Stocks are hitting new highs, but stretched valuations, inflation fears, rising tariffs, and Fed drama have some investors flashing back to 1999. In this episode of The Money Runner, David Nelson breaks down why today’s market isn’t the dotcom bubble—yet. From earnings strength to valuation traps, learn why smart investors are staying in the game—and what could change that. Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investme...
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Stocks are hitting new highs, but stretched valuations, inflation fears, rising tariffs, and Fed drama have some investors flashing back to 1999. In this episode of The Money Runner, David Nelson breaks down why today’s market isn’t the dotcom bubble—yet. From earnings strength to valuation traps, learn why smart investors are staying in the game—and what could change that. Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investme...
In the Fog of War Capital Doesn't Wait for Winners
The Money Runner - David Nelson
11 minutes
4 months ago
In the Fog of War Capital Doesn't Wait for Winners
As U.S. carrier groups steam toward the Middle East and oil prices edge higher, investors are being forced to recalibrate—fast. In this episode of The Money Runner, David Nelson breaks down the high-stakes standoff with Iran, the Fed’s tightrope act under political pressure, and why capital doesn’t wait for geopolitical clarity. From rising risk premiums to AI bidding wars and Apple’s existential crossroads, it’s all happening in the fog of war. 🎧 In the Fog of War, Capital Doesn’t Wai...
The Money Runner - David Nelson
Stocks are hitting new highs, but stretched valuations, inflation fears, rising tariffs, and Fed drama have some investors flashing back to 1999. In this episode of The Money Runner, David Nelson breaks down why today’s market isn’t the dotcom bubble—yet. From earnings strength to valuation traps, learn why smart investors are staying in the game—and what could change that. Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investme...
