The Money Runner
Geopolitical vs Earnings – Markets react to both
Investors are forced deal with a news cycle that doesn’t let up
Syria – Minutes before the strike
Minutes before the strike David was discussing the risks of collateral damage.
Hedgeye’s McCullough tells me” Strong US Dollar Could Weaken Putin
Click Here for Full Story and Video
David on The Willis Report – September, How Bad Will It Be?
Disclosure – Funds managed by David Nelson are long Apple stock at the time of the release of this post. however, reserve the right to sell at any time. Belpointe Asset Management, LLC (“Belpointe AM”) is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should […]
Buy the Dip or Back to the Bunker?
Buy the Dip has been a rallying cry for talking heads for most of 2013. It always sounds smart and exactly what the Doctor ordered until it actually happens. Suddenly the talking heads turn bearish and the buyable dip feels like the beginning of a correction forcing us back to the bunker. I succumb to the same […]
