Come watch our Introduction video on homepage: http://www.etfreplay.com/ Career experiences of founders: buyside portfolio manager, investment banking, institutional & high net worth asset management, website construction & professional trading. We have no affiliation with any financial institution. For an independent product review from Stocks & Commodities magazine, copy the entire link below and paste into your browser: http://www.traders.com/index.php?option=com_content&view=article&id=853:2012-11-16-etfreplay&catid=40:free-articles&Itemid=150 -------------------------------------------------------------------------------------------------------------------- www.twitter.com/etfreplay
Silicon Valley Insights provides investing suggestions in high quality, high growth equities with four decades of experience in both investing and growth company management. We have continuously covered the PC industry since its beginning from the time of the Apple IPO. And the internet sector since its beginning and the currently important smartphone, tablet, cloud computing and Big Data sectors from their beginnings. The entire technology industry is covered with one team of investment professionals so that only the best investment recommendations from the sector are provided.
Daniel Morillo, PhD, Managing Director, is the Global Head of Investment Research for iShares. Dr. Morillo's service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he served in a variety of senior research and portfolio management roles including, Head of Global Equities within the Scientific Active Equity group.
Prior to joining BGI, Dr. Morillo served as a Senior Research Manager at PanAgora Asset Management for three years, where he developed US Equity risk and alpha models. Dr. Morillo earned a BS degree in economics from Universidad San Fran de Quito in 1995, a MS degree in statistics from the University of Illinois in 1998, and a PhD in econometrics from the University of Illinois in 2000.
Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
Matthew Tucker, CFA, Managing Director, is Head of the iShares Fixed Income Strategy team. He leads the product strategy effort for exchange-traded funds, and leads the platform's efforts in North and Latin America iShares. His team focuses on developing new fixed income iShares strategies, partnering with the iShares team on product delivery, and supporting iShares client sales. Matt is an associate of BlackRock Investments, LLC. BlackRock, Inc. and its affiliates are not affiliated with Seeking Alpha.
Matt's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he led the US Fixed Income Investment Solutions team, where he was responsible for overseeing product strategy for active, index, enhanced index, iShares (ETF) and long/short products. Previously, he was a portfolio manager and trader in fixed income focused on US government securities. Matt was part of the team that developed and launched the first fixed income ETF in 2002, and worked as the lead portfolio manager for fixed income iShares. He began his career at Barra, where he supported clients in the use of Barra's fixed-income analytics. Matt earned a BS degree in business administration from the University of California at Berkeley in 1994 and is a CFA Charter Holder. He is a frequent contributor to a number of financial publications and has written extensively on fixed income ETF markets and dynamics.
Dr. Feldman is the founder of Behavioral Finance Investment Advisors. Dr. Feldman is also an associate professor of finance at San Francisco State University. Dr. Feldman has published scholarly journals in the area of behavioral finance and agent-based modeling in various leading finance and economic journals.
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.
Noel Archard, CFA is a Managing Director and Head of Product for North America iShares. He currently heads the iShares product function in the US, which is responsible for product research and development, product management, the management of iShares in capital markets and product services and analytics. Noel joined iShares in 2006, then part of Barclays Global Investors (BGI), which merged with BlackRock in December 2009. Noel is an associate of BlackRock Investments, LLC. BlackRock, Inc. and its affiliates are not affiliated with Seeking Alpha.
He spent over 10 years at The Vanguard Group, first working with their brokerage service unit and then moving into their Exchange Traded Funds group. Noel has a BS degree from Northwestern University and is a Chartered Financial Analyst charterholder (CFA). He is a member of the Financial Analysts of Philadelphia and the CFA Institute, and holds Series 7, 24, 63 and 65 securities licenses.
James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.
Visit: The Capital Spectator (www.capitalspectator.com)
Accuvest Global Advisors is located in California and serves as an investment advisor to high-net-worth families, foundations, endowments and pension plans, as well as a sub-advisor to financial institutions. Accuvest manages global equity, global asset allocation (CST®), global tactical and liquid alternatives portfolios for a diverse, global client base. Accuvest believes that a global portfolio is a better portfolio.
