The Money Runner
Wipeout!
By David Nelson, CFA CMT September all but wiped out the strong start to Q3 with both the Dow and NASDAQ ending the quarter in the red leaving only the S&P 500 fractionally in the green up just +0.58%. There was no shortage of suspects to blame. Rising yields, a coming taper, Delta, China, inflation, […]
Rushing to the other side of the lifeboat
David joins Fox Business anchor Charles Payne and Gary B Smith to weigh in on the recent violent swings in the market
Tough Love
By David Nelson, CFA CMT The Fed last week scraped together just enough tough love prove they have investor’s backs on a range of issues. A taper that is likely to be announced in November could easily take until mid-2022 and there is all but a promise of no rate hikes until the end of […]
Tough Love – The Movie
David joins Yahoo Finance panel including anchors Adam Shapiro, Seana Smith and Stifel Chief Economist Dr. Lindsey Piegza. Click Here for video.
Fed Day – The beginning of the end…
By David Nelson, CFA CMT As strategists, portfolio managers, analysts, or market pundits we tend to hype the importance of events to support a narrative that explains our market outlook. In the last decade it has been hard to write a market piece or research report without some mention of the Federal Reserve and or […]
Avoiding the Hangover
By David Nelson, CFA CMT They say a picture is worth a thousand words. The graphic below tells a lot about the mental state of U.S. investors. No one wants to leave the party but at the same time they don’t want to wake up in the morning with a hangover. In that mindset investors […]
Is the Fed losing control?
David joins Fox Business anchor Charles Payne along with Erin Gibbs to discuss the latest disappointing jobs numbers. David believes the Fed is losing control of the long end of the curve.
Job Market Tests Positive
By David Nelson, CFA CMT Friday’s jobs numbers were disappointing on a lot of levels. It confirmed Delta has started to slow economic activity. Industries on the front lines including airlines, travel and hotels have been first to feel the pain. Leisure and hospitality added nothing and even education came in below expectations. It really […]
