I spent eight years at Bank of America in New York (1978-86) covering Wall Street, then moved to Moody's Investors Service where I worked for 22 years, covering banks, sovereigns and corporates. I chaired the Credit Policy Committee for four years. I retired in 2007 as vice chairman. PLEASE FOLLOW ME ON TWITTER: @christophermah3 My philosophy: I am a libertarian, a market monetarist, an admirer of Fisher, Friedman and Minsky. I believe in a strong safety net and strict regulation of the financial system. I support most of Dodd-Frank. I think that the world's #1 problem today is inadequate inflation and nominal growth. I believe that the Fed should have two mandates: financial stability, and a nominal output target. I follow Scott Sumner and the other market monetarists. I respect Krugman as a brilliant economist who happens to be a leftist. In addition to publishing at Seeking Alpha, I have my own financial blog at http://capitalismandfredom.blogspot.com
Mid Market M&A consultant specializing in technology and energy industries. Individual Investor for over 25 years. Growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
I have a keen sense of cutting through management and Investment banker commentary and seeing true value of companies. A lot of my views tend to be controversial for that reason but at the same time remarkably accurate.
To get a feel for my writing, readers can puruse a few of my recent against the grain calls:- with extremely high success rates.
Adam has over twenty five years’ experience in capital markets and investment management, in a career that has involved proprietary trading desks, commodity trading advisors, sovereign wealth funds and private offices. During this time he has had trading book P&L responsibility, in addition to setting up and managing offices of regulated global financial entities in the UAE.
Anthony G. B. (Tony) Hayes BSc (Hons.), DIA, CFA. Tony is an all-round investment professional with a broad range of credentials, skills, contacts and work experience in Canada, England, the United States and Australia. His career spanning four decades has been in the investment and mining industries as a corporate director, president, executive director, research manager, money manager as well as being a top-ranked Canadian metals and mining analyst in the 1970s and 1980s. Hailing from Aberdeen, Scotland he now lives in Niagara-on-the Lake in the deep-south.of Canada. Contact details: firstname.lastname@example.org
I have an MA in economics from the University of Oklahoma, the football program voted best of all time by College Football News and ESPN. I write a blog on investing at rdmckinney.blogspot.com. Laissez Faire Books has contracted to publish my book on investing, Financial Bull Riding, in December.
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
Chris Ciovacco is the founder and CEO of Ciovacco Capital Management (CCM), an independent money management firm serving individual investors nationwide. The thoroughly researched and backtested CCM Market Model answers these important questions: (1) How much should we allocate to risk assets?, (2) How much should we allocate to conservative assets?, (3) What are the most attractive risk assets?, and (4) What are the most attractive conservative assets?
Chris is an expert in identifying the best ETFs from a wide variety of asset classes, including stocks, bonds, commodities, and precious metals. The CCM Market Model compares over 130 different ETFs to identify the most attractive risk-reward opportunities.
Chris graduated summa cum laude from The Georgia Institute of Technology with a co-operative degree in Industrial and Systems Engineering. Prior to founding Ciovacco Capital Management in 1999, Mr. Ciovacco worked as a Financial Advisor for Morgan Stanley in Atlanta for five years earning a strong reputation for his independent research and high integrity. While at Georgia Tech, he gained valuable experience working as a co-op for IBM (1985-1990). During his time with Morgan Stanley, Chris received extensive training which included extended stays in NYC at the World Trade Center.
His areas of expertise include technical analysis and market model development. CCM’s popular weekly technical analysis videos on YouTube have been viewed over 700,000 times. Chris’ years of experience and research led to the creation of the thoroughly backtested CCM Market Model, which serves as the foundation for the management of separate accounts for individuals and businesses.
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Michael Kramer is the founder and PM of MCM.
Michael Kramer is a thematic growth investor. He likes to think about themes in society and find long term equity investments that fit those themes.
Michael is the founding member of Mott Capital Management, LLC in 2014. Prior to MCM Michael spent the previous 10 years working as a domestic and international equity trader. During this time he was responsible for handling trades in some of the most illiquid equities. Additionally, Michael has experience trading in some of the most exotic foreign markets.
Mott Capital Management is a Thematic Growth investor using themes and trends in life to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. We are long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe it is a way to neutralize market volatility.
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
Anthony is a private investor and Owner/Author of the blog The Struggling Millennial, which is geared toward today's generation of young adults and their struggle to achieve financial independence. Anthony prides himself on being self-taught and self-made, and regularly encourages individuals to take control of their own lives through the use of simple, straight-forward investment principles that the average person can understand and actively use to evaluate the financial health and performance of their investments.
