The Money Runner
Stocks Priced for Perfection!
https://youtu.be/ggGBuEniBHA David covers a range of topics for Canada’s BNN. Stocks priced for perfection, the Fed and CEOs more concerned with their paycheck then the growth of the company.
What’s Driving the Market?
By David Nelson, CFA In the face of so-so data and an economic pulse that looks more like an EKG going into cardiac arrest investors want to know “What’s driving the market?” The earnings season is drawing to a close and as Goldman points out in a recent note one consistent theme seems to ring […]
Consumer Staples, Utilities & Bonds – Is it Safe?
By David Nelson, CFA U.S. Stocks have paid off handsomely over the last 5 years but it’s been the perceived safe haven trade that has captured the hearts and minds of investors. Utilities (XLU), Telecoms (XTL), Consumer Staples (XLP), Treasuries (TLT) and all manner of fixed income have been the go to investments especially for […]
It’s All About Oil – The Movie
https://youtu.be/hBTfb-x8EKY David discusses the days action in the market and why oil has been a leading indicator. He also talks about the election and how it is playing out for investors.
It’s Still All About Oil
The Top Strategists are tripping over themselves to call the top in the market on the heels of Jeff Gundlach’s call to sell everything. To be fair there are a lot of red flags but it isn’t all doom and gloom either. The biggest challenge is the election cycle. We haven’t been here before. Two […]
Are current levels in the S&P 500 justified?
Scott Gamm and I talk about valuation levels for the SPX as well as what the week looks like with Apple (AAPL) earnings and the FED on deck. Click on picture for video.
Is the VIX flashing Warning or All Clear?
By David Nelson, CFA Geopolitical turmoil has had little effect this year as traders have used any sell off to increase market exposure. The good news is the market seems to be able to push higher and sustain altitude even while in overbought territory. The bad news is complacency is high with the (VIX) SPX Options […]
Turkey – Economic Fallout from a Failed Military Coup
https://youtu.be/iB4lIEWe8fo David weighs in on the economic fallout of a failed military coup. “The world is watching”
