I Love Gold!
By David Nelson, CFA Anyone who has followed me for the last couple of years knows I’m a long term Gold Bear. I think the Bear Market started in 2011 and could last for several more years. Even Bear Markets have rallies and yesterday’s release of the Fed’s FOMC Minutes may have set up a […]
Rising Dollar is the Surprise of the Year…
http://youtu.be/u_ZAcSOz3tE David discusses the market selloff with Fox Business News Anchor Stuart Varney. The Rising Dollar is the surprise of the year.
The Siren Song of Emerging Markets (EEM)
By David Nelson, CFA The emerging markets have always been the beta trade. U.S. markets go up and Emerging Markets rise even more. The inverse was also true but we knew that going in. These were developing markets that would sometimes falter. Inflation, policy mistakes, revolutions, dictators you name it were all risks investors were […]
Janet Yellen – Her First Challenge in 2014
By David Nelson, CFA Last night the Senate confirmed Janet Yellen as the next Fed Chairwoman. The confirmation was never in doubt but Fed watchers were all curious as to how large the margin would be. Many believed the no votes might be as high as 30, matching exiting Chairman Bernanke. With a vote of […]
3 Reasons Gold is Going Lower
David Nelson Chief Strategist at Belpointe Asset Management talks about why Gold is likely to head lower in a Bull / Bear Debate on CNBC. (Click here or on Picture above for video)
GOLD – Time to Buy? – Before the Bell
Gold – Time to Buy? – Investing in an asset class after a bubble burst is the fat pitch every hitter looks for. Gold bugs are stepping up to the plate thinking this is the opportunity of a lifetime. The yellow metal just broke to a multi-year low and is facing its first annual decline […]