The Money Runner
Designated Survivor
David weighs in on the challenge of close proximity businesses with Fox Business anchor Cheryl Casone and Bank of New York Chief Strategist Alica Levine.
America re-opening is only half the battle
By David Nelson, CFA Markets took a pause last week while at the same time completing one the biggest single month gains in a generation. It would be nice to believe the challenges ahead are few and that 2020 is just a cyclical downturn easily followed by the next leg of a bull market. Unfortunately, […]
46 Days
By David Nelson, CFA CMT In the early days of the pandemic equity markets reacted to a combination of data, news driven events and of course human emotion. Plummeting at a pace not seen in recent history it took just 23 trading days for stocks to fall from peak to trough. This historic downturn dwarfs the […]
Two Markets
By David Nelson, CFA Two months into the pandemic and its aftermath, U.S. markets have split in two. On one side we have the designated survivors: cash rich, high quality or essential service companies and on the other side, everything else. Behind the chaotic near historic price moves of the last several weeks stocks were […]
Live from the Bunker – The Conversation Shifts
David talks to Bloomberg anchor Jon Ehrlichman about the latest news on the war against COVID-19
Re-opening the economy
David joins Fox Business host Charles Payne to discuss how the conversation has shifted to re-opening the economy
Let stock buybacks die
By David Nelson, CFA COVID-19 has done more than bring the world economy to its knees. It’s forcing decisions about life and death beyond that of our neighbors and loved ones. The actions of government and now the Federal Reserve includes a rescue package $Trillions in scope whose current goal is to return the status […]
Market Triage
By David Nelson, CFA CMT In just 23 trading days from February 19th to March 23rd U.S. equity markets declined on average (-39%). To put that perspective the Dot.com bubble took over 600 trading days from March 2000 – October 2002. Even the Financial Crisis of 2008 ending 2009 took over 350 trading days. To […]
