The Money Runner
Where’s the Beef?
By David Nelson, CFA CMT June was a monster month on the heels of a disappointing May that drove many investors to the sidelines including a few Wall Street legends. Hedge Fund star Stanley Druckenmiller announced he had dumped most of his exposure to stocks shortly after a May 5th tweet from President Trump, raising […]
Emerging Market Contagion Could Reach Our Shores
By David Nelson, CFA Risk assets put in a strong showing last week despite rising concerns over trade. Going into the G7 Summit, tensions were high and with the President rejecting a joint communique on the heels of a harshly worded statement from Trudeau, it’s a dynamic that isn’t likely to end soon. They only […]
Time to Buy Oil Stocks?
By David Nelson, CFA After a stunning near 60% rally in crude, end of first quarter data suggests mutual funds decided it’s time to overweight oil stocks. That alone should make any oil bull nervous. It’s not just technology and FANG stocks where momentum traders live. Apparently they are alive and well in the oil […]
Weighing in on North Korea Talks
David sits down with former White House advisor to Bush 43 Ron Christie, political commentator Erin McPike and host Connell McShane on Neil Cavuto’s show last week to discuss the merits and potential risk of President Trump’s impending face to face meeting with Kim Jong Un.
North Korea – When Will Markets Care?
David joins the FBNAM news team to discuss the latest threat from North Korea.
North Korea – Bottom line, we screwed up!
By David Nelson, CFA Bottom line we screwed up. Every President since Reagan bears responsibility for North Korea. Each passed it on to their successor and now President Trump is clearly facing a series of decisions that will likely define his presidency. The administration has repeatedly said all options are on the table. It’s pretty […]
Something more frightening to investors than North Korea
By David Nelson, CFA On the heels of an excellent earnings season strategists from Merrill Lynch to Goldman are discussing the disappointing price performance of stocks that beat expectations. A sell the news mentality has been the driving force as traders and algo driven machines exited positions stepping aside hoping for a better entry point. […]
