Tag Archives: TLT

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

October 23

The Willis Report Economic Showdown – Part II

Host Gerri Willis is the referee in a knock down take no prisoners debate over the economy. Part II

October 23

The Willis Report – Economic Showdown Part I

Host Gerri Willis is the referee in a knock down take no prisoners battle over the economy. Part I