Ian Fletcher is Chief Economist of the Coalition for a Prosperous America, a nationwide grass-roots organization dedicated to fixing America’s trade policies and comprising representatives from business, agriculture, and labor. He was previously Research Fellow at the U.S. Business and Industry Council, a Washington think tank founded in 1933 and before that, an economist in private practice serving mainly hedge funds and private equity firms. Educated at Columbia University and the University of Chicago, he lives in San Francisco.
I can discuss: investing (current full-time occupation); computer science (BS in '76); layman's physics and chemistry (from researching high-tech investments); software systems architecture and database design (30+ years); common mental mistakes (a la Charlie Munger); radio (ham since 1971, sub-hobby contest-station design); and a bit about road biking (it's how I keep fit).
Staying in the game via business opportunities, investments and trading -- investments comprised largely of mutual funds managed via tactical asset allocation by RIA; trading activity largely focused on stocks, ETFs and futures.
Long stock investor, holding period at least 5 years.
Look to take positions on large caps that are priced below historical levels.
Also look to buy into world class companies that fall on some bad news/events, e.g. Toyota, BP
Upon receiving my Masters degree in Music from Connecticut's Hartt School of Music, I took a job at a local Friendly's serving ice cream, where I perfected the disgruntled, comatose look, as seen in the photo at left. As a first-time participant in the American economy by way of fast-food, I noted the vileness and squalor into which our country was plummeting.
Now, as an SA commentator, I look forward to multiplying my earnings, once I get some, and settling down as a prime member of society, living out my remaining years in the luxury every red-blooded American deserves.
I currently live in a barn with my saxophones, watching America decline around me.
2011 Real Returns (adjusted for inflation, realized gains):
2010 Real Returns (adjusted for inflation, realized gains):
I only started active investing after the 2009 debacle when my managed retirement funds came no where near close to tracking the run-up from the 2008 crisis. I realized then that the finance gods have no idea what they are doing and only look out for themselves.
After intense self study and consultation with other successful investors I have started managing my money.
I have learned that there is no such thing as being "fully hedged" and that this economic environment is full of opportunties if you look carefully.
After getting into the market more closely I have witnessed the full-court press of sales-side pumpers/dumpers and other unsavory characters and find the financial world full of cock-roaches, rats, and snakes.
"If someone can't provide a truly fundamental and compelling reason to buy an investment then stay away from it." (that is my philosophy).
Engineer by trade. Computer Science, Philosophy, and Economics in my educational background. I own a small software company that creates enterprise mobility solutions for Fortune 500 companies (i.e. iPhone apps).
I am in my 40s. Into weight lifting, running, rock climbing, hiking, and driving fast (well maybe not so much on the driving these days).
Looking for ideas on Trading, Finance, and Economics. Please feel free to share your ideas or suggestions. I am not a professional but I sure like following the markets.