The Money Runner
Bear Market – The Day After
By David Nelson, CFA CMT Before we get started put down the knives, get off twitter and take a breath. I’m not calling the end of the bear market. If I could do that with a high degree of accuracy I’d have my jet, wouldn’t even be writing this post and I’d be done staring […]
Can the Fed fight inflation without causing a recession?
David joins Fox Business anchor Maria Bartiromo along with Strategic Wealth Partners CEO Mark Tepper to discuss the markets and the Fed.
No one is talking about a soft landing anymore
By David Nelson, CFA Let’s start the conversation by agreeing we need to cure the cancer of inflation. An unchecked rise in prices spinning out of control helps no one and risks pushing the U.S. economy further into crisis. However, every oncologist knows that administering chemotherapy at a pace beyond what the body can absorb […]
Fed Keeps Moving the Goal Posts
By David Nelson, CFA Investors understand markets are discounting mechanism that look to perceived future cash flows to price an asset today. It doesn’t matter what the asset is, stocks, bonds, real estate or even art. All are subject to the financial laws of nature. Art doesn’t generate income at least not until it is […]
It wouldn’t take much to light the fuse
Yesterday Nancy and I Yesterday with Fox Business anchor Charles Payne and Nancy Tengler CIO Laffer Tengler Investments. We covered a lot of ground all leading up to today’s FOMC decision.
Fed Soft Landing – All we need is a miracle
By David Nelson, CFA CMT January 15, 2023 will be the 14th anniversary of the Miracle on the Hudson. Shortly after taking off from LaGuardia airport Captain Chesley “Sully” Sullenberger and Co-pilot Jeff Skiles glided a powerless Airbus A320 to a safe landing on New York’s Hudson River. Flight 1549 experienced a bird strike that […]
Talking Points MWM
David weighs in on several stories hitting the tape including censorship, section 230 and the Fed.
