David joins Fox Business anchor Charles Payne to discuss the Fed’s upcoming rate decision
Tag Archives: GOOGL
October
31
Saving Capitalism 1 Stock at a Time
posted by David Nelson, CFA
By David Nelson, CFA CMT Most of you know I’m an ex-rocker so bear with me while I pull a band from my youth. Led Zeppelin’s Communication Breakdown was the quintessential rock song with two lines of lyrics that set the tone for what’s taking place in the communication sector this year. Communication breakdown, it’s always the […]
May
09
Ground Zero
posted by David Nelson, CFA
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 […]
July
06
Growth Mirage
posted by David Nelson, CFA
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!
posted by David Nelson, CFA
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. […]
August
03
Top Heavy Market – Should Investors Be Concerned?
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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 […]
September
02
It’s not surprising money is pouring into the U.S.
posted by David Nelson, CFA
David joins CNBC anchor Brian Sullivan to discuss markets and an update on the trade war.
DAVID NELSON, CFA 