The Money Runner
Growth Mirage
By David Nelson, CFA CMT With the first half of the year in the rear-view mirror I thought it would be a good time to share some conversations taking place on the Belpointe Trade Desk. You can’t buyback your way to growth Source FactSet Last week United Asset’s Tom Healy and Matt DeLorenzo were guests […]
Chapter II – 3 Steps to save capitalism
By David Nelson, CFA In Chapter one the first of three steps needed to save capitalism, I focused on taxing capital the same as income. As stated, eliminating the preferential treatment of capital gains isn’t going to solve income inequality and I’m certain that shouldn’t be the goal. There will always be a gap between the successful […]
Re-invest or Die! – The BNN Interview
https://youtu.be/PlDTqXZylbE The good news is that buybacks are slowing down. The bad news is that buybacks are slowing down. David says CEOs choose buybacks to prop up their paycheck.
Why Growth is Killing Value – What it means for 2016!
By David Nelson, CFA The S&P 500 is up modestly year to date but the action beneath the surface has investors feeling like heroes or zeros depending on their latest stock pick. This bifurcation is easily seen when comparing S&P 500 Value stocks (IVE) with its growth counterpart (IVW). Investors continue to crowd into a dwindling inventory […]
Like Rocky the aging bull makes a comeback
By David Nelson, CFA After taking a standing eight count the aging U.S. Bull Market makes a Rocky Balboa comeback. October’s performance to date is one of the best in years. There were a few hints along the way. The successful retest in late September and the positive signal from the Bullish Percent index were early […]
IBM – The Emperor Still Has No Clothes
https://youtu.be/4lT0KZEAN24 David sits down with CNBC’s Bill Griffeth, Sara Eisen and Jon Najarian to discuss IBM’s latest release.
Can the Cloud Save IBM – CNBC
http://youtu.be/Dj10oDQaws8 David talks to CNBC hosts Kelly Evans and Bill Griffeth about the problems surrounding IBM.
Earnings on Deck – CNBC – JNJ, IBM & NFLX
http://youtu.be/dtyJFmYaNhg David joins the Closing Bell gang with host Kelly Evans to discuss the earnings today from JNJ, IBM and NFLX. For IBM I guess the Emperor still has no clothes.
