The Money Runner
The Worm Has Turned – Growth VS. Value
By David Nelson, CFA March has been a difficult month for momentum stocks as the darlings of Wall Street morphed into wall flowers. Despite the selloff in market favorites like Netflix (NFLX), Facebook (FB), Priceline (PCLN), Amazon (AMZN) and a host of biotech’s, the overall market has fared well. The rotation within the S&P has […]
Citi Fails Fed’s Stress Test – Heads Will Roll
Click on Picture to Play Video David talks to Yahoo’s Jeff Macke about Citi’s Stress Test Failure and what it may mean for their CEO
Facebook’s Spending Spree on Oculus VR & WhatsApp Finds Reality Bites
Click on Picture to Play Video I talk with the Street’s Debra Borchardt about Facebook’s latest acquisition. Mark Zuckerberg is telling you his stock is too expensive.
The Magnificent Seven of Old Tech
By David Nelson, CFA In the last few days we’ve seen a massive rotation from the market’s biggest winners to what investors refer to as Old Tech. For those of you not in the markets long enough to remember the Magnificent Seven, there was a time when (AAPL), (INTC), (MSFT), (IBM), (ORCL), (CSCO), & (EMC) […]
David Nelson – This is a Gut Check for Growth Investors
https://www.youtube.com/watch?v=3Uc2fzWKY-8 David says growth investors need a Gut Check on some of the more expensive stocks they own.
The Great Wall of China Debt Due in April
Click on Picture to Play Video My interview with host Debra Borchardt for TheStreet.com
BNN In-Depth Interview – S&P – China – Trouble in the Biotech Sector
http://youtu.be/NNA4-dtosbI David talks with BNN host Mark Bunting about a range of topics on investors minds. Biotechs, the Fed, Index Investing are all covered during this in-depth interview.
Good News – Rates Going Higher!
By David Nelson, CFA Let me go right to the heart of it. If you’re invested in equities because you believe the Fed isn’t going to raise rates until 2016, then you should dump stocks right now. The normalization of interest rates has never been a question of IF but WHEN. In less than 24 […]
