No one is talking about a soft landing anymore
By David Nelson, CFA Let’s start the conversation by agreeing we need to cure the cancer of inflation. An unchecked rise in prices spinning out of control helps no one and risks pushing the U.S. economy further into crisis. However, every oncologist knows that administering chemotherapy at a pace beyond what the body can absorb […]
I stared at the screen for 10 minutes
By David Nelson, CFA CMT After Friday’s non-farm payroll release I stared at the screen for 10 minutes in disbelief. I kept looking to see if someone at the BLS (Bureau of Labor Statistics) forgot to put a minus sign in front of the number. Just about everything related with COVID-19 has challenged some of […]