The Money Runner
Soundbites – Xerox, HP and Walgreens
David joins Yahoo’s On the move with Adam Shapiro and Julie Hyman
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 […]
January – What Happened, Why It Happened and What We Are Doing About It!
By David Nelson, CFA January was a month most stock investors would like to forget, especially coming on the heels of 2013 where the market offered few opportunities to get in. Alpha Select outperformed this month but a 3.6% fall in the S&P has to be addressed. Let’s talk about; What happened, Why it happened […]
Before the Bell – Drowing in Oil (OXY) (HP) – Boeing (BA) More Good News
Drowning in Oil – Energy independence is a big part of my bull thesis for U.S. Equity markets. While not achievable for some time we continue to march down that path. Several of the major news organizations including Bloomberg, Fox News and the Wall Street Journal ran stories yesterday pointing to record output of U.S. […]
