The Money Runner
BREAKING NEWS!
By David Nelson, CFA In the face of an endless wave of BREAKING NEWS banner headlines, U.S. markets put in a strong week adding to July gains. Closing at levels near resistance, stocks are within ear shot of challenging the highs earlier this year. The threatened tariffs on an additional $200 Billion in Chinese imports […]
Value Stocks are Killing Your Performance
By David Nelson, CFA In a shortened holiday week U.S. large caps managed to put in their first positive performance in the last four despite the Friday launch of $34 Billion in tariffs on China with a reciprocal move by Beijing. The strongest performance came on Friday just hours after both sides pulled the trigger […]
Q2 Earnings could make or break the year
Click here for video David joins BNN Bloomberg anchor Jon Erlichman to discuss his article on market divergence and the importance of Q2 earnings.
What keeps me up at night
By David Nelson, CFA Increased volatility and reversion to the mean have played a big role in 2018. Despite concerns surrounding trade and struggling international markets abroad, indices attached to U.S. equity have largely held up. Never the less, a number of red flags keep popping up forcing equity managers to at least ask the […]
Trade War – An Olive Branch from Europe
David joins i24 News anchor Michelle Makori to discuss recent developments breaking in the EU regarding trade in the auto sector.
The Crowded Trade
David joins Fox Business anchor Charles Payne to discuss what he calls a crowded trade. The new Nifty Fifty.
