The Money Runner
It’s Still All About Oil
The Top Strategists are tripping over themselves to call the top in the market on the heels of Jeff Gundlach’s call to sell everything. To be fair there are a lot of red flags but it isn’t all doom and gloom either. The biggest challenge is the election cycle. We haven’t been here before. Two […]
Is the VIX flashing Warning or All Clear?
By David Nelson, CFA Geopolitical turmoil has had little effect this year as traders have used any sell off to increase market exposure. The good news is the market seems to be able to push higher and sustain altitude even while in overbought territory. The bad news is complacency is high with the (VIX) SPX Options […]
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 […]
Climbing the Wall of Worry – Alpha Select Update May 2014
By David Nelson, CFA Sometimes it all comes together and the stars are aligned for a good month. Alpha Select was up +4.4% and up +7.32% YTD. Perhaps more surprising was coming through the month with only 2 trades. This is certainly out of the norm especially during an earnings season where some companies are […]
Elephant in the Room
“Elephant in the room” is an English metaphorical idiom for an obvious truth that is either being ignored or going unaddressed. The idiomatic expression also applies to an obvious problem or risk no one wants to discuss.[2] The definition above comes directly from Wikipedia. For investors, the elephant in the room is of course the […]
