Half Time Report – Alpha Select Performance Update
Alpha Select – June 2014 Update *Alpha Select – MTD +2.53% YTD +10.04% **S&P 500 – MTD +1.91% YTD +6.96% * Net of Fees ** Includes Dividends By David Nelson, CFA June was a solid month for markets and marks the half-way point for 2014. Alpha Select finished with another strong showing hitting double digit returns […]
Iraq Crisis – The Tipping Point
By David Nelson, CFA Last week most investors were blind-sided by the frightening events coming out of Iraq, an area of the world most Americans would like to forget. A wave of talking heads including yours truly took to the airwaves, some focused on the politics and others like myself looking to sort out the […]
The Great Wall of China Debt Due in April
Click on Picture to Play Video My interview with host Debra Borchardt for TheStreet.com
BNN In-Depth Interview – S&P – China – Trouble in the Biotech Sector
http://youtu.be/NNA4-dtosbI David talks with BNN host Mark Bunting about a range of topics on investors minds. Biotechs, the Fed, Index Investing are all covered during this in-depth interview.
Russia / China – The Great Wall of Worry
By David Nelson, CFA Markets in the U.S. will likely face their biggest test this year over the next couple of months. There are two dynamics investors will be forced to confront as we head into spring. First of course is the ongoing crisis in the Ukraine with governments and investors trying to decipher Putin’s […]
This is Not China’s Bear Stearns Moment
David talks with host Catharine Murray on Canada’s Business News Network about China’s first bond default. David also hits on recent the recent market action and Bitcoin’s Satoshi Nakamoto.
Emerging Markets Trigger Selloff – What You Should Do Right Now
By David Nelson, CFA Last week the Bulls fumbled the ball and Bears seized the opportunity to put some points on the board. It’s too early for end zone dances but I see a lot of high fives on their side of the field, while the rest of us brush off the dirt and get […]
Emerging Markets Trigger Selloff in U.S.
http://youtu.be/LWJHKRt8bb4 David shares some advice for investors concerned about Friday’s market sell-off that started in the emerging markets.