The Money Runner
Biotech in 2017
David joins CNBC anchors Bill Griffeth and Kelly Evans along with Forbes columnist Luke Timmerman to discuss prospects for the Biotech sector in 2017.
2016 – The Point of No Return
By David Nelson, CFA As the soldiers of Wall Street return from a 3 day leave I find myself reflecting on the 6 month journey to the halfway point of 2016. Out of the gate we dove to the February 1810 S&P 500 (SPX) low followed by a quick move back to the highs only to […]
Don’t Shoot the Messenger! – Fed Chair Yellen
By David Nelson, CFA A cloud of controversy seems to have swept up the media regarding Fed Chair Yellen’s Congressional testimony where she signaled out two sectors or asset classes that she believes are showing some signs of froth. “How dare her”; voices from the crowd yelled. The morning after echoed those of a lynch […]
The Magnificent Seven of Old Tech
By David Nelson, CFA In the last few days we’ve seen a massive rotation from the market’s biggest winners to what investors refer to as Old Tech. For those of you not in the markets long enough to remember the Magnificent Seven, there was a time when (AAPL), (INTC), (MSFT), (IBM), (ORCL), (CSCO), & (EMC) […]
David Nelson – This is a Gut Check for Growth Investors
https://www.youtube.com/watch?v=3Uc2fzWKY-8 David says growth investors need a Gut Check on some of the more expensive stocks they own.