Contributors for the Accuvest Global Advisors Seeking Alpha profile include David Garff (President and CIO), Brad Jensen (Managing Director), David Allen (Senior Portfolio Manager), and James Calhoun (Portfolio Manager/Research Analyst).
Kevin Feldman, CFP® is an investment professional with 20 years experience in asset management. He was most recently Managing Director in the iShares® unit of BlackRock, the world's largest asset manager where he had responsibility for iShares marketing, analytics and education efforts.
Prior to BlackRock, Kevin held senior roles at Vanguard and Charles Schwab.
Kevin earned a BA degree from the University of California, Los Angeles and an MPA degree from Harvard University.
Colin Peterson is a management consultant with experience in a variety of industries including real estate development and investment. Mr. Peterson writes Credit Bubble Stocks, where his analysis focuses on finding and selling shares of overvalued companies whose collapse may be imminent.
Visit his site: Credit Bubble Stocks (www.creditbubblestocks.com)
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).
Erick, Co-Editor of TechCrunch (www.techcrunch.com), has been covering startups and technology news for 14 years. At Business 2.0 he wrote feature stories and ran their main blog, Next Net, which has nearly 50,000 RSS subscribers. He also does a lot of video work and hosts regular panels of industry luminaries called Disruptor Round Tables. Prior to Business 2.0, Erick was an editor-at-large for eCompany and a contributing editor for Fortune. In 1999, Schonfeld won the prize for best information technology submission at London’s Business Journalist of the Year Awards, and in 2001 he won the prize for best space submission at the Aerospace Journalist of the Year Awards in Paris. In 1996 and 1997, Schonfeld was recognized in the TJFR Business News Reporter’s list of the “best and brightest financial journalists under the age of 30.” He appears regularly on CNBC, CNN, and NY1, and is a frequent speaker at industry conferences. Schonfeld graduated magna cum laude from Cornell University in 1993.
CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow.
SoundView conducts research and analysis on emerging technologies and companies for investors. The director of research, Kris Tuttle, has over 32 years of hands-on work in technology, business and markets. Early in his career Kris was an AI researcher at Carnegie Mellon University and spent 8 years with IBM developing and implementing new "bleeding edge" technologies in multiple industries.
Later he obtained an MBA in finance and moved into institutional sales at UBS and then equity research at SoundView Technology Group where he eventually came to run research there before being acquired by Charles Schwab in 2003. While at SoundView his name was closely associated with companies like Atria Software, Rational Software, BEA Systems, Business Objects, and Netscape and he was recognized by institutional investors as the "most informed, independent and money-making analyst in the market."
Kris founded his own firm in April of 2005 and acquired the SoundView trademarks in 2011 under which the the firm now operates. Parts of the predecessor brand "Research 2.0" are still found online.
Russ Koesterich, CFA, JD, Managing Director and head of Asset Allocation, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Koesterich was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business. Previously, he served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
Michael (Mike) J. Carr, CMT, is a market strategist delivering specific and actionable trading ideas at MoneyNews.com. He has written extensively about the financial markets for fifteen years. Mike has been the editor of the Market Technicians Association (MTA) monthly newsletter, Technically Speaking, since 2003 and was the associate editor of the MTA's scholarly publication, Journal of Technical Analysis. His work has been published in major industry magazines including Stocks, Futures, and Options (SFO), Futures, Technical Analysis of Stocks and Commodities, and Traders. Mike has also written for a number of web sites, including Working Money, Traders.com Online, and Moneynews.com. He is the author of two books, including Smarter Investing in Any Economy: The Definitive Guide to Relative Strength Investing. Prior to devoting his time to writing. Mike managed more than $200 million in assets and oversaw two mutual funds..
