Tag Archives: TLT

January 02

2014 Yearbook

Alpha Select – December 2014 Update *Alpha Select – December (-1.15%)  YTD +13.19% * Net of Fees David Nelson, CFA After a rough start, a series of geopolitical events shaking investor confidence and a disappointing final trading day, 2014 added a 6th year to the bull market that began in 2009. Alpha Select enjoyed another strong year […]

December 29

2015 Bull Market – It’s Different This Time

By David Nelson, CFA Every year, around this time strategists put together projections taking a bull or bear stance as the sound of the first opening bell rings in 2015. After a 6 year run, a PE multiple marching steadily higher, a wave of buybacks that can’t last and a Fed heading to the exit, […]

October 30

The Pendulum Shifts

By David Nelson, CFA It’s no secret that there’s been a raging debate inside the Fed. Hawks like Fed Governors Plosser and Fisher have been quite vocal in recent months taking every chance to voice their concerns that the Fed was falling behind the curve. In previous Fed releases it’s the hawks that have taken […]

October 20

The Fed Needs a Communications Czar!

By David Nelson, CFA In November of 2013 former Fed Chair Ben Bernanke made a speech describing his efforts over the last eight years to “make the Federal Reserve more transparent — and, in particular, to make monetary policy as transparent and open as reasonably possible.” The transparency he describes has morphed into a stream of consciousness narrative […]

October 15

Ebola, ISIS, Oil Prices weigh on Stocks

David talks to CCCTV’s Karina Huber about the latest market selloff. Ebola, falling interest rates and market volatility weigh on investors

October 03

Jobs Report – Looking Behind the Numbers – CCTV

David discusses the Friday’s jobs report with CCTV host Michelle Makori and John Herrmann Director of US Rate Strategies, Mitsubishi UFJ Securities

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 21

Hawks vs Doves – Fed Exit is closer than you think

By David Nelson, CFA Evidence continues to mount supporting my view the Fed is moving to an eventual exit quicker than the street believes. Yesterday’s release of July’s FOMC minutes has to be viewed as hawkish. The only debate is to what degree. I stand by my call that the first hikes will come during […]

February 03

January – What Happened, Why It Happened and What We Are Doing About It!

By David Nelson, CFA January was a month most stock investors would like to forget, especially coming on the heels of 2013 where the market offered few opportunities to get in.  Alpha Select outperformed this month but a 3.6% fall in the S&P has to be addressed. Let’s talk about; What happened, Why it happened […]

January 08

David Nelson – Janet Yellen Confirmation & Her Challenge for 2014

David discusses the Senate’s confirmation of Janet Yellen who becomes the first woman to chair the Fed in its 100 year history. David also elaborates on the biggest challenge she faces in 2014