The Money Runner
Magic Leap on Fox Business
https://youtu.be/KSFfKKLRaUQ David talks about Google’s latest start up investment Magic Leap
Can the Cloud Save IBM – CNBC
http://youtu.be/Dj10oDQaws8 David talks to CNBC hosts Kelly Evans and Bill Griffeth about the problems surrounding IBM.
3 Blocks to the Wall of Worry – Yahoo TV
David sits down with Yahoo Finance TV anchor Jeff Macke to discuss the markets current “Wall of Worry.”
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 […]
Big Blue – The Emperor Has No Clothes
By David Nelson, CFA Wall Street’s love affair with stock buybacks grows deeper with each record high. Who can blame them? The S&P 500 Stock Buyback Index which measures the performance of the top 100 stocks with the highest buyback ratio has massively outperformed its index sister over the last 5 years. In a mindset […]
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 […]
Climbing the Wall – April 2014 Alpha Select Update
Alpha Select – April 2014 Update *Alpha Select – MTD (-0.11%) YTD +2.80% **S&P 500 – MTD +0.62% YTD +2.53% * Net of Fees ** Includes Dividends By David Nelson After starting off the month with a push to all-time highs markets quickly headed south and by mid-month were down close to 4%. Even confirmed […]
