Macro Investor | Mid/Long Term Horizon | US Equities, Commodities and Fixed Income | English, Dutch & German | Main Goal: Deliver the 1% of Global Data Needed To Make Money | Education | Ask Me Anything: firstname.lastname@example.org |
What to expect from my articles: I write mainly about my basic set of economic indicators that give a solid outlook about the economy. I then discuss trades that fit to the mid/long term outlook.
I am a young investor who is doing more with my money in investments than those of my generation.
Education and Investment Background
I have a Bachelors of Science in Computer & Electrical Engineering. I follow technology related companies as well as blue chip industrials and consumer products. I enjoy writing about technology companies, especially ones that I use and consume. Knowing the technical side of the products helps in my analysis of what the product impact is to consumers and the markets they reach. I'm interested in growth stocks but still have a portfolio of dividend growth companies to balance out risk.
I work for a technology contracting company doing configuration management. This entails automating workflows and delivery of developed code using change control and version control software. The sector of my work is governmental and deals with the department of health.
I previously worked in the IT field of the healthcare industry for a major teaching hospital and practice group. I worked mostly with integration engines for use with hundreds of systems as well as end user application access and security including single sign-on.
A Little About Me...
I enjoy a variety of hobbies including playing drums and building race cars made for the ice and asphalt. I raced nationally in college for Baja SAE and continue to build cars and race on a regional level both on road courses and frozen lakes.
Ian’s Insider Corner research focuses primarily on long-term dividend-paying companies with stable and reliable growth, stocks suitable for individual retirement accounts. Ian also looks for “niche” shorter-term trading opportunities, and coverage. During the 3-years Ian worked at Kerrisdale Capital, the New York-based activist hedge fund had great success exposing fraudulent companies. Kerrisdale Capital returned almost 200% in 2011, and more than 300% in total. Ian Bezek offers in-depth coverage of all the stocks in his “IMF” portfolio.
Topdown Charts is a chart-driven macro research house covering global asset allocation and economics. The flagship institutional offering is the Weekly Macro Themes - a vital source of macro insights and multi-asset investment ideas for portfolio managers. Message us or visit the website to receive a trial subscription.
Policy and markets in Latin America.
LATAM PM is a group of independent analysts scattered across the region. We specialize in LatAm ETFs and macro trades. We publish a weekly heatmap on Latin American ADRs and notes on selected macro, political, and corporate events across the region. Follow us for updates.
I consider global themes when making investment decisions. My background is in Emerging Markets and I use quantitative and analytical methods extensively to support my work. Singapore is currently home.