Record your question

The Money Runner

Artificial Intelligence

You can’t handle the truth – Do the Math on the 2023 Bull Market

  • David Nelson
  • June 20, 2023
  • 7 min read

By David Nelson, CFA The narrative for 2023 and a bull market that continues to get little respect is that without the support of its $trillion market cap members, most of the market is little more than roadkill. Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN) and its latest addition, Nvidia (NVDA) have put in […]

Read More

When Is It a Good Idea to Make an All In Bet

  • David Nelson
  • June 12, 2023
  • 7 min read

By David Nelson, CFA Going all-in. When do you make that bet? We see it in the movies all the time. Gamblers living on the edge push the chips to the center of the table confident there is no way they can lose. How does that scene play in the real world outside of a Hollywood […]

Read More

Evolution or Revolution: The AI Era Through the Eyes of an Investor

  • David Nelson
  • May 15, 2023
  • 7 min read

David Nelson, CFA CMT Artificial intelligence is capturing the hearts and minds of investors. And why not? Real intelligence on so many levels is missing in action. As humans we seem to stumble from one bad decision to the next. What could be more exciting than a new technology that takes some of the burden off […]

Read More

Size Matters

  • David Nelson
  • April 24, 2023
  • 3 min read

By David Nelson, CFA CMT Earnings are about to get real as some of the largest companies on the planet are set to report. It’s time for these Mega Cap giants to live up to their safe-haven image buoyed by fortress like balance sheets and secular growth trends that should protect them in times of […]

Read More

.