Chartwell Research is published by Chris Joseph, CFA. Chris spent over seven years managing the private market investments in one of the 20 largest university endowments in the U.S. He also worked for many years in the equity research departments of leading investment banks, including five years following companies in the staffing industry. For over 15 years, Chris has been analyzing government and private sources of employment data, which form the basis for the Chartwell economic model.
Kirk Bostrom, as Managing Partner of Strategic Preservation Partners LP, has been a successful Silicon Valley private investor over the past decade. With roots in the markets beginning in his early teens as a runner on the floor of the Chicago Board of Trade, Kirk has spent nearly 30 years in the investment securities industry. His experience included working in Sales & Trading for First Boston Corporation (institutional taxable fixed income specialist) to Senior Vice President at Citigroup Smith Barney and being named a Managing Director at Piper Jaffray. At both Citigroup Smith Barney and Piper Jaffray, Kirk led a multi-office corporate services team across the spectrum of client coverage capacities, including corporate cash management, restricted stock & option transactions, and high net worth asset management. He was named repeatedly as one of the top-performing investment advisors in the nation as a member of the Chairman's Club at Citigroup (Nation's Top 1%) and Piper Jaffray's "Baker's Dozen" (Nation’s Top 13 Advisors). In the late 1990s, Kirk often appeared on San Francisco's NBC-TV affiliate, KRON-TV, for financial market commentary. He received a Bachelor of Science in Agricultural Industries (Agribusiness & Economics) from the University of Illinois at Urbana-Champaign.
Retired by disability former surgeon, former owner, managing broker of a boutique brokerage firm, NFA-registered commodities trading supervisor, former Registered Investment Adviser (Evolution Funds LLP), former owner, managing director, CEO of hedge fund and currently an individual trader and investor who hopes, now that he is not spread so thin with all of the above while maintaining a full time sub-specialty surgical practice during all of the aforementioned time (over a 25 year period), to actually take money out of the market instead of donating it to the market every year in order to generate write-offs and feed his passion. In the course of the aforementioned, I obtained a series 7,24,3,31,63 and 65 licenses as well as became a Registered Investment Adviser.
I have by carefully reading Seeking Alpha every day and putting positions on with what makes sense had my first "big score" since subscribing and think that the writers, bloggers, editors, and a few raconteurs at this website " walk on water".
Mark's mutual fund is launching December 15, 2011.
He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund.
His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639).
With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
It’s a shame, really, that much of what is offered here – at no charge – is not taught in the public schools. Why is it that you can graduate in the top of your high school class and know next to nothing about credit card debt, adjustable-rate mortgages, or 401(k)s?
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Disclaimer: Money Morning and Stansberry & Associates Investment Research are separate companies, and entirely distinct. Their only common thread is a shared parent company, Agora Inc. Agora Inc. was named in the suit by the SEC and was exonerated by the court, and thus dropped from the case. Stansberry & Associates was found civilly liable for a matter that dealt with one writer’s report on a company. The action was not a criminal matter. The case is still on appeal, and no final decision has been made.
We are just a couple of accountants (a/k/a numbers guys) with a passion for sharing our views on stocks, financial news, business and real estate. Having the experience of being executive level officers for several public and private companies, we tend to analyze things in a different way than most journalists, career analysts and professional investors.
We are both very active stock and option traders and use a combination of both fundamental and technical analysis in our trading decisions. With an expertise in the real estate industry, we tend to gravitate our focus on real estate related stocks, specifically homebuilders and building products.