Author Archives: David Nelson, CFA

June 10

3 Risks for the Market

David joins Fox Business anchor Charles Payne to weigh in on the three risks he sees for the market.

June 08

I stared at the screen for 10 minutes

By David Nelson, CFA CMT After Friday’s non-farm payroll release I stared at the screen for 10 minutes in disbelief. I kept looking to see if someone at the BLS (Bureau of Labor Statistics) forgot to put a minus sign in front of the number. Just about everything related with COVID-19 has challenged some of […]

June 03

Asset Class War – The Movie

David joins Fox Business anchor Charles Payne and Bank of New York Chief Strategist to weigh in on the economy and markets. David says you don’t have to sell Amazon $AMZN but…

June 01

Asset Class War – Part II

By David Nelson, CFA CMT The themes behind last week’s article discussing Asset Class Warfare continued to play out with massive shifts taking place in equity markets. Out of the gate last Tuesday Mid-Caps, (MDY), Small Caps (IWM) and Large Cap Value (IVE) exploded higher following the holiday weekend. Large Cap Secular Growth (IVW) had trouble staying green on the […]

May 28

April was the economic bottom

David joins the Yahoo Finance panel to weigh in on the recent market rotation as well as the economic outlook.

May 27

The only thing worse than being wrong, is staying wrong

David joins Fox Business anchor Charles Payne to discuss the markets and economy.

May 26

Asset Class War!

By David Nelson, CFA CMT Over the holiday weekend the United States crossed 100,000 fatalities connected to COVID-19. We can and should debate every aspect of the response including actions taken by the federal reserve. What isn’t up for debate is the economic damage and unintended consequences of shutting down the economy. Historians will judge […]

May 21

Turning on the Lights

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May 18

Failure is not an option!

By David Nelson, CFA At 7:50PM April 13th, 1970 Fight Director Gene Kranz was sitting at his desk in NASA’s Mission Control facility. Five minutes later he was about to receive a radio transmission from the crew of Apollo 13 that would change his life and that of everyone associated with America’s Space program. With […]

May 17

The COVID Reel

Highlights from several News Networks featuring David Nelson CFA, Chief Strategist of Belpointe weighing in on a range of issues during the Covid-19 pandemic.