The Money Runner
FAANG Revenge
By David Nelson, CFA CMT Year to date we’ve seen several asset class battles as investors rushed from one side of the lifeboat to the other. Coming into the start of 2021 we picked up right where we left off. A pro-cyclical rally led by Energy, Financials, Materials and Small Cap stocks (IWM) have outpaced […]
As the Worm Turns
By David Nelson, CFA CMT The worm has turned is an idiom often associated with the change of fortune of a person. I’m going to take the liberty and focus it right where it matters most your pocketbook. In the context of the last 10 years what we’ve seen in the last couple of months […]
