What Lower Oil Prices Mean for the World Economy – Al Jazeera

David talks to Al Jazeera via London on choices for OPEC.

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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 […]

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Buyback / Payback – BNN Interview

http://youtu.be/O3GvfEjV18w If CEO’s continue to pick the low hanging fruit it will be at the expense of R&D and the buildout of factories, service centers and jobs.

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The Glass is Half ?

By David Nelson, CFA Alpha Select – October 2014 Update *Alpha Select – September +0.18%  YTD +11.17% **S&P 500 – September +2.32% YTD +10.71% * Net of Fees ** Includes Dividends October tends to be a nervous period for investors. Anyone who’s been in the business long enough still remembers Black Monday in 1987 when […]

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Jobs Report – Looking Behind the Numbers – CCTV

http://youtu.be/_sghvsa2PGo David discusses the Friday’s jobs report with CCTV host Michelle Makori and John Herrmann Director of US Rate Strategies, Mitsubishi UFJ Securities

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The Most Important Word for Fed Watchers – Making Money with Charles Payne

http://youtu.be/OXx6mRTrEgE David joins host Charles Payne to talk about his recent article on the Fed and what has become the most important word for Fed watchers.

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Wall Street vs Main Street – BNN

http://youtu.be/g-aHTnJgJ9k David talks to BNN host Catherine Murray about the recent jobs number and the divide between Wall Street and Main Street.

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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 […]

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