The Money Runner
Recession Obsession
By David Nelson, CFA U.S. markets put in their first up week in nearly 2 months. After coming dangerously close to the traditional bear market, down 20% the S&P struggled for a few days and then exploded higher. Nothing changes sentiment like price. We’ll see in the weeks ahead if sentiment readings from AAII improve. (Click on charts to […]
The Global Elite meet in Davos – What could go wrong?
David sits down with i24 News anchor Michelle Makori to weigh in on Davos, comments from Mnuchin, Dimon and Macron.
The U.S. Dollar – Public Enemy #1
By David Nelson, CFA A myriad of factors seem to be colliding forcing some of the world’s top strategists to the sidelines. The approaching election, a confused Fed and stretched valuations weigh on sentiment as the markets here continue to churn forcing investors to bounce from one sector to the next searching for the Holy […]
Fed Transparency – Clear as Mud
By David Nelson, CFA Even the press are starting to refer to the Fed’s annual trek to Jackson Hole as little more than a circus. (Barron’s: Fed’s Jackson Hole Circus) I said in last week’s post the commentary will be about as clear as mud followed by a parade of Fed officials each expressing their […]
Line in the Sand for the S&P 500
By David Nelson, CFA Obviously yesterday was an uncomfortable one for the bulls. Whenever we get sell offs like this we all become chart gazers looking for levels of support. Where can we draw that line in the sand? For more than a year the 120 day has been a pretty good place to start. […]
