The Money Runner
Can The Hammer Save Oil Bulls?
By David Nelson, CFA Healthcare and the French Elections topped the Wall of Worry list for the last several weeks. As of this writing a Macron win seems all but certain with early exit polls giving him 65% of the vote. Here in the states Healthcare is once again center stage as a partisan Congress […]
Market Assassins
By David Nelson, CFA Investor concern has been rising and reflected in the sideways price action over the last several weeks. We’ve rounded up the usual suspects including valuation, politics, military action and the Fed as potential assassins to a bull market now entering its 9th year. Before we break out the cyanide capsules it’s […]
Reality Bites! – The End of the Trump Rally?
By David Nelson, CFA U.S. markets struggled last week closing modestly lower after several weeks of gains. Perhaps it was the exhaustion gap higher following the President’s speech or the building reality that there’s a disconnect between investor perception and the actual timeline of administration proposals. The President has said they are committed to a […]
China Surprise
David joins i24 News Editor in Chief to discuss the latest surprise out of mainland China along with some key issues driving markets.
The U.S. Dollar – Public Enemy #1
By David Nelson, CFA A myriad of factors seem to be colliding forcing some of the world’s top strategists to the sidelines. The approaching election, a confused Fed and stretched valuations weigh on sentiment as the markets here continue to churn forcing investors to bounce from one sector to the next searching for the Holy […]
6 Charts Showing How Oil Still Drives the Market
6 months ago oil turned taking stocks along with it. David put together 6 stocks for Yahoo Finance to show the role oil is playing in both credit and stock markets.
What’s Driving the Market?
By David Nelson, CFA In the face of so-so data and an economic pulse that looks more like an EKG going into cardiac arrest investors want to know “What’s driving the market?” The earnings season is drawing to a close and as Goldman points out in a recent note one consistent theme seems to ring […]
It’s All About Oil – The Movie
https://youtu.be/hBTfb-x8EKY David discusses the days action in the market and why oil has been a leading indicator. He also talks about the election and how it is playing out for investors.
