By David Nelson, CFA The strength of the U.S. Dollar may end up being the surprise of the year. Ever since the depths of the financial crisis investors feared that the Fed’s loose monetary policy and a $4.3 Trillion Dollar Balance Sheet would eventually decimate the dollar pushing inflation through the roof. So far inflation […]
Tag Archives: Putin
August
08
Did Putin Blink? – In Depth Interview with CCTV
posted by David Nelson, CFA
David does an in depth interview with CCTV’s Michelle Mikori on the Geo Political Events that have driven markets over the last several weeks.
March
08
Putin is Ex KGB & Chess Master – His Next Move
posted by David Nelson, CFA
David tells London host Martine Dennis that Putin is ex KGB and has always wanted to return Russia to Superpower status.
March
03
Russian Invasion – 4 Questions Investors Are Asking
posted by David Nelson, CFA
By David Nelson, CFA I said earlier this year during a CNBC interview “one of the things that keeps me up at night are the events I can’t quantify. Among those are military conflict and political unrest.” Well, we certainly got that as we headed into the close Friday with reports coming out of the […]
September
12
Hedgeye’s McCullough tells me” Strong US Dollar Could Weaken Putin
posted by David Nelson, CFA
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DAVID NELSON, CFA 