The Money Runner
Communication Breakdown
Get Ready for Communication Breakdown Wednesday! – Wave of Fed Heads set to speak in St. Louis – $SPY $TLT #FED
Bonds in a Bubble
By David Nelson, CFA CMT On the heels of an 800-point plunge in the DOW Wednesday, stocks regained their footing closing out the week on a positive note. Friday’s bounce helped us enjoy the weekend but not enough to wash away some of the negative headlines that hang over the market like a dark cloud. […]
Around the World in 2 Minutes Redux
Two minute highlight reel from a week that felt like a ride on the the Coney Island Cyclone
China – the end game
David weighs in on the President’s recent comments on trade negotiations with China
Wall of Worry is 21 Miles Wide
By David Nelson, CFA CMT With tensions rising in the Middle East investors are increasingly focused on a waterway only 21 nautical miles wide halfway around the world. The Strait of Hormuz sits strategically between the Gulf of Oman and the Persian Gulf where most estimates point to 1/3 of the world’s sea-borne oil passing […]
Where’s the Beef?
By David Nelson, CFA CMT June was a monster month on the heels of a disappointing May that drove many investors to the sidelines including a few Wall Street legends. Hedge Fund star Stanley Druckenmiller announced he had dumped most of his exposure to stocks shortly after a May 5th tweet from President Trump, raising […]
