Articles By This Author

David’s Interview with Dan Alpert – Westwood Capital

Dan Alpert definitely thinks outside the box and forces you to re-think long held positions.

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Will the Fed Use Washington as an Excuse Not to Taper?

There comes a point in every party when your next cocktail or beer doesn’t give you that warm fuzzy feeling. If you’re smart you get the message, grab your coat and head home. For the last half decade the Fed has kept the punchbowl filled and the party raged on. Asset prices are up dramatically […]

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The BrainTrust Profit Report with David Nelson – Highlights

The BrainTurst Profit Report with David Nelson. Highlights from the 1 hour live special.

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David on The Willis Report – September, How Bad Will It Be?

Disclosure – Funds managed by David Nelson are long Apple stock at the time of the release of this post. however, reserve the right to sell at any time. Belpointe Asset Management, LLC (“Belpointe AM”) is an investment adviser registered with the Securities and Exchange Commission (SEC).  Registration with the SEC as an investment adviser should […]

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Time Warner Cable Blinks – Perfect Storm Follow-Up

With the all-important NFL Season rapidly approaching Time Warner Cable (TWC) and CBS (CBS) yesterday settled their dispute over retransmission rights. The blackout has been lifted in New York, Los Angeles and Dallas where it’s been in place for close to a month. I wrote recently about how the balance of power was shifting from […]

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Buy the Dip or Back to the Bunker?

Buy the Dip has been a rallying cry for talking heads for most of 2013. It always sounds smart and exactly what the Doctor ordered until it actually happens. Suddenly the talking heads turn bearish and the buyable dip feels like the beginning of a correction forcing us back to the bunker. I succumb to the same […]

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Was Bill O’Reilly Wrong on Minimum Wage?

I usually find myself in agreement with most of Bill’s nightly memos. He does a masterful job of taking on the difficult issues facing our society. However, when he delves into the world of economics, he sometimes doesn’t grasp the secular themes at the heart of the problem. In a recent show he talked about […]

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My Interview with Dom Giordano – Obama’s College Plan

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