The Money Runner
Twitter – The Biotech Alternative
The launch of the Twitter (TWTR) IPO is still a month away but already bulls and bears are out in full force. It’s rare for me to comment on new issues but I’m making an exception believing this is truly a unique property. Before you start sending the hate Tweets and emails that make me […]
“Hello, My Name is David Nelson and I’m an Appleholic” – Redux
“Hello, My Name is David Nelson and I’m an Appleholic.” I confessed that to Newsmax readers in my article in late 2012. I was hopelessly addicted succumbing to the siren song of Apple products, spiffy stores and yes soaring stock price. Up until a few months earlier it was a must own stock for investors. Portfolio […]
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 […]
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 […]
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 […]
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 […]
Elephant in the Room
“Elephant in the room” is an English metaphorical idiom for an obvious truth that is either being ignored or going unaddressed. The idiomatic expression also applies to an obvious problem or risk no one wants to discuss.[2] The definition above comes directly from Wikipedia. For investors, the elephant in the room is of course the […]
