By David Nelson, CFA Alpha Select – August 2014 Update *Alpha Select – August +5.2% YTD +12.36% **S&P 500 – August +3.8% YTD +9.58% * Net of Fees ** Includes Dividends August erased all of June’s losses pushing markets into record high territory boosting the S&P through another millennium. It feels good, looks good and […]
Tag Archives: Ukraine
August
11
Trade War
posted by David Nelson, CFA
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?
June
16
Iraq Crisis – The Tipping Point
posted by David Nelson, CFA
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 […]
April
01
Climbing the Wall of Worry – Alpha Select Update for March 2014
posted by David Nelson, CFA
By David Nelson, CFA Investors certainly climbed the Wall of Worry this month shrugging off a Russian invasion, China’s Debt Bubble and a Fed Head who stumbled in her debut performance before the press. Despite these concerns markets sit just shy of all-time highs. My post over the weekend, The Worm Has Turned talked about the […]
March
08
Putin is Ex KGB & Chess Master – His Next Move
posted by David Nelson, CFA
David tells London host Martine Dennis that Putin is ex KGB and has always wanted to return Russia to Superpower status.
