Tag Archives: Bulls & Bears

January 09

Where are the bears?

By David Nelson, CFA The battle between Bulls & Bears was raging long before the Buttonwood Agreement was signed by 24 brokers in 1792 looking to establish a commission rate to charge clients. Some consider the event the early beginnings of the New York Stock Exchange. Most investors know the long term prevailing trend for […]

December 01

The Twelfth Round – Alpha Select November Update

Alpha Select – November 2014 Update *Alpha Select – November +3.00%  YTD +14.51% **S&P 500 – November +2.45% YTD +13.49% * Net of Fees ** Includes Dividends By David Nelson, CFA Nothing short of a December knock out is going to save the Bears this year. With only 3 down months in 2014, the ref’s scorecard has it 8-3 […]