Articles By This Author

2022 – Big shift in positioning

David joins Bloomberg Canada news team to discuss market outlook for next year.

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XLE – “You had to take the pain”

$XLE – You had to take the pain to make the gain

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What’s Worse? – Omicron or the Fed

And now something completely different. Work in progress for us here at Belpointe. We’re going to start sharing some of our commentary in video formats.

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Powell Omicron 1-2 Punch

David joins Fox Business anchor Charles Payne and Mark Tepper Strategic Wealth Partners CEO to discuss the latest Powell testimony and market reaction.

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Omicron – Variant of Investor Concern

By David Nelson, CFA CMT Without warning COVID jumped to the top of the news cycle Friday sparking a global market meltdown.  The World Health Organization (WHO) labeled Omicron – A Variant of Concern. It was certainly a variant of investor concern as traders rushed to the exit even before much is known about the latest […]

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Oil Markets Saw Right Through It

David weighs in on the release of the SPR.

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Markets 2022 – Flat is the new up

By David Nelson, CFA CMT As 2021 draws to a close it’s easy to identify the catalysts and factors that drove equity performance. It gets a little harder for strategists charting a course forward especially with data shifting dramatically month to month and a news cycle that presents us with a new set of challenges […]

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Demand Destruction

By David Nelson, CFA CMT On the heels of a dovish Fed meeting and strong employment report the S&P finished the week up better than 2%. Even more compelling, Friday marked the seventh straight session stocks ended the day at a closing all-time high. Is there anything that can stop this train and maybe more […]

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