The Money Runner
The Dot Plots Moved
Post the Fed Minutes the Dot Plots all moved up pointing to March as lift off for Fed Rate Hikes.
2022 KICKOFF!
By David Nelson, CFA CMT 2021 surprised investors delivering a +28.7% return in the face of mounting global and domestic challenges. The more exposure you had to U.S. equity the better the performance. While the broad market provided a relatively smooth ride with low realized volatility, beneath the surface sector and style performance shifts were […]
When doves turn into hawks
When #Fed doves start to sound like rate hawks it’s a good bet #FOMC is behind the curve. Meanwhile the long end of the curve doesn’t agree $SPY $TLT #economy
When doves become hawks
Fox Business anchor Charles Payne had the best line. Fed doves are now starting to sound like Hawks.
Rushing to the other side of the lifeboat
David joins Fox Business anchor Charles Payne and Gary B Smith to weigh in on the recent violent swings in the market
Tough Love
By David Nelson, CFA CMT The Fed last week scraped together just enough tough love prove they have investor’s backs on a range of issues. A taper that is likely to be announced in November could easily take until mid-2022 and there is all but a promise of no rate hikes until the end of […]
Tough Love – The Movie
David joins Yahoo Finance panel including anchors Adam Shapiro, Seana Smith and Stifel Chief Economist Dr. Lindsey Piegza. Click Here for video.
Is the Fed losing control?
David joins Fox Business anchor Charles Payne along with Erin Gibbs to discuss the latest disappointing jobs numbers. David believes the Fed is losing control of the long end of the curve.
