The Money Runner
The world is flat…
By David Nelson, CFA After nearly 10 months of investor mood swings often bordering on the psychotic, U.S. equity markets have been working their way back to the flat line. It was just a few weeks ago it looked like the correction would morph into a bear market or perhaps something even more sinister. It wasn’t just stocks that […]
A funny thing happened on the way to the bear market…
By David Nelson, CFA A funny thing happened on the way to the bear market this month. Despite the best efforts of short sellers, strategists and talking heads everywhere, markets worldwide have staged a stunning comeback with most up mid-single digits month to date. World Equity Performance October The September Employment report was the liftoff […]
A shot across the bow…
By David Nelson, CFA For stock pickers Friday’s action was a shot across the bow as the market seemed to embrace a Bad News is Good News psychology. In the face of Friday’s dismal jobs report, traders looked through the dark clouds scooping up beaten down shares or covering crowded shorts. Not only was the […]
January Redux – Alpha Select & BullFinder Updates
David Nelson, CFA In a near repeat performance of last year’s kick off, the S&P ended the month falling close to 3%. Also, just like last year the only two sectors to end in positive territory were Utilities and Healthcare. Alpha Select our total equity model fared better than the benchmark down 1.98%. Click Here for profit […]
Monster Breakout in the German DAX – How to Play It
By David Nelson, CFA This chart of the German Dax took on a life of its own when I posted it on Twitter last night. After many retweets and favorites I knew I had to share it with the Yahoo audience. As always Sunday is a big research day giving me a chance to reflect […]
Buying a Bank Stock? Read This First
By David Nelson, CFA They have the same tickers and familiar logos but banks sure aren’t the same companies of years past. Gone is the staggering Return on Equity (ROE) and huge trading gains that became the hallmark of firms like Goldman (GS), JP Morgan (JPM)* and others. Make no mistake, these mammoth institutions still […]
2014 Yearbook
Alpha Select – December 2014 Update *Alpha Select – December (-1.15%) YTD +13.19% * Net of Fees David Nelson, CFA After a rough start, a series of geopolitical events shaking investor confidence and a disappointing final trading day, 2014 added a 6th year to the bull market that began in 2009. Alpha Select enjoyed another strong year […]
