The Money Runner
Is the Fed losing control?
David joins Fox Business anchor Charles Payne along with Erin Gibbs to discuss the latest disappointing jobs numbers. David believes the Fed is losing control of the long end of the curve.
Job Market Tests Positive
By David Nelson, CFA CMT Friday’s jobs numbers were disappointing on a lot of levels. It confirmed Delta has started to slow economic activity. Industries on the front lines including airlines, travel and hotels have been first to feel the pain. Leisure and hospitality added nothing and even education came in below expectations. It really […]
It’s a national security threat
America can’t keep depending on our adversaries like China for mission critical manufacturing needs. It’s not just an economic concern, it’s a national security threat.
The only thing going up faster than stocks
By David Nelson, CFA CMT The Bull Case – The only thing going up faster than stocks are earnings. A year ago, 12-month forward earnings were about $150 and today estimates project $211 a near 40% bump. The S&P on a price basis is up 28% and 31% if you count dividends. All during that […]
What Kabul means for U.S. markets
By David Nelson, CFA CMT Friday’s feel-good rally wasn’t enough to keep the major indices from slipping into the red for the week. The tragic scenes in Kabul, mounting foreign policy challenges for the President along with a wave of economic data less than ideal proved too much for stocks as investors dialed back exposure. […]
US vs China – How bad will it get?
David joins Fox Business anchor Maria Bartiromo to discuss China and the risks to U.S. investors. It’s worse than you think
Delta Headwind
David goes one on one with Fox Business anchor Charles Payne to discuss the latest on Delta and what it means for your stocks.
