Line in the Sand for the S&P 500

By David Nelson, CFA Obviously yesterday was an uncomfortable one for the bulls. Whenever we get sell offs like this we all become chart gazers looking for levels of support. Where can we draw that line in the sand? For more than a year the 120 day has been a pretty good place to start. […]

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Climbing the Wall – April 2014 Alpha Select Update

Alpha Select – April 2014 Update *Alpha Select – MTD (-0.11%) YTD +2.80% **S&P 500 – MTD +0.62% YTD +2.53% * Net of Fees ** Includes Dividends By David Nelson After starting off the month with a push to all-time highs markets quickly headed south and by mid-month were down close to 4%. Even confirmed […]

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The C-Suite Conspiracy

By David Nelson Income inequality and the widening gap between the rich and poor has become a central theme that will likely dominate the political landscape as we head into the mid-term elections. Both sides of the aisle frame the debate differently and as you might expect there is a lot of finger pointing when […]

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Climbing the Wall of Worry – Alpha Select Update for March 2014

By David Nelson, CFA Investors certainly climbed the Wall of Worry this month shrugging off a Russian invasion, China’s Debt Bubble and a Fed Head who stumbled in her debut performance before the press. Despite these concerns markets sit just shy of all-time highs. My post over the weekend, The Worm Has Turned talked about the […]

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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 […]

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Avoid the S&P Big 20!

https://www.youtube.com/watch?v=atdv-v5umjI David talks to CNBC hosts Brian & Mandy about today’s selloff. Then David & Brian duke it out over indexing vs. active management.

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Active vs. Passive Investing – Time for Some Payback!

By David Nelson, CFA Since the dawn of index funds investors have grappled with the decision to place their hard earned money with portfolio managers or just buy the index. As money management styles fall in and out of favor, investors rushed from one fund to the next chasing the Holy Grail. Since most indexes […]

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This Is Not 2008 – Al Jazeera America

http://youtu.be/D97QzIHoeME David joins Al Jazeera America host Del Walters to discuss the recent sell-off in global markets.

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