The Money Runner
January – What Happened, Why It Happened and What We Are Doing About It!
By David Nelson, CFA January was a month most stock investors would like to forget, especially coming on the heels of 2013 where the market offered few opportunities to get in. Alpha Select outperformed this month but a 3.6% fall in the S&P has to be addressed. Let’s talk about; What happened, Why it happened […]
Every Bull Market Feels Like a Bubble
During every Bull Market we see a parade of analysts, portfolio managers and talking heads trying to call the top. Screams that the market is a bubble and the end of the world is just around the corner are heard daily. If I look back over my career, I’m sure I’m guilty as well. The […]
Time Warner Cable Blinks – Perfect Storm Follow-Up
With the all-important NFL Season rapidly approaching Time Warner Cable (TWC) and CBS (CBS) yesterday settled their dispute over retransmission rights. The blackout has been lifted in New York, Los Angeles and Dallas where it’s been in place for close to a month. I wrote recently about how the balance of power was shifting from […]
The Perfect Storm For Cable
Content is King, is a phrase that puts fear in the hearts and minds of cable company executives and gets louder each time one of its providers decides it’s time to raise prices. Technology, which has a way of disrupting business models, is about to wield its sword once again. While each of these creates a […]
