The Money Runner
Bonds Aren’t Following the Bull Market Script
By David Nelson, CFA With equity markets (SPY) at all-time highs investors are searching for any signal that could give them an advance warning to pull the rip cord. Even in the face of a paralyzed Washington traders have stepped in to buy each and every dip. Tax reform and other market friendly initiatives have […]
Forget North Korea – Something even more sinister is lurking in the shadows
By David Nelson, CFA The usual suspects’ valuation and politics both played a role in last week’s market decline. However, it’s safe to say rumors of another nuclear test on the Korean peninsula forced traders to the exit as the S&P 500 (SPY) closed at the lows of the day, week and month heading into […]
Market Assassins
By David Nelson, CFA Investor concern has been rising and reflected in the sideways price action over the last several weeks. We’ve rounded up the usual suspects including valuation, politics, military action and the Fed as potential assassins to a bull market now entering its 9th year. Before we break out the cyanide capsules it’s […]
The $4.5 Trillion Dollar Problem
David comments on the FOMC minutes in back to back interviews for CNBC and i24 News.
The Fed Surprise
David points out the only surprise in the March Fed Policy statement. Caught Hedge Funds off sides…
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.
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.
Trump & the Fed – Is Yellen on the way out?
David shares his take on Trump’s view of the Fed and the odds of Yellen giving up the Chair.