Anthony is an electrical engineer who works full-time managing multi-million dollar projects for one of the larger construction firms in the Philadelphia area. Anthony believes the most difficult part of our individual journeys toward success and freedom is simply building the courage to get started, but once started, if we maintain our persistence, the sky is the limit.
ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments by major funds.
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Rodney Johnson works closely with Harry Dent to study how people spend money as they go through predictable stages of life, how that spending drives our economy and how readers can use this information to invest successfully in any market.
Rodney began his career in financial services on Wall Street in the 1980s with Thomson McKinnon and then Prudential Securities. He started working on projects with Harry in the mid-1990s.
He’s a regular guest on several radio programs and is featured on television where he discusses economic trends ranging from the price of oil to the direction of the U.S. economy. He too is a regular guest on fox Business’s “America’s Nightly Scorecard.” He holds degrees from Georgetown University and Southern Methodist University.
Ronald J. Surz is a partner and CIO of Paladin FinTech, researching financial technology as well as providing a portal to leading edge financial technologies, including some developed by Paladin.
He is also President of PPCA and Target Date Solutions, and partner of TDF Builder and Sortino Investment Analytics.
Ron has served on several boards, and currently serves on a few. He earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.
Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
Vahan Janjigian is Chief Investment Officer at Greenwich Wealth Management, LLC, an SEC registered investment advisor. He previously served as Chief Investment Strategist at Forbes Media, LLC. He has served on the finance faculties of several universities, including Baruch College, Boston College, Northeastern University, and University of Delaware.
Wolf Richter is the founder and CEO of Wolf Street Corp. He has 20 years of C-level operations and finance experience, including turnaround situations and startups. He lived in five foreign countries and traveled to 100 others on all continents. Currently in San Francisco.
Stephen D. Hassett is a technology executive with economics as hobby. Steve is based in Atlanta, Georgia, and author of "The Risk Premium Factor: A New Model for Understanding the Volatile Forces that Drive Stock Prices" http://bit.ly/JKtTiE. His RPF Model is based on work he had done as a consultant and corporate development/M&A executive.
LinkedIn Profile: http://www.linkedin.com/in/stevehassett
I’m Masters In Commerce. I’m related with an audit firm, which is doing a business of making business plans, forecasts and financial statements. So, I have a strong hold on the financial sides of businesses. In addition, I’m also attached with Asset Management Company over the past two years. I love to play with defensive nature of stocks that are offering high growth at low risk. I have been following commodities and their nature of businesses along with industrial, auto and other industries.
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha a little over three years ago and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
Scott Grannis was Chief Economist from 1989 to 2007 at Western Asset Management Company, a Pasadena-based manager of fixed-income funds for institutional investors around the globe. He was a member of Western's Investment Strategy Committee, was responsible for developing the firm's domestic and international outlook, and provided consultation and advice on investment and asset allocation strategies to CFOs, Treasurers, and pension fund managers. He specialized in analysis of Federal Reserve policy and interest rate forecasting, and spearheaded the firm's research into Treasury Inflation Protected Securities (TIPS). Prior to joining Western Asset, he was Senior Economist at the Claremont Economics Institute, an economic forecasting and consulting service headed by John Rutledge, from 1980 to 1986. From 1986 to 1989, he was Principal at Leland O'Brien Rubinstein Associates, a financial services firm that specialized in sophisticated hedging strategies for institutional investors.
Visit his blog: Calafia Beach Pundit (http://scottgrannis.blogspot.com/)
David Moenning is Chief Investment Officer at Sowell Management Services, a registered investment advisor with more than $500 million under management. Sowell emphasizes an MPD (Modern Portfolio Diversification) approach to portfolio design which diversifies client holdings not only across asset classes but also by strategy, manager, and investment methodology. Dave began his investment career in 1980 and has been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for nearly 30 years.
I am a private investor focused on finding opportunities across all types of investments, in all sectors, industries - stocks, bonds etc and in all countries and regions of the world. I have been investing for myself for more than ten years and I have so far profited from opportunities in Europe, US and Asia. However I do look at opportunities also in other parts of the world, though there is usually the problem of liquidity and/or accessibility in markets in the Middle East and Africa and some other markets in other parts of the world.
Disclosure: I'm not a financial adviser. All articles are my opinion - they are not suggestions to buy or sell any securities. Perform your own due diligence and consult a financial professional before trading.
Daniel Irvin is the Managing Partner of Infrastructure Capital LLC, which manages a proprietary portfolio comprised of infrastructure-related assets including municipal securities. He has 30 years experience as an investment banker structuring, underwriting, marketing and trading municipal bonds; as CEO of an energy development company; and as an investor in infrastructure-related debt and equity.
