Tag Archives: Masks

August 02

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 […]

June 22

Is the recovery at risk?

By David Nelson, CFA CMT The market rally¬†on the heels of a viral pandemic that brought the world to its knees has baffled some of the brightest financial minds on the planet. It’s true this is a liquidity driven recovery with fiscal and monetary policy pouring $Trillions into the both the economy and markets. However, […]