The Money Runner
FOMC – Jamie Dimon & China
David shares his views regarding the FOMC minutes, Jamie Dimon’s investor letter to shareholders and President Xi visit to the United States
The U.S. Is Not the Only Game in Town – BNN Interview
http://youtu.be/IlkxOjoWkXY David talks about the earnings on deck, the FOMC decision and the massive breakout in the DAX.
The Surprise of the Year – A Strong U.S. Dollar
By David Nelson, CFA The strength of the U.S. Dollar may end up being the surprise of the year. Ever since the depths of the financial crisis investors feared that the Fed’s loose monetary policy and a $4.3 Trillion Dollar Balance Sheet would eventually decimate the dollar pushing inflation through the roof. So far inflation […]
Hawks vs Doves – Fed Exit is closer than you think
By David Nelson, CFA Evidence continues to mount supporting my view the Fed is moving to an eventual exit quicker than the street believes. Yesterday’s release of July’s FOMC minutes has to be viewed as hawkish. The only debate is to what degree. I stand by my call that the first hikes will come during […]
FOMC Statement – The One Word that Matters Most
By David Nelson, CFA This week’s FOMC meeting is expected to be a yawner. It’s the middle of summer, it’s hot and half of Wall Street is on vacation. Like it or not Yellen and team will issue a statement that most believe will contain few fireworks. Below are some comments I came across this […]
