The Money Runner
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 […]
I hate making market predictions
News anchors always force you into making predictions for the coming new year. In the real world it’s what you can’t see that causes the most problems.
CEO’s need to look beyond buybacks – i24 News
The big fear over Tax Reform is that CEO’s will use repatriated funds to buyback stock. David says its time to end that game and put the money to work.
Next leg of the bull market isn’t going to come from stock buybacks
David says the next leg of the bull market isn’t going to come from stock buybacks. Frank discussion with Fox Business News anchor Trish Regan. L3 Communications CEO let’s the cat out of the bag…
What CEOs Will Do With the Trump Tax Cut – The Answer Isn’t What You Think
By David Nelson, CFA After a 6 week slide from the all-time intraday high of 2400, the S&P 500 (SPY) rallied in the final two weeks of April hoping to retake the high ground. The tug of war between valuation, politics and macro concerns vs. a relatively strong earnings season rages on. While the CBOE […]
What CEOs will do with the cash – You’re not going to like it
By David Nelson, CFA While it may feel like the Trump Rally has exploded out of control we’re still at levels we’ve been flirting with since the dog days of summer. The S&P 500 (SPY) is up a little less than 2% from Election Day. The real story has been the rotation in and out […]
Re-invest or Die! – The BNN Interview
https://youtu.be/PlDTqXZylbE The good news is that buybacks are slowing down. The bad news is that buybacks are slowing down. David says CEOs choose buybacks to prop up their paycheck.
Stocks Priced for Perfection!
https://youtu.be/ggGBuEniBHA David covers a range of topics for Canada’s BNN. Stocks priced for perfection, the Fed and CEOs more concerned with their paycheck then the growth of the company.
