The Money Runner
Running On Empty – Why a debt deal could be bad news for stocks
By David Nelson, CFA You’ve probably had this conversation with friends and family. It goes something like this. What happens to my 401k and other investments if Democrats and Republicans can’t come to a compromise over the debt ceiling? U.S. debt is a staggering 31.4 trillion and debt to GDP is at the highest levels […]
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 […]
Avoiding the Hangover
By David Nelson, CFA CMT They say a picture is worth a thousand words. The graphic below tells a lot about the mental state of U.S. investors. No one wants to leave the party but at the same time they don’t want to wake up in the morning with a hangover. In that mindset investors […]
Surprise move from White House gets debt ceiling deal
David weighs in on the President’s decision to cut a deal with the Democrats.
Goldman CEO sees something he doesn’t like in the market
David joins Fox Business team including Cheryl Cassone and Lauren Simonetti to discuss Goldman CEO Lloyd Blankfein’s comments on the market as well as discuss the President’s surprise move to end the debt ceiling debate.
You Don’t Screw Around with the Good Faith and Credit of the United States
David warns the market reaction to failing to raise the debt ceiling would be violent and potentially as catastrophic as the failure of Lehman Brothers.
Good Faith and Credit of the United States
David weighs in on a range of issues from Ryan’s comments on tax reform to the Debt Ceiling. “You don’t screw around with the good faith and credit of the United States.”
