The Money Runner
Amazon wants to rule the world
How can anyone compete. Jeff Bezos has convinced the investment community that they don’t need earnings as long as they can keep growing. An enormous advantage over just about any company on the planet with the ability to plow back earnings into R&D and CAPEX. David joins the Yahoo team to discuss Amazon’s move into […]
Bezos makes a cool $6 Billion
David joins host Jen Rogers for the Yahoo Mid Day Movers show to discuss Amazon’s blow out quarter.
5 Questions Investors are Asking
By David Nelson, CFA 2015 will end the year frustrating both bulls and bears. Unable to sustain a breakout in either direction, trends were tough to come by and most couldn’t sustain themselves long enough for investors to jump on board. While the S&P looks to come in about flat for the year one look […]
Why Growth is Killing Value – What it means for 2016!
By David Nelson, CFA The S&P 500 is up modestly year to date but the action beneath the surface has investors feeling like heroes or zeros depending on their latest stock pick. This bifurcation is easily seen when comparing S&P 500 Value stocks (IVE) with its growth counterpart (IVW). Investors continue to crowd into a dwindling inventory […]
Market Winners & Loosers – BNN
https://youtu.be/NVaKhLNHo9s David sits down with BNN’s Francis Horodelski to talk about the state of the market
“Man looks into the abyss…”
By David Nelson, CFA “Man looks in the abyss, there’s nothing staring back at him. At that moment, man finds his character. And that is what keeps him out of the abyss.” – Lou Mannheim from the movie Wall Street After staring into the August – September Abyss investors collectively found their character pushing the S&P […]
Like Rocky the aging bull makes a comeback
By David Nelson, CFA After taking a standing eight count the aging U.S. Bull Market makes a Rocky Balboa comeback. October’s performance to date is one of the best in years. There were a few hints along the way. The successful retest in late September and the positive signal from the Bullish Percent index were early […]
