Financial markets have fascinated me since childhood. I strive to combine my education in biology, math and history with common sense to find winning trades.
To identify good investments and the right time to enter/exit them, I draw on all financial disciplines that could be helpful. The following is a non-exhaustive list that inform my decisions: Finances of a company, market condition, who owns it, what insiders are doing, analysis of trading behavior, option positions, short interest, public perception, social media, retail involvement, deep valuation of assets and patents, debts and obligations etc.
Btw, my screen name refers to the popular MODIS satellite package in polar orbit around earth. It's mission is to daily photograph the entire planet in several optical bands. This data that is then made available to researchers like biologists, which is how I know about it. It is my inspiration to try see things as they really are.
MODIS also reminds me of my favorite quote from Mr. Buffett: "It's easier to make up a lost opportunity, than to recover from a loss." The instrument moves on, seeing new things; it doesn't get stuck. Capital is a precious resource, so every trade deserves to be as perfect as you can make it.
I used to run a limited partnership, boutique hedge fund in the 90s. Retired in 2000 and moved from New York City to Toronto, Canada, got married, raised a family and basically settled down. After a few years in Toronto, my wife got tired of the city’s 8 months of cold weather and insisted that we move to a city where there are 8 months of warm and balmy weather. So we settled on San Diego, CA and moved here in 2005 and now call this lovely city with the most perfect weather, home. After moving to Sun Diego, I decided to come out of retirement and start an Internet company that helps non-profits, especially school PTAs, raise money. After a somewhat long development period, my start-up, called donornation.org, went live this month (December 2012)! The response so far has been quite encouraging and I intend to take the company from its current, local San Diego focus, to nationwide, hopefully in the next 2 years. Feel free to check it out and let me know what you think…any feedback and suggestions to help improve the site is always welcome. Being that my day job is running a tech start-up, I don’t have the time to be an active trader…However, being an avid market watcher and investor, I started this blog to maintain a public record of my views on the economy, the markets and my stock picks. My space here has given me the opportunity to share my analysis, good, bad and the ugly, with everyone. It has also allowed me to keep a running scorecard on how effective my investment ideas have been. About a year ago, just after my Options2Wealth blog's public portfolio recorded 10,000%+ return in less than 6 months, I received an offer to write a book based on my blog's accomplishment by one of the most respected literary agents in the United States. This was a totally unintended and unexpected result of my original motivation which was to simply help demystify derivatives (options) and show how just about anyone, armed with the ability to read stock charts, can take advantage of the most powerful wealth building tool legally available to us all. Based on the fact that some of my readers were able to mimic my moves and achieve returns of as much as 4,000%+ tells me that my blog has succeeded in its raison d'être. Finally, I shall be remiss if I did not acknowledge the many public and private comments / messages that I have received, and continue to receive, from my readers here. I want to take this opportunity to let you know that I'm extremely grateful, and humbled, to all those who have taken the time to share your comments, kind thoughts and warm wishes with me...Should you not receive a reply, please do not take my lack of responsiveness as a sign of hubris...Due to my various interests and activities and the fact that I spend a considerable amount of time traveling, my free time is extremely limited and if I have not responded to your message, please accept my sincere apologies... Best of Luck to All! karim pirani
Dr. El-Erian is Chief Economic Advisor at Allianz and member of its International Executive Committee. He chairs President Obama's Global Development Council, is a Financial Times Contributing Editor, a Bloomberg View columnist and author of the NYT/WSJ best seller "When Markets Collide."
Dr. El-Erian formerly served as CEO and co-CIO of PIMCO, the global investment management company. He re-joined PIMCO at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts.
Dr. El-Erian also served as a member of the faculty of Harvard Business School. He first joined PIMCO in 1999 and was a senior member of PIMCO's portfolio management and investment strategy group.
Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C.
Dr. El-Erian has published widely on international economic and finance topics. His book, "When Markets Collide," won the Financial Times/Goldman Sachs 2008 Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for 2009, 2010, 2011 and 2012.
Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics and the IMF's Committee of Eminent Persons. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, and Cambridge in America. He chairs the Microsoft Investment Advisory Board.
He holds a master's degree and doctorate (economics) from Oxford and received his bachelor and master degrees from Cambridge. He is an Honorary Fellow of Queens' College, Cambridge University.
I am a graduate student in biostatistics at Emory University in Atlanta, GA, and an individual investor. While my investments are mostly in low-cost index funds, I enjoy analyzing stock market trends and trying to find ways to beat the market.
