom
By David Nelson, CFA CMT Half a world away freedom is dying tonight. Ukraine citizens represent what America used to be more than a half century ago. I guess the reckless shelling of the Zaporizhzhia nuclear power plant in Lviv was my breaking point forcing me into a Network Character Howard Beale moment screaming “I’m […]
Investors brace for a correction
By David Nelson, CFA CMT Monday looks to open the same way Friday closed, only worse. Fear, confusion combined with valuations in the upper quadrant create a toxic cocktail. Its true stocks don’t live in a vacuum and compared to U.S. treasuries are the better asset class. However, fear authorities are losing their grip on […]
Market MVP Award goes to…
By David Nelson, CFA CMT There’s no other way to put it. 2019 was an extraordinary year some even calling it the GOAT. Sentiment heading into 2020 is a near polar opposite from this time last year. We kicked off 2019 adding to a Christmas eve rally but the sentiment was anything but jubilant. Coming on […]
Facebook vs the New York Times
David and the panel discuss the Facebook’s decision to not fact check political ads.
