The Final Trade – 2015

https://youtu.be/sBZk5_NnE-A Closing out the year with a CNBC round table discussion. On set at the NYSE with  Sara Eisen, Bill Griffith, Mike Santoli, Tim Seymor, John Kilduff and myself. We covered just about everything.

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5 Questions Investors are Asking

By David Nelson, CFA 2015 will end the year frustrating both bulls and bears. Unable to sustain a breakout in either direction, trends were tough to come by and most couldn’t sustain themselves long enough for investors to jump on board. While the S&P looks to come in about flat for the year one look […]

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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 […]

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A funny thing happened on the way to the bear market…

By David Nelson, CFA A funny thing happened on the way to the bear market this month. Despite the best efforts of short sellers, strategists and talking heads everywhere, markets worldwide have staged a stunning comeback with most up mid-single digits month to date. World Equity Performance October The September Employment report was the liftoff […]

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A shot across the bow…

By David Nelson, CFA For stock pickers Friday’s action was a shot across the bow as the market seemed to embrace a Bad News is Good News psychology. In the face of Friday’s dismal jobs report, traders looked through the dark clouds scooping up beaten down shares or covering crowded shorts. Not only was the […]

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Going Tactical – The Movie

  Phrases like “You have to be in it to win it” or “I’m a long term investor” work right up until one day your retirement account is down 30% and they just handed you a gold watch. David talks about the potential of tactical asset allocation to reduce drawdowns.  

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3 Blocks to the Wall of Worry – Yahoo TV

  David sits down with Yahoo Finance TV anchor Jeff Macke to discuss the markets current “Wall of Worry.”      

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January Redux – Alpha Select & BullFinder Updates

David Nelson, CFA In a near repeat performance of last year’s kick off, the S&P ended the month falling close to 3%. Also, just like last year the only two sectors to end in positive territory were Utilities and Healthcare. Alpha Select our total equity model fared better than the benchmark down 1.98%. Click Here for profit […]

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