Tag Archives: bonds

February 05

Everyone has a plan until they get punched in the mouth

Mike Tyson – “Everyone has plan until they get punched in the mouth” By David Nelson, CFA A punch square in the jaw from Mike Tyson is probably how most traders felt when they rang the closing bell Friday. Down at the open after a better than expected jobs number, good news became bad news […]

July 10

How safe is the safe haven trade?

By David Nelson, CFA Stocks ended the shortened holiday week close to the flat line while bonds and gold finished under pressure as investors rotated out of traditional safe haven assets. U.S. yields pushed higher on the heels of a better than expected jobs report coming in at 222k above consensus at 185k. U.S. 10 […]

October 10

Is the bull market in gold over?

By David Nelson, CFA Rate hike fears and a strong dollar trashed gold this week driving down the metal and associated ETF’s to the lowest levels since Brexit. The inverse relationship between gold and the dollar is well documented hence the selloff in the yellow metal makes perfect sense in light of a rising dollar […]

August 29

Fed Transparency – Clear as Mud

By David Nelson, CFA Even the press are starting to refer to the Fed’s annual trek to Jackson Hole as little more than a circus. (Barron’s: Fed’s Jackson Hole Circus) I said in last week’s post the commentary will be about as clear as mud followed by a parade of Fed officials each expressing their […]

August 02

It’s Still All About Oil

The Top Strategists are tripping over themselves to call the top in the market on the heels of Jeff Gundlach’s call to sell everything. To be fair there are a lot of red flags but it isn’t all doom and gloom either. The biggest challenge is the election cycle. We haven’t been here before. Two […]

July 24

Is the VIX flashing Warning or All Clear?

By David Nelson, CFA Geopolitical turmoil has had little effect this year as traders have used any sell off to increase market exposure. The good news is the market seems to be able to push higher and sustain altitude even while in overbought territory. The bad news is complacency is high with the (VIX) SPX Options […]

February 02

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 […]

June 02

Climbing the Wall of Worry – Alpha Select Update May 2014

By David Nelson, CFA Sometimes it all comes together and the stars are aligned for a good month. Alpha Select was up +4.4% and up +7.32% YTD. Perhaps more surprising was coming through the month with only 2 trades. This is certainly out of the norm especially during an earnings season where some companies are […]

August 20

Elephant in the Room

“Elephant in the room” is an English metaphorical idiom for an obvious truth that is either being ignored or going unaddressed. The idiomatic expression also applies to an obvious problem or risk no one wants to discuss.[2] The definition above comes directly from Wikipedia. For investors, the elephant in the room is of course the […]