The Money Runner
It’s Still All About Oil
The Top Strategists are tripping over themselves to call the top in the market on the heels of Jeff Gundlach’s call to sell everything. To be fair there are a lot of red flags but it isn’t all doom and gloom either. The biggest challenge is the election cycle. We haven’t been here before. Two […]
Climbing the Wall – April 2014 Alpha Select Update
Alpha Select – April 2014 Update *Alpha Select – MTD (-0.11%) YTD +2.80% **S&P 500 – MTD +0.62% YTD +2.53% * Net of Fees ** Includes Dividends By David Nelson After starting off the month with a push to all-time highs markets quickly headed south and by mid-month were down close to 4%. Even confirmed […]
Every Bull Market Feels Like a Bubble
During every Bull Market we see a parade of analysts, portfolio managers and talking heads trying to call the top. Screams that the market is a bubble and the end of the world is just around the corner are heard daily. If I look back over my career, I’m sure I’m guilty as well. The […]
Was Bill O’Reilly Wrong on Minimum Wage?
I usually find myself in agreement with most of Bill’s nightly memos. He does a masterful job of taking on the difficult issues facing our society. However, when he delves into the world of economics, he sometimes doesn’t grasp the secular themes at the heart of the problem. In a recent show he talked about […]
