The Money Runner
Caterer to Mercenary – Inside look into the military coup in Russia
By David Nelson, CFA CMT BREAKING NEWS! Every so often, a story takes shape that justifies the most overused graphic in broadcast media. The recent events in and outside Russia justify that headline as the most important story of the year unfolds. Over the weekend, an attempted military coup took place in Russia. The Wagner Group, […]
You can’t handle the truth – Do the Math on the 2023 Bull Market
By David Nelson, CFA The narrative for 2023 and a bull market that continues to get little respect is that without the support of its $trillion market cap members, most of the market is little more than roadkill. Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN) and its latest addition, Nvidia (NVDA) have put in […]
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 […]
When is the best time to get out of mega cap stocks? Asking for a friend.
By David Nelson, CFA CMT Did anything change last week? Not really. It was a modestly downbeat week with the exception of Friday’s monster rally on the heels of a solid quarter from Apple (AAPL). The stock sits just shy of the August 2022 high and only modestly below all-time highs set in 2021. Bloomberg Data […]
Size Matters
By David Nelson, CFA CMT Earnings are about to get real as some of the largest companies on the planet are set to report. It’s time for these Mega Cap giants to live up to their safe-haven image buoyed by fortress like balance sheets and secular growth trends that should protect them in times of […]
Wall Street Wars: Biden, Trump and Seinfeld Take Center Stage
By David Nelson & ChatGPT Fade in applause Jerry on stage JERRY What’s the deal with March Madness in the stock market? I mean, one minute we’re cruising down the highway and the next minute we hit a pothole the size of Texas. And what do we do when we hit that pothole? We start […]
Shotgun Marriage – UBS Credit Suisse
By David Nelson, CFA CMT Swiss authorities had considered a full nationalization of Credit Suisse Group but it looks like UBS has agreed to an acquisition of the troubled institution at just over $3 billion. Unknown how forceful the persuasive argument was from Swiss authorities but it looks like they will shower UBS with enough […]
