Mr. Batson thinks the most important fundamental that ought to be considered when analyzing liquid assets is the necessary multidecadal trade-off in outperformance between stocks and commodities. This is a natural part of the business cycle that allows supplies of raw materials to be increased in response to the rising demand created by the economic expansions facilitated by epochal stock bull markets. Mr. Batson is currently seeking new clients who fit the definition of "Qualified Eligible Persons." If you would like to discuss the markets with a trader who has consciously chosen to place himself outside the mainstream of investment thinking for the past decade, please contact Mr. Batson at firstname.lastname@example.org David Batson, CTA is engaged in advising clients on approximately 37 globally-traded futures contracts. While the adviser has a primary focus on the precious metals markets, he may advise positions in any market including the energies, grains, meats, softs, financials and fixed income. David Batson is the owner and sole adviser of David Batson, CTA (Commodities Trading Adviser) and has been trading professionally since 1999. Beginning with his owns accounts in stocks, Mr. Batson managed to be completely out of equities by 2000 and short by 2001. Not wishing to be trading solely in a bear market in stocks, Mr Batson turned his focus towards commodities, understanding that it was time for an epochal (generational) bull market in raw materials and in gold in particular. Mr. Batson began the process of registering as a Commodities Futures Broker with the National Futures Association (NFA) in 2002, initially going to work with Empire Futures based in Los Angeles, California. Upon obtaining his Series-3 license Mr. Batson then worked at various brokerages in Seattle, Chicago and Dallas, notably with CMB Trade Group based in Dallas, Texas. Mr. Batson first registered his license with CMB in 2005 and had clearing arrangements until 2012. Mr Batson first registered as a Commodities Trading Adviser in 2012.
Jason has been writing financial research articles since 2011. He started his career in the financial services world dealing with retirement planning for individuals and small businesses. Later, he would spend several years in the CDO market.
Just a lone investor trying to navigate the markets in a semi intelligent manner through self education and applied research in order to be able to retire at some point. I wish congress had term limits and feel that if both congress and all government employees were subject to the same retirement and healthcare plans as the rest of us, they might finally get fixed, I believe the uptick rule was a good thing and that split second computerized trading programs should be banned.
I love quirky but well engineered products like Volvos and I own a "vintage" V70R.
I am a software engineer for hire. It has been my trade since my first gig ca. 1985, and as a full-time employee and as a consultant during and since my C.S. degree. This profession requires continuous and independent learning to keep up with the fresh college graduates.
I am a financial engineer of necessity, should I hope to ever become financially independent. I apply the same learning approach to economic and financial matters that I use to keep up my employment-related knowledge and skills.
I read everything. Company reports, Fed publications, financial times, scientific journals, economic papers, the wsj, mother earth news, and much more covering agriculture, automotive, aviation, botany, chemistry, construction, economics, electronics, firearms, geology, hvac, history, irrigation, law, medicine, physics, plumbing, wiring, yeast, and a bunch more are on the bookshelf and nightstand just behind my right shoulder. My short-term goal is to know about everything, with more about what I need or want to learn at present. My long-term goal is to know everything about everything.
While history may not repeat exactly the same, I believe it does rhyme. Thus the importance of Cicero's, "Not to know what happened before one was born is always to be a child."
History has led me to invest in companies with a history of growing their dividend. Capital gains are only useful once you turn them into cash flow. History shows you get better results if you skip the conversion. So I invest for cash flow, not for capital gains.
Thru my study of science, history, economics and sociology, I've found the Austrian school of economics to have the most valid explanations of why it happened, how it happened, and what will happen. Because of that I know that silver and gold are money, and so part of my portfolio has long been in Ag and Au for diversification, and part for insurance against history rhyming as pointed out by Mises:
There is no means of avoiding the final collapse of a boom brought about by credit expansion. The alternative is only whether the crisis should come sooner as a result of the voluntary abandonment of further credit expansion, or later as a final and total catastrophe of the currency system involved. --Ludwig von Mises
I don't see any sign of "the voluntary abandonment of further credit expansion."
For those who think everyone but them thinks like lemmings: I do not watch fox news or cnn or msnbc or TV. I listen to the radio 0.75-1.0 hours per day while I commute. Over 90% of that time the station tuned is rock -- alternative, classic, hard, ... but sometimes country. Less than 10% of the time is split between country and a local ABC affiliate for local news and traffic. I'll sometimes listen to time-shifted recordings of financial-related talk shows while working. For entertainment/variety sometimes while working and while I fall asleep I listen to time-shifted recordings of Coast to Coast AM which have the ads removed, typically 4-6 weeks after they air. ("time-shifted" so I can skip the annoying segments be they callers or guests.) I also like to watch the children or the cows or the cat or the birds or the deer or the fox. (The chickens are gone. Gave the last two away as the fox was getting far too bold.)
I spent my youth growing up on a farm in western North Dakota and graduated from NDSU. After graduation, I entered the USAF through ROTC and spent 20 years in the Air Force, mostly as a meteorologist. I graduated from the US Naval Post Graduate School with a M.S. in Meteorology. I also am a CFP, but do not work in the industry. I am an investor and trader -- lots of similarities between trading markets and meteorology. You are trying to determine the future.
Former ML broker but I hated the cold-calling. Carroll School MBA. Have started and built multiple successful businesses, and my current endeavor may take me to retirement - it allows me to "work to live", rather than the reverse. I believe in diversification - equities, fixed income, real estate, precious metals, art & antiquities, liquid cash. I'm just here to learn - any day in which I don't learn something new is a day that I let get past me. I'd like to someday complete a full set of Chinese gold pandas, all years and denominations (hence my profile photo), but they're harder to acquire than most people realize. I'm open minded, but I also have a good nose for BS and there's a shedload of it here on SA. If you spew it I will call you on it, and I expect full reciprocation where deserved.