The Money Runner
2 Trends Investors Can’t Ignore – Alpha Select Update
By David Nelson, CFA Alpha Select – September 2014 Update *Alpha Select – September (-1.50%) YTD +10.93% **S&P 500 – September (-1.55%) YTD +8.1% * Net of Fees ** Includes Dividends September frustrated both Bulls and Bears as momentum in either direction was short lived. It’s clear a stealth correction has been taking place most […]
Rising Dollar is the Surprise of the Year…
http://youtu.be/u_ZAcSOz3tE David discusses the market selloff with Fox Business News Anchor Stuart Varney. The Rising Dollar is the surprise of the year.
We’re All in the Same Lifeboat – CNBC Interview
http://youtu.be/HdXlnM-rQ3Y David joins CNBC hosts Kelly Evans & Bill Griffeth along with good friend Larry McDonald of Newedge to discuss the current market action from the floor of the NYSE.
S&P 500 – The Only Game In Town
By David Nelson, CFA Yesterday’s selloff really started the night before with comments from China’s Finance minister saying that despite weakening economic indicators there would be no policy changes. In other words China was willing to live with less growth. At least for yesterday investors here weren’t willing and we saw selling across the board […]
BNN Interview – 2 Top Picks
http://youtu.be/9G8AsZ_vvWc David does an in depth interview with BNN’s Catharine Murray
We Aren’t at Defcon 1 – FED UP
By David Nelson, CFA The FOMC Team concluded their 2 day meeting yesterday with head coach Yellen taking the podium to answer questions. As I said in yesterday’s blog that if the controversial term “considerable time” remained, the first question in the press conference would focus on that decision. CNBC’s Steve Liesman got the first […]
Fed Day – It’s Time for a Change
By David Nelson, CFA Investors are lining up on either side of the DMZ choosing sides in the FOMC language debate. The Fed has been giving us signals for months that a change is coming. Dallas Fed President Richard Fisher set the ball in motion in July with his Op-Ed “The Danger of Too Loose […]
The Surprise of the Year – A Strong U.S. Dollar
By David Nelson, CFA The strength of the U.S. Dollar may end up being the surprise of the year. Ever since the depths of the financial crisis investors feared that the Fed’s loose monetary policy and a $4.3 Trillion Dollar Balance Sheet would eventually decimate the dollar pushing inflation through the roof. So far inflation […]
