Signs of a Market Top?
By David Nelson, CFA As an on the line portfolio manager and strategist for Belpointe, one of my first jobs is to identify what’s not working and either fix or eliminate it. This is a take no prisoners business. Most professionals have learned the hard lesson that letting bad investments linger in a portfolio is […]
Carl Icahn Makes a Move on Family Dollar Stores – The Street.com
David Speaks with Street.com anchor Debra Borchardt about Carl Icahn’s move to shake up the board at Family Dollar Stores (FDO)
Jobs – ECB & The Turtles – Fox Business
David joins Varney & Co to talk about Friday’s coming jobs report and the ECB decision.
Why Are CEO’s Being Paid So Much?
David has an in depth one on one interview with Yahoo’s Aaron Task on executive pay.
Is Coal Dead? – The Street.com Interview
David talks with the Street’s Debra Borchardt about the coal industry in the light of the EPA’s latest proposals.
Climbing the Wall of Worry – Alpha Select Update May 2014
By David Nelson, CFA Sometimes it all comes together and the stars are aligned for a good month. Alpha Select was up +4.4% and up +7.32% YTD. Perhaps more surprising was coming through the month with only 2 trades. This is certainly out of the norm especially during an earnings season where some companies are […]
The Search for I-95 North
By David Nelson, CFA Markets have done their best to frustrate both Bulls and Bears in 2014. We’re halfway through the second quarter and investors are still trying to find the on-ramp to I-95 North. Detours, road blocks and a series of confusing road signs have forced many to jump from one sector to the […]
David Nelson – Highlight Reel – Biz Hits
https://vimeo.com/209305250 Highlight reel of David’s recent guest appearances on CNBC, Fox, Fox Business, Al Jazeera, The Street.Com and Yahoo. David discusses markets, politics and the economy. When asked David makes the Big Call.
Read More