The COVID Reel
Highlights from several News Networks featuring David Nelson CFA, Chief Strategist of Belpointe weighing in on a range of issues during the Covid-19 pandemic.
Designated Survivor
David weighs in on the challenge of close proximity businesses with Fox Business anchor Cheryl Casone and Bank of New York Chief Strategist Alica Levine.
America re-opening is only half the battle
By David Nelson, CFA Markets took a pause last week while at the same time completing one the biggest single month gains in a generation. It would be nice to believe the challenges ahead are few and that 2020 is just a cyclical downturn easily followed by the next leg of a bull market. Unfortunately, […]
46 Days
By David Nelson, CFA CMT In the early days of the pandemic equity markets reacted to a combination of data, news driven events and of course human emotion. Plummeting at a pace not seen in recent history it took just 23 trading days for stocks to fall from peak to trough. This historic downturn dwarfs the […]
Two Markets
By David Nelson, CFA Two months into the pandemic and its aftermath, U.S. markets have split in two. On one side we have the designated survivors: cash rich, high quality or essential service companies and on the other side, everything else. Behind the chaotic near historic price moves of the last several weeks stocks were […]
Live from the Bunker – The Conversation Shifts
David talks to Bloomberg anchor Jon Ehrlichman about the latest news on the war against COVID-19