The Money Runner
Operational Risk Management 2023 – Portfolio Go No Go Checklist!
By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. It’s an imperative before launching any mission and commonly used by pilots in making go no go decisions. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of […]
Looking to 2023
David joins Fox Business anchor Cheryl Casone to discuss the look ahead to next year.
Jay Powell wants you to lose your job
David joins Fox Business anchor Maria Bartiromo and Strategic Wealth Partners CEO Mark Tepper to weigh in on housing and the economy.
2023 – What could spark a rally in stocks
The consensus view is that the market is looking at least another full quarter of pain. What would it take to turn that thesis upside down. $SPY $TLT $GLD $DXY
If jobs are hot why do I see a recession on the horizon?
By David Nelson, CFA CMT This is what we do. Month after month week after week. Traders, fund managers, advisors and even you at home. We wade through a mountain of economic data looking for clues as to just how good or bad the economy and some of the companies we follow are doing. Why, […]
Nothing Changes Market Sentiment Like Price
By David Nelson, CFA Investors have a myopic focus on U.S. stocks sometimes to the exclusion of most other asset classes. The stock centric thinking becomes even more pronounced when the conversation shifts to the mega cap community including Apple, Microsoft, Alphabet and Amazon. Tech has dominated investor sentiment for the better part of a decade. […]
The $1,000,000,000 Question
The Recession is coming. This is when markets should bottom. $spy #fed #recession
It’s not an Amazon Story
David joins TD Ameritrade Network Nicole Petallides to discuss Amazon’s announcement of a 10,000 reduction in headcount.