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
Dr. Henry Ma, CFA, is the President and Chief Investment Officer of Julex Capital Management, a quantitative investment firm specializing tactical asset allocation strategies using a unique adaptive investment approach. The firm offers a variety of tactical/unconstrained strategies aiming to manage the downside risk while maximizing the upside potentials. Previously, Dr. Ma spent two decades as a hedge fund manager, a director of research, a trader and a risk manager in various renowned asset management organizations. He earned his Ph.D. in Economics from Boston University and a Master's and a Bachelor's degree in economics from Beijing University in China. He is a frequent industry speaker on topics such as quantitative investing and risk management. DISCLAIMER: The materials on this blog are for the purpose of sharing opinions only. You should speak to your own financial advisor before making any investment decisions. Mr. Ma is not responsible for any actions you take upon reading his articles and opinions.
Brad Case, Ph.D., CAIA is Vice President, Research & Industry Information for NAREIT, the National Association of Real Estate Investment Trusts (www.reit.com). Dr. Case has been researching commercial and residential real estate markets for more than 21 years and has published articles in top-quality academic journals as well as investment and industry publications such as Research magazine, Registered Rep, On Wall Street, Benefits & Compensation Digest, BNA Real Estate Law & Industry Report, and REIT: Real Estate Investment Today. Prior to joining NAREIT he served as an economist on the staff of the Federal Reserve Board in Washington, where he developed proposals to strengthen regulation of mortgage lending and credit risk.
Dr. Case earned degrees from Williams College, the University of California at Berkeley, and Yale University, where he worked with Bob Shiller. He has completed Levels 1 and 2 of the Chartered Financial Analyst (CFA) examination process and is registered for Level 3 in June 2011.
Dr. Mark J. Perry is a full professor of economics at the Flint campus of The University of Michigan, where he has taught undergraduate and graduate courses in economics and finance since 1996. Starting in the fall of 2009, Perry has also held a joint appointment as a scholar at The American Enterprise Institute. Perry holds two graduate degrees in economics (M.A. and Ph.D.) from George Mason University and in addition, and has an MBA degree in finance from The University of Minnesota. In addition to an active scholarly research agenda, Perry enjoys writing op-eds for a general audience on current economic issues and his opinion pieces have appeared in most major newspapers around the country, including USA Today, Wall Street Journal, Washington Post, Investor’s Business Daily, The Hill, Washington Examiner, Dallas Morning News, Sacramento Bee, Saint Paul Pioneer Press, Miami Herald, Pittsburgh Tribune-Review, Detroit News, Detroit Free Press and many others. Mark Perry has been best known in recent years as the creator and editor of one of the nation’s most popular economics blogs, Carpe Diem. Professor Perry has written on a daily basis since the fall of 2006 to share his thoughts, opinions and expertise on economic issues, with a strong emphasis on displaying economic data in a visually appealing way using graphs, charts and tables.
I have been a stockbroker, investment banker and even a fund manager for the last 25 odd years in New York, Hong Kong, Shanghai, Taipei and now currently in Australia.
Having seen some tremendous bull runs (Asia in the 80's and 90's, the internet bubble...) and some spectacular crack-ups (too many to list here), I have developed a keen personal interest in looking for indicators. datapoints and the stories that drive the markets and the fund flows between the different asset classes.
Rom Badilla, CFA, is an avid bond trader and former Senior Fixed Income Portfolio Manager with the State Board of Administration of Florida. He had a front row seat to the building up of the real estate and securitizations market bubble and foresaw the subsequent financial crisis. Rom hopes that history does not repeat itself and believes that by empowering investors with knowledge and insight, the global economy can avoid another mishap that derailed many years of economic and social progress.
Rom has more than 17 years of experience in the capital markets and in the investment management industry, specifically in Market Strategy, Portfolio Management, and Bond Trading.
Rom is a member of both the CFA Society of Chicago and the CFA Institute. He is dedicated to evaluating day-to-day and long term market conditions and breaking them down into insightful and thoughtful analysis.
Join Rom every day for market analysis and future trends on the Street.
Tom, a native of Berwyn, IL, has been interested in stocks, bonds and real estate for over forty years. A classically-trained woodwind musician and retired High School Principal, he holds two master's degrees and blogs.
Mr. Smicklas values a conservative, diversified approach towards investing utilizing varied income streams, always sensitive to of the march of political and economic trends worldwide.
