Tag Archives: XLK

July 03

Gekko: It’s a Zero Sum Game – Somebody wins somebody loses

By David Nelson, CFA We’ve hit the point of no return for 2017. Probably a good spot to check our compass and make sure we have enough fuel to complete the journey. With the exception of a few bumps along the way the broad indices have been relatively benign. However, trading beneath the surface has […]

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 […]

October 22

The New New Line in the Sand – Follow-Up

By David Nelson, CFA From the start of the decline to the present talking heads including yours truly have been drawing an endless series of chart trend lines searching for one that supports an extension of the bull thesis. I started off a couple of weeks ago with the 120 moving average which lasted only […]

October 15

3 Sectors Needed to Turn the Market

  Earlier this morning I sat down with Yahoo Finance Anchor Aaron Task to talk about the market and what it will take to put in a bottom.