Tag Archives: aapl

May 09

Ground Zero

By David Nelson, CFA Ground Zero – the point on the earth’s surface directly above or below an exploding nuclear bomb. 2022 has forced investors to rethink popular mega cap growth strategies that have dominated investor returns for most of the last 12 years. Of course, its outperformance coincides with a Federal Reserve quantitative easing […]

April 24

Rip Off the Band-Aid

March 29

What is the VIX telling us now?

David joins Fox Business anchor Charles Payne along with Strategic Wealth Partners CEO Mark Tepper

January 26

The Fed Put Is Deep and Out of the Money

Until last night guidance has been dreadful. Fed won’t blink this time. $MSFT $AAPL $TSLA #FED

October 13

Wall Street Loves it, I HATE it!

Easiest way for a CEO to hit an earnings per share target and get their bonus is a stock buyback.

August 02

Dr. Fauci – It’s time to go

By David Nelson, CFA CMT A return of Covid restrictions and the inevitable reduction in economic activity is still the biggest risk investors face and in part likely explains some recent behavior in fixed income markets. As the Wall Street Journal points out virus cases are on the rise especially in parts of the country where […]

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 […]

June 24

David’s Pricing Power Stocks

David joins Fox Business anchor Charles Payne to discuss stocks with pricing power.

December 23

EV to TV – Apple wants to be a player

David joins Fox Business anchor Charles Payne to discuss Apple’s entry into the EV space