The Money Runner
Fed Speak – What Does it Mean for Stocks
http://youtu.be/2EYLPKUibMk David tries to decipher Janet Yellen’s comments from Jackson Hole
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 […]
Don’t Shoot the Messenger! – Fed Chair Yellen
By David Nelson, CFA A cloud of controversy seems to have swept up the media regarding Fed Chair Yellen’s Congressional testimony where she signaled out two sectors or asset classes that she believes are showing some signs of froth. “How dare her”; voices from the crowd yelled. The morning after echoed those of a lynch […]
Panic In Needle Park – Janet Yellen “The Dealer” to the Rescue
By David Nelson, CFA It’s been seven years since I referenced Al Pacino’s first movie “Panic in Needle Park.” In August of that year I wrote an article for Minyanville discussing the Fed’s injection of funds into the financial system. This was of course the early days of the mortgage crisis which later morphed into […]
Good News – Rates Going Higher!
By David Nelson, CFA Let me go right to the heart of it. If you’re invested in equities because you believe the Fed isn’t going to raise rates until 2016, then you should dump stocks right now. The normalization of interest rates has never been a question of IF but WHEN. In less than 24 […]
David Nelson – Janet Yellen Confirmation & Her Challenge for 2014
David discusses the Senate’s confirmation of Janet Yellen who becomes the first woman to chair the Fed in its 100 year history. David also elaborates on the biggest challenge she faces in 2014
Janet Yellen – Her First Challenge in 2014
By David Nelson, CFA Last night the Senate confirmed Janet Yellen as the next Fed Chairwoman. The confirmation was never in doubt but Fed watchers were all curious as to how large the margin would be. Many believed the no votes might be as high as 30, matching exiting Chairman Bernanke. With a vote of […]
