The Money Runner
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No Place to Hide – Alpha Select Update July 2014
Alpha Select – July 2014 Update *Alpha Select – MTD (-2.94%) YTD +6.81% **S&P 500 – MTD (-1.51%) YTD +5.52% * Net of Fees ** Includes Dividends By David Nelson, CFA Yesterday’s Sell-Off Was Different Yesterday’s decline started off as an ordinary pullback but quickly morphed into something more serious by day’s end. The key […]
Fed Speak – From New York to Beijing
http://youtu.be/WmOWodlpp7Y In the days and moments leading up to the Fed’s July Statement David talks to Fox Business host Charles Payne and Zheng Junfeng anchor for CCTV News in Beijing China.
The Most Important Word for Fed Watchers – Making Money with Charles Payne
http://youtu.be/OXx6mRTrEgE David joins host Charles Payne to talk about his recent article on the Fed and what has become the most important word for Fed watchers.
FOMC Statement – The One Word that Matters Most
By David Nelson, CFA This week’s FOMC meeting is expected to be a yawner. It’s the middle of summer, it’s hot and half of Wall Street is on vacation. Like it or not Yellen and team will issue a statement that most believe will contain few fireworks. Below are some comments I came across this […]
Mr. Bezos – Please Sir, I’d Like Some More
By David Nelson, CFA Just some quick thoughts from last nights’ Amazon (AMZN) conference call. Amazon (AMZN) may be at a crossroads with investors. No one is questioning the success of the company or Jeff Bezos vision. Unfortunately this vision demands levels of investment that wipes out profits and continues to force investors to look […]
Big Mac & Coke – Investors Aren’t Lovin’ It
By David Nelson, CFA Few companies have dominated their categories more than McDonalds (MCD) and Coca Cola (KO). Since 1982 both are up well over 5000%. Warren Buffett who seems to love iconic brand names has owned both. Coke of course is still one of his larger positions however Mr. Buffett sold out his position […]
Where Are the Perp Walks? – Man on the Street – CCTV
http://youtu.be/LUybYTDFpjU David does a man on the street interview with CCTV’s Karina Huber on the Banking industry. Short Soundbite.
Don’t Shoot the Messenger! – Fed Chair Yellen
By David Nelson, CFA A cloud of controversy seems to have swept up the media regarding Fed Chair Yellen’s Congressional testimony where she signaled out two sectors or asset classes that she believes are showing some signs of froth. “How dare her”; voices from the crowd yelled. The morning after echoed those of a lynch […]