Tom knows that in the investment world there is no substitute for experience, with failure as well as success.
Clive Corcoran has been an independent trader, on both sides of the Atlantic, for more than 20 years. In recent years he has been engaged as a course developer and tutor, providing international executive education workshops and individual mentoring. He is also an FSA registered adviser and provides wealth management services and investment advice to private clients.
As an author he has written Long/Short Market Dynamics: Trading Strategies for Today’s Markets (Wiley, 2007) and several titles for the Chartered Institute for Securities and Investment (CISI). A new book entitled Systemic Liquidity Risk and Bipolar Markets is scheduled for publication by Wiley Finance in December 2012
He has been a regular analyst/contributor to CNBC Europe and other broadcast outlets, runs executive education workshops in conjunction with Euromoney, ICMA and Thomson Reuters, and has been a featured speaker at international trading and investment expos.
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
Following 23 years with JPMorgan, Simon Lack founded SL Advisors, LLC, in 2009. Prior to that, Simon was CEO and founder of the JPMorgan Incubator Funds, two private equity vehicles that took economic stakes in emerging hedge fund managers. From the late 1980s through 1999 through several bank mergers Simon ran Fixed Income Derivatives and Forward FX trading for JPMorgan and predecessor institutions, ultimately overseeing 50 professionals and $300 million in annual revenues. Simon also sat on JPMorgan’s investment committee allocating over $1 billion to hedge fund managers. He is the author of two books: The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True, published in 2011 to widespread praise from mainstream financial press including The Economist, Financial Times and Wall Street Journal; Bonds Are Not Forever; The Crisis Facing Fixed Income Investors (August 2013). Simon makes regular appearances on cable TV business shows discussing hedge funds and investing.
Greg Skidmore is the Founder, President, and Chief Investment Officer of Belpointe Asset Management. In 1997, Greg began training for the Olympics in sailing. He ultimately became the top ranked American in the world in the Finn Class and a member of the US Sailing Team.
After his Olympic endeavors, Greg joined his father at Advest, Inc (regional brokerage firm) in New York City. He spent time there in Equity Research and Institutional Sales, developing a foundation for analyzing investments.
Following his career at Advest, he joined Smith Barney as a Financial Advisor in their Private Client division. He quickly moved up the ranks, joining one of the premier private wealth management teams within Citigroup, the parent company of Smith Barney.
Greg graduated from Connecticut College in 1999 with a BA in Economics and History. He recently completed the SACRS UC Berkeley Haas School of Finance Public Pension Investment Management Program of 2007. He has passed the series 7, 63 and 65 securities exams.
Doug Short is first-wave boomer with a lifelong interest in markets and the economy. His professional career had been a satisfying split between academia (English Professor at North Carolina State University) and Information technology (IBM and GSK).
Doug retired in 2006 to devote himself full-time to his dshort.com financial website. The domain has now been acquired by Advisor Perspectives, and Doug has been appointed the Vice President of Research.
Doug is especially interested in the economy, long-term market trends and behavioral finance.
Andy Harless is an economist specializing in macroeconomics, with particular interests in labor and finance. Since finishing his doctorate at Harvard University in 1994, he has been involved in a number of projects related to economics, including writing econometric software, developing quantitative methods to forecast US Treasury yields, and co-authoring The Indebted Society with James Medoff. He also has experience trading several types of financial futures. His occasional writing has appeared in various publications such as Barron’s and Grant’s Interest Rate Observer. Currently he is Chief Economist at Atlantic Asset Management (http://www.atlanticasset.com/). Opinions expressed in his articles (as well as any errors or omissions) are entirely his own and do not necessarily reflect those of Atlantic Asset Management or its officers.
Visit his blog: Employment, Interest and Money (http://blog.andyharless.com)
Charles Rotblut, CFA is the editor of the AAII Journal, the flagship publication of The American Association of Individual Investors (AAII). Charles provides both insight about individual investor sentiment and market analysis. He is also the author of "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio" (W&A Publishing/Trader's Press).