The Money Runner
U.S. Market at Record Highs But Trouble is Brewing in Europe
By David Nelson, CFA Right out of the gate stocks marched higher this month picking up where January left off. The broadcast and print media both point to the animal spirits unleashed following the election and to be fair some of the rhetoric is true. However, when you dig deep that’s not the entire story. […]
Why are utilities making a comeback?
By David Nelson, CFA In a recent note Goldman (GS) Strategist David Kostin points out that; “Fund managers are currently caught between a long list of risks and a market climbing steadily to new record levels.” It’s early in the year but the cost of being under invested or even worse short, already is producing casualties. U.S. markets had […]
David Nelson Highlight Reel 2017
David joins the panel on several of the major networks to discus Brexit, Politics, Markets and your favorite stock.
Trump Signs Executive Order on Regulations
David joins i24 News anchor Michelle Makori to discuss President Trumps executive order to roll back regulations. David says the devil is in the details.
Olive oil & the economy
David joins host Michelle Makori to discuss olive oil and the economy. That’s how we started off but eventually got to more important issues like the Fed, tax reform and other issues important to investors.
I’m getting worried because I’m running out of things to worry about
By David Nelson, CFA “Markets climb a wall of worry.” It’s a phrase used to describe market rallies in the face of rising investor concern. Wall Street and the media have hundreds of these phrases to put into a few words complex interrelationships that ask the near impossible of investors. Make a binary decision based […]
The Market Rally – Up Close & Personal
David joins Michelle Makori on the new I24 News set from Times Square to discuss the market rally and why he’s getting worried.
The Border Tax
By David Nelson, CFA Last week was another reminder that the order in which President Trump attacks his agenda is very much on the mind of both institutional and retail investors. In my end of January article Trumped Up Market I discussed the direct parallel of market performance to the rollout of administration policy. [“Obviously, […]
