Nelson: ORCL "Bleeding Cash," Valuation "Blind Spot" in Markets

All right, we want to break down some of the positive and negative signals that we are seeing in the market. Also, maybe some stock picks for your portfolio. David Nelson, chief strategist at Belpoint Asset Management is with me.Good to see you, David. Thank you so much for being here. So, we talk about tailwinds, headwinds.How are you feeling about the market right now, especially because we have the Fed tomorrow. How important is that. Tell me a little bit what's going on in your mind.Well, we're marking ...