The Money Runner
Are we in recession or not?
By David Nelson, CFA CMT The administration, the press and some leading economists are having trouble with the term recession and its definition. So much so that it’s sparked a raging political debate with each side accusing the other of misleading the American people. It doesn’t matter what talking heads including yours truly think. The American people […]
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 […]
Recession Obsession
By David Nelson, CFA U.S. markets put in their first up week in nearly 2 months. After coming dangerously close to the traditional bear market, down 20% the S&P struggled for a few days and then exploded higher. Nothing changes sentiment like price. We’ll see in the weeks ahead if sentiment readings from AAII improve. (Click on charts to […]
Recession? – Markets have already decided
David joins Fox Business anchor Maria Bartiromo to weigh in on the inflation debate.
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 […]
