The Money Runner
Dr. Fauci – It’s time to go
By David Nelson, CFA CMT A return of Covid restrictions and the inevitable reduction in economic activity is still the biggest risk investors face and in part likely explains some recent behavior in fixed income markets. As the Wall Street Journal points out virus cases are on the rise especially in parts of the country where […]
UPS – Buy Bail or Hold
David joins Fox Business Anchor Charles Payne to discuss the outsized post earning’s moves of your favorites stocks
China – It’s worse than you think
David joins Bloomberg’s Jon Ehrlichman to weigh in on the recent weakness in Chinese shares.
Peak Growth – The Movie
We’re at peak growth right now. The key for investors. What are we slowing down to.
Hero to Zero
By David Nelson, CFA CMT Questioning the catalyst for the S&P 500’s first down week in a month investors went into the weekend looking for answers. Whenever we don’t have a clear explanation about price momentum or the lack there of, we scrub the numbers searching for a data point or factor to placate our […]
Is this as good as it gets?
Estimate revisions are likely peaking. Buybacks at a record are holding up the earning’s of some of the biggest companies. $590 Billion in authorizations year to date.
Growth Mirage
By David Nelson, CFA CMT With the first half of the year in the rear-view mirror I thought it would be a good time to share some conversations taking place on the Belpointe Trade Desk. You can’t buyback your way to growth Source FactSet Last week United Asset’s Tom Healy and Matt DeLorenzo were guests […]
