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...
Tariffs, Yields and a $40 Billion Bet On AI - The New Market Playbook
The Money Runner - David Nelson
8 minutes
5 months ago
Tariffs, Yields and a $40 Billion Bet On AI - The New Market Playbook
Trump’s tariff threats, Apple’s iPhone challenge, bond yields on the rise, and a $40 Billion bet on A.I. —this episode breaks down the week and how to adapt to the new market reality. Welcome to The Money Runner with David Nelson. Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investm...
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...
