The Money Runner
KRYPTONITE
David joins Fox Business anchor Maria Bartiromo, James Freeman of the Wall Street Journal and Monica Crowley former Assistant Secretary of Treasury for Public Affairs.
Recession!
By David Nelson, CFA The two-year treasury yield briefly pushed above the 10 year early this morning. On a sustained basis it’s often thought of as a leading indicator of a coming recession. Some parts of the curve are already inverted and of course all this comes on the heels of a very disappointing inflation […]
It’s worse than we thought!
By David Nelson, CFA The debate over peak inflation and whether it’s arrived or still lies in front of us really doesn’t matter anymore. Whatever metric you’re using, retail giants Target (TGT) and Walmart (WMT) along with a host of other retailers have confirmed our worst fears. It’s worse than we thought (Click on charts […]
The Money Runner: Talking Points Week 20
By David Nelson, CFA As we head into week 20 for 2022 there’s one question on every investor’s mind: Was Friday’s surge off the bottom the beginning of something sustainable or just a one day cease fire in a war that has wiped $7 Trillion in the S&P 500 alone? First, from a technical perspective nothing […]
