The Money Runner
Operational Risk Management 2023 – Portfolio Go No Go Checklist!
By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. It’s an imperative before launching any mission and commonly used by pilots in making go no go decisions. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of […]
Nothing Changes Market Sentiment Like Price
By David Nelson, CFA Investors have a myopic focus on U.S. stocks sometimes to the exclusion of most other asset classes. The stock centric thinking becomes even more pronounced when the conversation shifts to the mega cap community including Apple, Microsoft, Alphabet and Amazon. Tech has dominated investor sentiment for the better part of a decade. […]
Is this as good as it gets?
Estimate revisions are likely peaking. Buybacks at a record are holding up the earning’s of some of the biggest companies. $590 Billion in authorizations year to date.
Hottest in 37 Years!
By David Nelson, CFA CMT Most investors have never seen economic data this hot. Wednesday’s ISM Manufacturing coming in at 64.7 is the highest in 37 years. GDP Consensus for 2021 is close to 6% with some economists as high as 8%. Add the fact that Friday’s non-farm payrolls coming in at 916K was well […]
Interest Rate Volatility – The Velocity of the Move
David joins TD Ameritrade Network anchor Oliver Renick to weigh in on markets and sector rotation. Click Here for video.
The Velocity of the Move
David joins Yahoo Finance anchors Adam Shapiro and Seana Smith. Click Here for video
