The Money Runner
2023 – What could spark a rally in stocks
The consensus view is that the market is looking at least another full quarter of pain. What would it take to turn that thesis upside down. $SPY $TLT $GLD $DXY
If jobs are hot why do I see a recession on the horizon?
By David Nelson, CFA CMT This is what we do. Month after month week after week. Traders, fund managers, advisors and even you at home. We wade through a mountain of economic data looking for clues as to just how good or bad the economy and some of the companies we follow are doing. Why, […]
Nothing Changes Market Sentiment Like Price
By David Nelson, CFA Investors have a myopic focus on U.S. stocks sometimes to the exclusion of most other asset classes. The stock centric thinking becomes even more pronounced when the conversation shifts to the mega cap community including Apple, Microsoft, Alphabet and Amazon. Tech has dominated investor sentiment for the better part of a decade. […]
The $1,000,000,000 Question
The Recession is coming. This is when markets should bottom. $spy #fed #recession
It’s not an Amazon Story
David joins TD Ameritrade Network Nicole Petallides to discuss Amazon’s announcement of a 10,000 reduction in headcount.
Nuclear Nightmare – How long before there’s a mistake
Dr. Strangelove has nothing on what’s taking place in North Korea. How long before there’s a mistake that can’t be walked back?
