The Money Runner
Line in the Sand for the S&P 500 Redux
By David Nelson, CFA After the steep declines last week and the complete drubbing in the tech heavy NASDAQ markets are deeply oversold. However, an oversold market on its own is hardly an investment theme. The slightest spark could send us a few hundred points higher but it’s going to take more than dovish comments […]
Fed’s New Mandate
By David Nelson, CFA Wednesday, the FOMC released the minutes from their September meeting giving stocks their biggest one day gain of the year. If you aren’t sure if this was a Fed induced rally a quick look at the S&P intraday chart is all the confirmation you’ll need. All of this must be pretty […]
Jobs Report – Looking Behind the Numbers – CCTV
http://youtu.be/_sghvsa2PGo David discusses the Friday’s jobs report with CCTV host Michelle Makori and John Herrmann Director of US Rate Strategies, Mitsubishi UFJ Securities
Line in the Sand for the S&P 500
By David Nelson, CFA Obviously yesterday was an uncomfortable one for the bulls. Whenever we get sell offs like this we all become chart gazers looking for levels of support. Where can we draw that line in the sand? For more than a year the 120 day has been a pretty good place to start. […]
October Surprise – CNBC Interview
http://youtu.be/5bl2ocICD1Q David talks with CNBC anchors Bill Griffeth and Mandy Drury about the 4th quarter’s weak start from the floor of the NYSE.
S&P 500 – The Only Game In Town
By David Nelson, CFA Yesterday’s selloff really started the night before with comments from China’s Finance minister saying that despite weakening economic indicators there would be no policy changes. In other words China was willing to live with less growth. At least for yesterday investors here weren’t willing and we saw selling across the board […]
The Search for I-95 North
By David Nelson, CFA Markets have done their best to frustrate both Bulls and Bears in 2014. We’re halfway through the second quarter and investors are still trying to find the on-ramp to I-95 North. Detours, road blocks and a series of confusing road signs have forced many to jump from one sector to the […]
Active vs. Passive Investing – Time for Some Payback!
By David Nelson, CFA Since the dawn of index funds investors have grappled with the decision to place their hard earned money with portfolio managers or just buy the index. As money management styles fall in and out of favor, investors rushed from one fund to the next chasing the Holy Grail. Since most indexes […]
