The Money Runner
Demand Destruction
By David Nelson, CFA CMT On the heels of a dovish Fed meeting and strong employment report the S&P finished the week up better than 2%. Even more compelling, Friday marked the seventh straight session stocks ended the day at a closing all-time high. Is there anything that can stop this train and maybe more […]
What is China Exporting Now?
By David Nelson, CFA CMT Wikipedia refers to Mao Zedong founding father of the People’s Republic of China as one of the most important individuals of the twentieth century. As chairman of the Chinese Communist Party, he established the PRC in 1949 leading a repressive regime where as many as 20 million died during the cultural […]
The New Cold War!
Taiwan is likely lost already. The political appetite to defend doesn’t exist. The good news is we are starting to bring supply chains home.
PPI vs CPI – Why it matters!
By David Nelson, CFA In the face of rising investor concern on a range of issues stocks put in a strong week adding to month to date gains. The pivotal moment came Thursday with the S&P delivering its strongest day in months up +1.7%. Add Friday’s monster earnings beat from Goldman (GS) and the glass […]
Wall Street Loves it, I HATE it!
Easiest way for a CEO to hit an earnings per share target and get their bonus is a stock buyback.
Investors will know what to do
Washington needs to get their act together. David joins anchor Charles Payne to weigh in on recent market volatility.
