The Money Runner
State of the Markets
Click Here for David’s latest comments on the Fed, Delta and his favorites stocks.
9 Months Later
By David Nelson, CFA CMT For 9 months the S&P 500 has steadily pushed higher in a relatively tight channel masking the true volatility. Investors spent much of that time rushing from one secular trade to the next trying to decide if the glass was half full or half empty. Of course, 9 months almost to […]
Dr. Fauci – It’s time to go
By David Nelson, CFA CMT A return of Covid restrictions and the inevitable reduction in economic activity is still the biggest risk investors face and in part likely explains some recent behavior in fixed income markets. As the Wall Street Journal points out virus cases are on the rise especially in parts of the country where […]
UPS – Buy Bail or Hold
David joins Fox Business Anchor Charles Payne to discuss the outsized post earning’s moves of your favorites stocks
China – It’s worse than you think
David joins Bloomberg’s Jon Ehrlichman to weigh in on the recent weakness in Chinese shares.
Peak Growth – The Movie
We’re at peak growth right now. The key for investors. What are we slowing down to.
