The Money Runner
Bear Market – The Day After
By David Nelson, CFA CMT Before we get started put down the knives, get off twitter and take a breath. I’m not calling the end of the bear market. If I could do that with a high degree of accuracy I’d have my jet, wouldn’t even be writing this post and I’d be done staring […]
Demand Destruction
By David Nelson, CFA CMT On the heels of a dovish Fed meeting and strong employment report the S&P finished the week up better than 2%. Even more compelling, Friday marked the seventh straight session stocks ended the day at a closing all-time high. Is there anything that can stop this train and maybe more […]
Oil and the Black Swan – Saudi’s go nuclear
By David Nelson, CFA CMT Investors have spent the last two weeks on a roller coaster as markets attempt to discount the coronavirus outbreak and potential damage to the global economy. With demand slowing it’s not surprising energy markets have been weak but Monday’s price action with crude looking to open down more than 20% […]
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 […]
Every President Since Reagan Bears Responsibility for North Korea
By David Nelson, CFA August was a struggle for markets as political and geopolitical events weighed on sentiment for risk assets. Departures from the White House along with miss steps from the President helped fuel concerns here while tensions over North Korea’s nuclear threat continue to mount. Every President since Reagan bears some responsibility as […]
The Trump Trade – Is it over?
David joins anchor Alexis Christophorous along with CIO of Hennion & Walsh and Chris Whalen head of research at Kroll bond rating agency to discuss several initiatives from the Trump administration along with the outlook for markets.
The Future of OPEC – BNN
David reports from the Nasdaq in Times Square to discuss Exxon’s latest earnings release and the Future of OPEC.
Oil & the Black Swan – The Final Countdown
By David Nelson, CFA It’s been a little over a year since I published the first in the series, Oil & the Black Swan. Just days’ earlier Saudi Arabia had announced they would no longer be the world’s swing producer willing to cut production and support oil prices. There hasn’t been a funeral or even a […]
