The Money Runner
The Siren Song of Emerging Markets (EEM)
By David Nelson, CFA The emerging markets have always been the beta trade. U.S. markets go up and Emerging Markets rise even more. The inverse was also true but we knew that going in. These were developing markets that would sometimes falter. Inflation, policy mistakes, revolutions, dictators you name it were all risks investors were […]
Janet Yellen – Her First Challenge in 2014
By David Nelson, CFA Last night the Senate confirmed Janet Yellen as the next Fed Chairwoman. The confirmation was never in doubt but Fed watchers were all curious as to how large the margin would be. Many believed the no votes might be as high as 30, matching exiting Chairman Bernanke. With a vote of […]
Why the S&P 500 is Beating You! – The Willis Report
http://youtu.be/uau9lDmYro4 David Nelson joins host Gerri Willis on the Fox Business Willis Report to discuss why investors aren’t keeping up with the index. David also gives his call on the market for 2014 including targets.
What I’m Looking At Today
Iran – Oil is down this morning on the heels of the announced deal with Iran that rolls back some sanctions, while talks go on for the next 6 months. Some analysts like Barclays Helima Croft say this will be just a knee jerk reaction. I disagree. I don’t expect a big bounce back after […]