Dr. Jacques Saint-Pierre was full professor of finance at Laval University (founded in 1852) until his retirement in 2010, where he has taught finance at the bachelor, MBA and Ph.D. levels during 40 years. He is now adjunct professor at the same university and board adviser. He has been during his long career, among other things, securities regulator, business valuator, securities analyst, and court financial expert. He has always been a strong proponent of the value approach (value based management, and value investing) well before it became so popular. Some of his academic writings on the subject can be read on the Social Science Research Network (SSRN) at http://ssrn.com/author=12155 where his author rank is in the first 5th percentile out of more than 280 000 authors.
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
I participated in the creation of financial derivatives, beginning with the introduction of Eurodollar and Standard and Poors futures at the CME, and including the secondary market trading of OTC swaps. I have established and managed trading desks in these instruments and managed MHT Futures, Inc., one of the first bank subsidiaries to clear futures. Today I teach and write about the need for market-based innovation in these seriously flawed markets.
Paul Gillis is Professor of Accounting at Guanghua School of Management, Peking University, Beijing China. He is an evangelist for better accounting, auditing and corporate governance in China.
Jacob H. Zamansky is the principal of Zamansky LLC (http://www.zamansky.com/), a leading securities arbitration and class action litigation firm in New York which represents both individuals and institutions in structured note, complex securities, hedge fund, and employment-related arbitrations and litigations. He is one of the country's foremost authorities for investors claiming broker wrongdoing, or for brokers claiming wrongful termination or other misconduct by their employer.
Mr. Zamansky was at the forefront of recent efforts to "clean up" Wall Street. In 2001, he successfully sued former Merrill Lynch analyst Henry Blodget on behalf of a New York pediatrician misled by Blodget's stock research. The case's successful resolution was the catalyst for New York Attorney General Elliot Spitzer to investigate the conflicts of interest on Wall Street and resulted in the well-reported $1.4 billion Global Settlement, which included many of the biggest names on Wall Street. More recently, Mr. Zamansky is one of the leading litigators and opinion leaders of the subprime mortgage crisis and the related hedge fund collapses, as well as on the misconduct associated with the wide sale of complex structured products to retail investors, representing both investors and mortgage borrowers who were defrauded by Wall Street firms and mortgage lenders.
Visit Jake Zamansky's blog (http://www.zamansky.com/category/blog/)
Lars Christensen is an internationally renowned Danish economist specialised in international economy, Emerging Markets and monetary policy. Lars has over 20 years’ experience in government and banking and is the founder and owner of Markets and Money Advisory and is a Senior Fellow at London’s Adam Smith Institute.He has a long experience as a speaking partner to multinational companies and financial institutions regarding global financial markets, the global economy and geopolitics. He is known for his no-nonsense, out-of-the-box views and as a lively and opinionated speaker.
Lars Christensen worked five years as an economic policy analyst at the Danish Ministry of Economic Affairs (1996-2001). He has a master degree in Economics from the University of Copenhagen (1994).
Lars is particularly known for having been Head of Emerging Markets Research at Danske Bank in Copenhagen. In this role he authored numerous path-breaking economic reports on particularly Central and Eastern Europe.
In 2006-8 Lars co-authored a number of reports warning of a coming economic meltdown in Central and Eastern Europe and maybe most famously Lars co-authored the report “Geyser Crisis” in 2006, which correctly forecasted a major economic and financial crisis in Iceland.
Lars Christensen is the author of the book “Milton Friedman – en pragmatisk revolutionær” (“Milton Friedman – a pragmatic revolutionary”) published in November 2002. He has contributed to numerous other books. Lars Christensen is internationally recognized as a specialist on the economic teachings of Milton Friedman and the history of monetary thought.
Lars also blogs at marketmonetarist.com. His blog The Market Monetarist has since it was started in 2011 become one of the leading international blogs on monetary policy. Lars has coined the name Market Monetarism. Market Monetarism is a new school of economic thought that has emerged primarily in the blogosphere. Market Monetarists like Lars advocate that central banks should target the nominal GDP level (NGDP level targeting).
Furthermore, Lars has a strong interest in monetary policy for commodity exporting countries and he is advocating that commodity exporting countries could benefit from introducing what he has termed an Export Price Norm (EPN), where the commodity exporting country is pegging its exchange rate to a basket of currencies and the price of the commodity the country exports. Lars has been advising governments of oil exporting countries on monetary matters.
Simply Safe Dividends helps conservative dividend investors increase current income, make better investment decisions, and avoid risk. Brian Bollinger, CPA, runs Simply Safe Dividends and previously worked as an equity research analyst at a multibillion-dollar investment firm.