The Money Runner
What is the VIX telling us now?
David joins Fox Business anchor Charles Payne along with Strategic Wealth Partners CEO Mark Tepper
The Fed Put Is Deep and Out of the Money
Until last night guidance has been dreadful. Fed won’t blink this time. $MSFT $AAPL $TSLA #FED
Wall Street Loves it, I HATE it!
Easiest way for a CEO to hit an earnings per share target and get their bonus is a stock buyback.
Dr. Fauci – It’s time to go
By David Nelson, CFA CMT A return of Covid restrictions and the inevitable reduction in economic activity is still the biggest risk investors face and in part likely explains some recent behavior in fixed income markets. As the Wall Street Journal points out virus cases are on the rise especially in parts of the country where […]
Growth Mirage
By David Nelson, CFA CMT With the first half of the year in the rear-view mirror I thought it would be a good time to share some conversations taking place on the Belpointe Trade Desk. You can’t buyback your way to growth Source FactSet Last week United Asset’s Tom Healy and Matt DeLorenzo were guests […]
David’s Pricing Power Stocks
David joins Fox Business anchor Charles Payne to discuss stocks with pricing power.
SPEED KILLS!
By David Nelson, CFA CMT As the vaccine rollout continues investors will start to look beyond the Covid recovery and start to ask themselves some tough questions. The usual suspects or rogue’s gallery of market worries includes high valuations, rising yields, high unemployment and of course my personal favorite a geopolitical backdrop that challenges U.S. […]
