The Money Runner
What’s Driving the Market?
By David Nelson, CFA In the face of so-so data and an economic pulse that looks more like an EKG going into cardiac arrest investors want to know “What’s driving the market?” The earnings season is drawing to a close and as Goldman points out in a recent note one consistent theme seems to ring […]
Consumer Staples, Utilities & Bonds – Is it Safe?
By David Nelson, CFA U.S. Stocks have paid off handsomely over the last 5 years but it’s been the perceived safe haven trade that has captured the hearts and minds of investors. Utilities (XLU), Telecoms (XTL), Consumer Staples (XLP), Treasuries (TLT) and all manner of fixed income have been the go to investments especially for […]
Fed Looking at Buffett’s Investments in Wells Fargo
He’s done it before with American Express and now Buffett wants to increase his holdings in Wells Fargo. Will the Fed let him?
Boomers’ New Source of Income
David joins Alexis Christophorous and Justine Underhill to talk about Baby Boomers profiting from Millenials.
4 Years Later Amazon is Back Inside Target
4 years after Target kicked Amazon products out of their stores they’re back in. During that time Amazon added 19 Million Prime subscribers. David discusses with the Yahoo panel.
It’s All About Oil – The Movie
https://youtu.be/hBTfb-x8EKY David discusses the days action in the market and why oil has been a leading indicator. He also talks about the election and how it is playing out for investors.
It’s Still All About Oil
The Top Strategists are tripping over themselves to call the top in the market on the heels of Jeff Gundlach’s call to sell everything. To be fair there are a lot of red flags but it isn’t all doom and gloom either. The biggest challenge is the election cycle. We haven’t been here before. Two […]
Are current levels in the S&P 500 justified?
Scott Gamm and I talk about valuation levels for the SPX as well as what the week looks like with Apple (AAPL) earnings and the FED on deck. Click on picture for video.
