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. […]
We’re not in Kansas anymore
By David Nelson, CFA Investors entered 2022 with several issues that needed to be resolved. The bubble in non-profitable technology stocks had already started to unwind and inflation was well on its way to becoming a problem not just for investors and the FOMC but for everyday Americans. Add a war breaking out in Ukraine that escalated […]
What is the VIX telling us now?
David joins Fox Business anchor Charles Payne along with Strategic Wealth Partners CEO Mark Tepper
Energy policy needs to pivot quickly
Energy policy needs to pivot quickly. David joins Bloomberg BNN host Jon Erlichman.
Best offense is a good DEFENSE!
Last time I looked every corner of the planet was geopolitical hotspot.
Down 90%!
By David Nelson, CFA CMT I don’t think there was a single data point on its own that sparked last week’s rally. Just enough stars aligned forcing a rush back into risk assets. In just 4 trading sessions close to half the year-to-date losses were erased. S&P 500 1 Year Data by FactSet Bulls taunted with “I told […]
Ask me when we get to 75
David joins Fox Business anchor Charles Payne along with Nancy Tengler and Jim Awad in front of a Fed meeting that will usher in the first rate hike since 2018.
