Tag Archives: GOOGL

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 […]

March 01

SPEED KILLS!

By David Nelson, CFA CMT As the vaccine rollout continues investors will start to look beyond the Covid recovery and start to ask themselves some tough questions. The usual suspects or rogue’s gallery of market worries includes high valuations, rising yields, high unemployment and of course my personal favorite a geopolitical backdrop that challenges U.S. […]

October 25

Alphabet vs DOJ

August 03

Top Heavy Market – Should Investors Be Concerned?

By David Nelson, CFA CMT Last week capped off another powerful month for the broad indices setting up a potential challenge to the all-time S&P high set in February. Of course, the NASDAQ is already there in large part powered by the 5 largest companies (APPL, MSFT, AMZN, GOOGL & FB) that all hit highs […]

July 29

Chapter II – 3 Steps to save capitalism

By David Nelson, CFA In Chapter one the first of three steps needed to save capitalism, I focused on taxing capital the same as income. As stated, eliminating the preferential treatment of capital gains isn’t going to solve income inequality and I’m certain that shouldn’t be the goal. There will always be a gap between the successful […]

November 03

Around the world in 144 seconds

Highlights from the week

September 02

It’s not surprising money is pouring into the U.S.

David joins CNBC anchor Brian Sullivan to discuss markets and an update on the trade war.

September 01

Alphabet moves supply chain out of China

David weighs in on the latest developments out of China following Alphabet’s decision to move a supply chain to Vietnam.

July 28

Biggest Risk for Big Tech…

David joins Fox Business anchor Charles Payne to talk Big Tech

September 06

Washington vs Tech

“Some of these companies are almost a nation unto themselves with massive war chests to lobby on their behalf…