The Money Runner
Calling it the I.R.A. is an Insult
By David Nelson, CFA The Inflation Reduction Act of 2022 has passed the Senate with a tie breaking vote from Vice President Kamala Harris. Democrats have been desperate to put some points on the board and the secret negotiations between Senator Joe Manchin and Majority leader Chuck Schumer pushed the bill closer to the finish […]
Market Trap?
David joins Fox Business host Charles Payne and Strategic Wealth Partners CEO Mark Tepper to discuss the recent rally in risk assets
ChipGate
David joins the National Report to discuss the Senate Semiconductor bill and insider trading by members of Congress
We the People
By David Nelson, CFA CMT Congress is close to passing a $52 Billion subsidy for the Chip industry to on shore semiconductor manufacturing here in the United States. Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it […]
Growth at the Right Price
David joins Fox Business anchor Charles Payne to discuss earnings and the latest economic news.
Moneyball – The Wall Street Edition
By David Nelson, CFA CMT Earnings season is an expectations game. I use the word game because in many ways that’s just what it is. Every sport has analysts who crunch the data coming up with point spreads, player health, weather, etc. Some are even able to make an informed guess on whether the runner […]
The Wild Card – Oil!
By David Nelson, CFA CMT The first half of 2022 left little to cheer about. The bear market at its lows wiped out $10 Trillion in U.S. market cap. The temporary cease fire that drove stocks +4% off the lows didn’t hold as markets gave back about half those gains last week. Year to date, […]
CEASE FIRE!
By David Nelson, CFA Throughout history every war has seen periods where the fighting stops and weary soldiers get a chance to lay down their arms. For soldiers on the front lines the operational tempo of conflict forces them to live on the cutting edge and summon all their skills just to survive. Real soldiers of course […]
