Tag Archives: Iraq

October 01

2 Trends Investors Can’t Ignore – Alpha Select Update

By David Nelson, CFA Alpha Select – September 2014 Update *Alpha Select – September (-1.50%)  YTD +10.93% **S&P 500 – September (-1.55%) YTD +8.1% * Net of Fees ** Includes Dividends September frustrated both Bulls and Bears as momentum in either direction was short lived. It’s clear a stealth correction has been taking place most […]

August 11

Trade War

David shares his views on the Geopolitical and Military Events driving market returns with CNBC hosts Amanda Drury and Brian Sullivan. David answers the question “Which is of more concern to investors, Ukraine or Iraq?

August 10

Putin Blinked!

By David Nelson, CFA Geopolitics have kept investors in a defensive posture for most of the year. While the return of U.S. military operations in Iraq will dominate the front page, events in the Ukraine may be of more importance to investors. Journalists have spent much of the year trying to get inside the head […]

July 01

Half Time Report – Alpha Select Performance Update

Alpha Select – June 2014 Update *Alpha Select – MTD +2.53% YTD +10.04% **S&P 500 – MTD +1.91% YTD +6.96% * Net of Fees ** Includes Dividends By David Nelson, CFA June was a solid month for markets and marks the half-way point for 2014. Alpha Select finished with another strong showing hitting double digit returns […]

June 16

Iraq Crisis – The Tipping Point – Interview The Street.com

David talks to The Street.com anchor Debra Borchardt about the crisis unfolding in Iraq and what it means for world energy markets.

June 16

Iraq Crisis – The Tipping Point

By David Nelson, CFA Last week most investors were blind-sided by the frightening events coming out of Iraq, an area of the world most Americans would like to forget. A wave of talking heads including yours truly took to the airwaves, some focused on the politics and others like myself looking to sort out the […]

June 12

Number 1 With a Bullet! – Fox Busines

David speaks with Fox Business anchor Stuart Varney shortly after the President’s speech on the developing crisis in IRAQ.