Heads I win, tails you lose

By David Nelson, CFA On the heels of a year most investors would like to forget the first Q4 earnings reports are in with some interesting observations. The most surprising data point this season is the following: Investors are rewarding both positive and negative earnings surprises with higher prices. FactSet data shows companies coming in […]

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Apple takes a bite out of the market

$AAPL #Fed #Economy

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Tech Valuations – Does it matter?

David joins Fox Business anchor Cheryl Casone to discuss Tech valuations in front of the longest running bull market on record.  

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North Korea & Your Money

On set with CNBC anchors Melissa Lee and Brian Sullivan. Why don’t markets care?

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Canaries in the Coal Mine

By David Nelson, CFA “The canary in the coal mine is always the first to go.” For more than a century miners carried them in small cages deep into the mine as an early warning detection system for poisonous gas or carbon dioxide. The first sign of distress in the cage sent the men back […]

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Are current levels in the S&P 500 justified?

Scott Gamm and I talk about valuation levels for the SPX as well as what the week looks like with Apple (AAPL) earnings and the FED on deck. Click on picture for video.

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Apple or Fitbit – Which one is best for your health?

https://youtu.be/zpwDgzkakZQ David joins CNBC’s Closing bell with Kelly Evans and Mike Santoli to discuss Fitbit and the challenges it faces.

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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 […]

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