The Money Runner
When Is It a Good Idea to Make an All In Bet
By David Nelson, CFA Going all-in. When do you make that bet? We see it in the movies all the time. Gamblers living on the edge push the chips to the center of the table confident there is no way they can lose. How does that scene play in the real world outside of a Hollywood […]
Shotgun Marriage – UBS Credit Suisse
By David Nelson, CFA CMT Swiss authorities had considered a full nationalization of Credit Suisse Group but it looks like UBS has agreed to an acquisition of the troubled institution at just over $3 billion. Unknown how forceful the persuasive argument was from Swiss authorities but it looks like they will shower UBS with enough […]
The Fed needs to tame the inflation beast
Click on picture for video. Sat down with TD Ameritrade host Oliver Renick to weigh in on the Fed and stocks reporting tonight and in the morning.
Recession – The Fed says “it’s different this time”
By David Nelson, CFA Markets have always climbed a wall of worry and this year is no exception. High on the list of investor concerns is inflation data that may not be falling fast enough for many officials in the FOMC. There’s a reason why they say the Fed keeps hiking until something breaks. All to […]
2023 Predictions – Hero to Zero in a New York Minute
By David Nelson, CFA CMT Everyone loves predictions. Sports, politics, markets, even chess, it doesn’t matter. If it can produce a winner or loser someone is going to make a prediction and even more will risk dollars betting on the outcome. You can go from Hero to Zero in a New York Minute if you […]
2023 – What could spark a rally in stocks
The consensus view is that the market is looking at least another full quarter of pain. What would it take to turn that thesis upside down. $SPY $TLT $GLD $DXY
