The Money Runner
Manic Depression – Bipolar Markets
Manic Depression is touching my soul I know what I want but I just don’t know… Jimi Hendrix By David Nelson, CFA, CMT On the heels of the most dovish FOMC press conference in recent memory investors seem to be suffering from “manic depression” or some other severe bipolar disorder. In the 15 hours following […]
Are earning’s estimates starting to rollover?
By David Nelson, CFA With a few unresolved close calls in some of the key battleground states, Election results came in as expected. The consensus outcome prevailed with Democrats retaking the house and Republicans holding on to the Senate. There are several issues that enjoy bi-partisan support including infrastructure and the lowering of drug prices […]
Highlights from a week to forget
In a week most investors would like to forget David sits for several interviews to discuss.
Assets vs Liabilities
By David Nelson, CFA Assets vs Liabilities – On one side of the market balance sheet we have a wave of strong economic data confirming earnings year to date. It’s not only the bottom line showing strength but top line performance is robust, a dynamic we haven’t seen for some time. Remember, there’s a lot […]
The Elephant in the Room – The Movie
Covered a lot of ground this morning from BNN anchor Jon Ehrlichaman. Markets, trade, valuation and where I’ve placed my bets. Click Here for video
Senate rolls back Dodd Frank
David weighs in on a late breaking story as the Senate rolls back Dodd Frank.
Media Highlights – Rocky Markets & Rocket Launch
Media highlights from a violent week in the market along with a spectacular launch by SPACEX
