August 27

Politics – David Nelson Highlight Reel

David Nelson weighs in on the political drama we live through every day. His viewpoint resonates with followers from K Street to Main Street translating Washington double talk into the truth. Anything less is a clear and present danger.  

July 28

UPS – Buy Bail or Hold

David joins Fox Business Anchor Charles Payne to discuss the outsized post earning’s moves of your favorites stocks

July 28

China – It’s worse than you think

David joins Bloomberg’s Jon Ehrlichman to weigh in on the recent weakness in Chinese shares.

July 22

All eyes on the 10 Year

Stock investors are looking at bond yields.

July 22

Peak Growth – The Movie

We’re at peak growth right now. The key for investors. What are we slowing down to.

July 19

Hero to Zero

By David Nelson, CFA CMT Questioning the catalyst for the S&P 500’s first down week in a month investors went into the weekend looking for answers. Whenever we don’t have a clear explanation about price momentum or the lack there of, we scrub the numbers searching for a data point or factor to placate our […]

July 14

Is this as good as it gets?

Estimate revisions are likely peaking. Buybacks at a record are holding up the earning’s of some of the biggest companies. $590 Billion in authorizations year to date.

July 07

DIDI Diaster

Fox Business anchor Charles Payne, Mitch Roschelle weigh in on the DIDI Diaster

July 06

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 […]

July 03

Cyber War – Act II

By David Nelson, CFA CMT Late Friday a massive Ransomware attack linked to Russia based REvil hit thousands of companies in more than 11 countries. The attack comes just weeks after a Biden warning to President Putin laying out 16 critical infrastructure sectors that are hands off. Cyber-attacks are quickly becoming the biggest threat world economies […]

June 28

The USS Teflon Market

By David Nelson, CFA USS Teflon Market sailed past the FOMC iceberg I called out in last week’s post. On the heels of a Fed decision week that pushed June into negative territory stocks reversed course putting in their best week since March. The reflation trade bounced hard waving off concerns of a hawkish tilt in […]