The Fed needs to tame the inflation beast
Click on picture for video. Sat down with TD Ameritrade host Oliver Renick to weigh in on the Fed and stocks reporting tonight and in the morning.
Recession – The Fed says “it’s different this time”
By David Nelson, CFA Markets have always climbed a wall of worry and this year is no exception. High on the list of investor concerns is inflation data that may not be falling fast enough for many officials in the FOMC. There’s a reason why they say the Fed keeps hiking until something breaks. All to […]
This chart shows why stock futures are down this morning
By David Nelson, CFA Last week’s modest pull back in U.S. stocks was surprising given the current headwinds and challenges for risk assets. 2-year treasury yields are the highest since last November. Short duration fixed income and cash instruments are offering a competitive alternative to stocks. This morning futures reflect that reality with most markets […]
The Biggest Risk for the market isn’t the FED!
David joins Fox Business anchor Charles Payne to weigh in on the markets and today’s FOMC decision.
U.S. Debt Crisis – Is it time to use the nuclear option?
By David Nelson, CFA They say the market climbs a wall of worry. I’ve been hearing that my whole career and for the most part, it’s true. In fact, it’s so true that when there’s nothing to worry about, it’s probably a good time to sell. Part of the job in running money is to […]
2023 Predictions – Hero to Zero in a New York Minute
By David Nelson, CFA CMT Everyone loves predictions. Sports, politics, markets, even chess, it doesn’t matter. If it can produce a winner or loser someone is going to make a prediction and even more will risk dollars betting on the outcome. You can go from Hero to Zero in a New York Minute if you […]