The Money Runner
Rethinking 60-40
By David Nelson, CFA CMT We came into 2022 with a set of market challenges investors knew would prove difficult.The Fed was already gearing up for an intense interest rate hiking cycle, the first since 2018. Add a frightening war in the Ukraine, a sociopath in Russia hell bent on turning the clock back 30 years […]
Ask me when we get to 75
David joins Fox Business anchor Charles Payne along with Nancy Tengler and Jim Awad in front of a Fed meeting that will usher in the first rate hike since 2018.
I’ll take the over
David joins TDA Network host Oliver Renick to weigh in on Monday’s tepid market action as investors brace for important economic data.
The R Word
By David Nelson, CFA CMT On the heels of 4 chaotic weeks Apple (AAPL) provided enough of a beat and positive forward guidance to shore up investor confidence, even if just for a day. After several round trips, the selling ended about 2:30PM Friday, setting up a 90-minute surge into the bell. While the volume […]
No Man’s Land – How Far Could Stocks Fall?
By David Nelson, CFA CMT There are no easy answers as to why markets fell apart last week. All the usual suspects had a hand in the carnage. A Fed increasingly behind the curve, inflation expectations rising, a news cycle that gets more frightening by the day and the growing realization that there is payback for […]
