The Money Runner
It’s Still All About Oil
The Top Strategists are tripping over themselves to call the top in the market on the heels of Jeff Gundlach’s call to sell everything. To be fair there are a lot of red flags but it isn’t all doom and gloom either. The biggest challenge is the election cycle. We haven’t been here before. Two […]
6 things I’m watching this week: Pakistan, Oil, Yellen, Trump, Profits & Jobs
By David Nelson, CFA When I started this article I had 5 key observations to make as we start the trading week post the Easter holidays. Now of course we have a 6th following a deadly attack in Pakistan where the suicide bomber’s target seems to have been innocent women and children. As of this […]
Cheap oil is a curse and it’s about to get worse
For the last year Oil and Stocks have been joined at the hip. It took just a single tweet to push both oil and stocks higher. I’ll admit Jamie Dimon’s purchase of JPM shares helped quite a bit but the story begins and ends with oil. Cheap oil is a blessing when we pull up […]
Global Banks Lead the Sell-Off
https://youtu.be/7YuLPJ4OtDs David Joins the Fox Business Panel to discuss the Global Sell-Off
Are early signs of inflation signaling a market bottom?
By David Nelson, CFA From the depths of the financial crisis we’ve been told deflation was an enemy that could push world economies to the edge of the abyss. Former Federal Reserve Chairman Ben Bernanke made it his lifelong study and today central banks everywhere follow his path. ZIRP (Zero Interest Rate Policy) and quantitative […]
Does Oil Really Matter – GM Turns Into Apple?
David mixes it up with Yahoo’s Rick Newman along with anchor Alexis Christophorus. How important is oil for the market and is GM really trying to become a silicon valley startup?
Oil, Wanda, Netflix & Matt Daman
Joined the Yahoo team to talk about Oil, Wanda, Netflix and yes even Matt Daman.
