The Money Runner
Moneyball – The Wall Street Edition
By David Nelson, CFA CMT Earnings season is an expectations game. I use the word game because in many ways that’s just what it is. Every sport has analysts who crunch the data coming up with point spreads, player health, weather, etc. Some are even able to make an informed guess on whether the runner […]
The USS Teflon Market
By David Nelson, CFA USS Teflon Market sailed past the FOMC iceberg I called out in last week’s post. On the heels of a Fed decision week that pushed June into negative territory stocks reversed course putting in their best week since March. The reflation trade bounced hard waving off concerns of a hawkish tilt in […]
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.
#1 With a Bullet!
David joins Fox Business anchor Maria Bartiromo to weigh in on the recent rise in interest rates and what it means for equity markets
U.S. Market at Record Highs But Trouble is Brewing in Europe
By David Nelson, CFA Right out of the gate stocks marched higher this month picking up where January left off. The broadcast and print media both point to the animal spirits unleashed following the election and to be fair some of the rhetoric is true. However, when you dig deep that’s not the entire story. […]
The Final Trade – 2015
https://youtu.be/sBZk5_NnE-A Closing out the year with a CNBC round table discussion. On set at the NYSE with Sara Eisen, Bill Griffith, Mike Santoli, Tim Seymor, John Kilduff and myself. We covered just about everything.
Like Rocky the aging bull makes a comeback
By David Nelson, CFA After taking a standing eight count the aging U.S. Bull Market makes a Rocky Balboa comeback. October’s performance to date is one of the best in years. There were a few hints along the way. The successful retest in late September and the positive signal from the Bullish Percent index were early […]
