The Money Runner
Cyber War – Act II
By David Nelson, CFA CMT Late Friday a massive Ransomware attack linked to Russia based REvil hit thousands of companies in more than 11 countries. The attack comes just weeks after a Biden warning to President Putin laying out 16 critical infrastructure sectors that are hands off. Cyber-attacks are quickly becoming the biggest threat world economies […]
The USS Teflon Market
By David Nelson, CFA USS Teflon Market sailed past the FOMC iceberg I called out in last week’s post. On the heels of a Fed decision week that pushed June into negative territory stocks reversed course putting in their best week since March. The reflation trade bounced hard waving off concerns of a hawkish tilt in […]
How Big is Too Big?
David joins Fox Business anchor Maria Bartiromo to weigh in on Microsoft joining the $2 Trillion Club
Iceberg Dead Ahead!
By David Nelson, CFA CMT The iceberg barely visible in my post from last week came into full view following Wednesday’s FOMC decision and the release that followed. If the analyst notes post the decision are any indication it seems Jay Powell and company caught the street by surprise. While the overall hit to the […]
State of the Market
By David Nelson, CFA CMT All in Friday’s payroll numbers we’re just what was needed to offset the rising fear that the Fed was falling behind the curve. 559K was a little light and at that pace would take about 16 months for the 8 million still unemployed to return to work getting us back to […]
Cracks in the Facade
By David Nelson, CFA CMT Last week may have ended on a high note but visible cracks in the market façade weighed on investor sentiment. Inflation expectations took center stage as both headline CPI and PPI releases came in well above expectations prompting a modest flight from risk assets. Stocks recovered on both Thursday and […]
CYBER – The DarkSide
DarkSide a super secret organization tries to paint themselves as some kind of digital age Robinhood. David weighs in. Click Here for video
