Tag Archives: Coronavirus

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 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.

May 13

Designated Survivor

David weighs in on the challenge of close proximity businesses with Fox Business anchor Cheryl Casone and Bank of New York Chief Strategist Alica Levine.

May 04

America re-opening is only half the battle

By David Nelson, CFA Markets took a pause last week while at the same time completing one the biggest single month gains in a generation. It would be nice to believe the challenges ahead are few and that 2020 is just a cyclical downturn easily followed by the next leg of a bull market. Unfortunately, […]

April 27

46 Days

By David Nelson, CFA CMT In the early days of the pandemic equity markets reacted to a combination of data, news driven events and of course human emotion. Plummeting at a pace not seen in recent history it took just 23 trading days for stocks to fall from peak to trough. This historic downturn dwarfs the […]

April 20

Two Markets

By David Nelson, CFA Two months into the pandemic and its aftermath, U.S. markets have split in two. On one side we have the designated survivors: cash rich, high quality or essential service companies and on the other side, everything else. Behind the chaotic near historic price moves of the last several weeks stocks were […]

April 16

Live from the Bunker – The Conversation Shifts

David talks to Bloomberg anchor Jon Ehrlichman about the latest news on the war against COVID-19

April 14

Re-opening the economy

David joins Fox Business host Charles Payne to discuss how the conversation has shifted to re-opening the economy

April 12

COVID-19 – Let stock buybacks die

By David Nelson, CFA COVID-19 has done more than bring the world economy to its knees. It’s forcing decisions about life and death beyond that of our neighbors and loved ones. The actions of government and now the Federal Reserve includes a rescue package $Trillions in scope whose current goal is to return the status […]