The Money Runner
Drilling for $DOLLARS
David joins Fox Business anchor Charles Payne and Senior Managing Director for Clearstead Jim Awad to weigh in on the recent market rotation and how to play it.
2022 KICKOFF!
By David Nelson, CFA CMT 2021 surprised investors delivering a +28.7% return in the face of mounting global and domestic challenges. The more exposure you had to U.S. equity the better the performance. While the broad market provided a relatively smooth ride with low realized volatility, beneath the surface sector and style performance shifts were […]
When doves turn into hawks
When #Fed doves start to sound like rate hawks it’s a good bet #FOMC is behind the curve. Meanwhile the long end of the curve doesn’t agree $SPY $TLT #economy
When doves become hawks
Fox Business anchor Charles Payne had the best line. Fed doves are now starting to sound like Hawks.
Elephant in the Room
Friday’s #CPI and today’s #PPI are going to shape the narrative for the rest of the year and well into 2022. $FDX preview…
2022 – Big shift in positioning
David joins Bloomberg Canada news team to discuss market outlook for next year.
