The Money Runner
Oil – The Black Swan – Part 1
By David Nelson, CFA No market event creates more fear in the hearts and minds of investors than that of the Black Swan. Wikipedia explains the Black Swan theory developed by Nassim Nicholas Taleb as follows: The disproportionate role of high-profile, hard-to-predict, and rare events… The non-computability of the probability of the consequential rare events using […]
High Flying Stocks (NFLX) and (TSLA)
http://youtu.be/rEIiIHeFSM8 David discusses high flying stocks Netflix (NFLX) and Tesla (TSLA) that are falling from lofty levels.
The Costanza Trade
http://youtu.be/qfSrpeUzf3c George Costanza says “Do the opposite.” – Maybe we should listen to him.
What’s Next for Oil? – BNN
http://youtu.be/1YGeCZr1idg David discusses the oil’s recent fall and what it means for investors and consumers.
Big Blues for IBM
https://www.youtube.com/watch?v=9_0NuRSEw5M&feature=youtu.be David calls out IBM executives for using stock buybacks to hide the fact that they aren’t growing. Revenue and cash continue to decline while debt climbs.
The Twelfth Round – Alpha Select November Update
Alpha Select – November 2014 Update *Alpha Select – November +3.00% YTD +14.51% **S&P 500 – November +2.45% YTD +13.49% * Net of Fees ** Includes Dividends By David Nelson, CFA Nothing short of a December knock out is going to save the Bears this year. With only 3 down months in 2014, the ref’s scorecard has it 8-3 […]
Right Deal Wrong Price – HAL for BHI Follow-up
http://youtu.be/_1zy17jfS2Y Why I sold my Halliburton (HAL) shares.
