The Money Runner
Dr. Fauci – It’s time to go
By David Nelson, CFA CMT A return of Covid restrictions and the inevitable reduction in economic activity is still the biggest risk investors face and in part likely explains some recent behavior in fixed income markets. As the Wall Street Journal points out virus cases are on the rise especially in parts of the country where […]
All Bulled Up
By David Nelson, CFA CMT Markets pushed higher last week but clearly most of the economic data was soft. Jobless claims, Consumer Confidence and CPI all came in short of expectations. Earnings reports continue to be robust and well above estimates, but we’ve seen this movie before. A combination of lowered expectations and analysts behind the curve […]