Right now I'm convinced that the best way to beat the market is to pair a leveraged S&P 500 ETF (e.g. UPRO) with a total bond fund (e.g. BND). With one-third allocated to UPRO and two-thirds to BND, you get a portfolio with beta approximately 1 (depending on the current correlation between stocks and bonds) and alpha two-thirds that of BND's alpha. The result is a portfolio that sort of mimics SPY, but with an extra couple percentage points added on each year.
I favor computational investment methods over traditional fundamental or technical analysis, which require subjective analysis of earnings reports and visual assessments of price charts, respectively.
Kevin is the CEO and founder of Blue Water Capital Advisors. He is involved in all aspects of the business, including portfolio management, financial advisory services, team management and business development, and he is Chairman of the Investment Committee. Kevin is an experienced speaker and is available (under certain conditions) by request.
Kevin brings a unique perspective to wealth and risk management that is very intuitive and measured. Clients are confident in his abilities and trust that their assets are managed by the best in the business. Although he has been a leader within the regional wealth management industry for the majority of the last two decades, it is not his first career. He was a petroleum geologist and academic research scientist for 17 years in his first career. Kevin’s keen sense of risk-reward dynamics was developed during his geological career when he served as an exploration team leader and senior manager in the oil and gas exploration business. He drilled over 100 wells on his own geological interpretations and found millions of barrels of oil. This was a very high risk kind of business, and Kevin learned a great deal about how risk really works from his experiences in exploration geology.
He was also a professor at The University of New Hampshire and Bryn Mawr College for several years and has published 11 papers in international scientific journals and books. Highlights of Kevin’s geological career include surviving a violent well blowout, working as a consultant to Phillips Petroleum, Texaco, Exxon, and numerous independent firms, acting as a Principal Investigator on a dinosaur dig in Montana, diving Australia’s Great Barrier Reef, teaching and advising students, receiving numerous research awards and grants, and conducting funded scientific research on sedimentology, paleoceanography, paleoclimatology, geochemistry, and global plate tectonics.
Kevin left his geology career when the global oil price collapse finally caught up to him in 1992. He went into the financial advising industry because his father had been a nationally-ranked leader in that field with a major national firm, so he felt comfortable with making the transition. Over the years he was awarded the Chartered Financial Consultant (ChFC) designation and has completed about half of the coursework for a Master’s degree in Financial Services. Kevin served as a Trust Officer and Vice President for a major Midwestern regional bank for seven years, and served as a Senior Vice President at National Bank of Commerce in Duluth for four years. He was a member and board member of the Arrowhead Estate Planning Council for a number of years. He has a refined sense of the big economic picture that is grounded in his ability to differentiate meaningful information from “noise,” as he once did while working in science and petroleum geology. Kevin is the principal shareholder of Blue Water Capital Advisors, LLC.
Day trader whose strategy is based on arbitrages in preferred stocks and closed end funds.My group consists of 10 traders.We trade every single preferred stock or closed end fund that provides an arbitrage opportunity. Our research includes stocks that most of the people have not even heard. We have developed our own statistical tools that make most of our arbitrages statistically proven. As a trader I don't just analyse , I trade my analysis and pay the price when I am wrong.That is the main reason I respect opinions only when backed by taking the risk of being wrong.Words or opinions mean nothing in this business and the only person who is right about a certain situation is the one who makes money out of it.
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who got rich analyzing individual securities, and this is where you should put your focus. You can get an edge in individual securities. Joe Springer was the number 1 ranked stock analyst in the world by tipranks.com, and on most days is still ranked in the top 5%. Joe is a Certified Technical Trainer, and enjoys teaching about the stock market as well as managing portfolios. If you would like to follow Joe on Twitter, his handle is @JoeSpringer.
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
Theodore J. Cohen, Ph.D., a research scientist, has been an investor for more than 50 years. Since 1980, he has focused his attention on investment research and investigative analyses of companies developing therapeutic drugs in the biotech sector. Dr. Cohen is a frequent contributor of Guest Opinions (op-ed pieces) to the Bucks County (PA) Courier Times (circulation: 80,000), where, since 2007, he has addressed such varied subjects as the conflicts of interest (COIs) associated with two members of the Provenge advisory committee (AC); the U.S. Senate’s Durbin Amendment, to tighten COI reviews of FDA AC members; and naked short selling. Cohen is the author of the award-winning novels Death by Wall Street: Rampage of the Bulls (AuthorHouse, 2010) and House of Cards: Dead Men Tell No Tales (Outskirts Press, 2011), which were inspired by real events. The books are available from Amazon.com, B&N, and 26,000 online bookstores worldwide. For details, see http://www.theodore-cohen-novels.com.