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 […]
2 Trends Investors Can’t Ignore – Alpha Select Update
By David Nelson, CFA Alpha Select – September 2014 Update *Alpha Select – September (-1.50%) YTD +10.93% **S&P 500 – September (-1.55%) YTD +8.1% * Net of Fees ** Includes Dividends September frustrated both Bulls and Bears as momentum in either direction was short lived. It’s clear a stealth correction has been taking place most […]
Half Time Report – Alpha Select Performance Update
Alpha Select – June 2014 Update *Alpha Select – MTD +2.53% YTD +10.04% **S&P 500 – MTD +1.91% YTD +6.96% * Net of Fees ** Includes Dividends By David Nelson, CFA June was a solid month for markets and marks the half-way point for 2014. Alpha Select finished with another strong showing hitting double digit returns […]
Iraq Crisis – The Tipping Point – Interview The Street.com
David talks to The Street.com anchor Debra Borchardt about the crisis unfolding in Iraq and what it means for world energy markets.
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 […]
Iraq in Crisis – Fox News
http://youtu.be/gZ4B2Lal4AY David speaks with Fox News anchor Arthel Neville about the crisis developing in Iraq.
Before the Bell – High-Tech Snooping (The Little Guy Doesn’t Have a Chance) – Fed Day (I was WRONG!))
High-Tech Snooping (The Little Guy Doesn’t Have a Chance) – A few months ago the world shocked when Eric Snowden came forward revealing that the NSA was collecting data and snooping on the call habits of American citizens, not to mention world leaders. Since then attention has been focused on the capability of technology and […]
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. […]