Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
Hello! Welcome to our corner of the internet. Here at Alerian, we love MLPs and energy infrastructure. As an indexing company, we exclusively follow these asset classes all day, every day. They are our bread and butter, our peanut butter and jelly, our ham and eggs. We’re kind of dorks about it.
Here’s what to expect:
As an indexing firm, you can expect objectivity. As employees, we are prohibited from owning individual MLPs; any skin we have in the game is related to the asset class itself.
You can expect transparency. We think that’s one of the only ways to run an index with integrity. We are also citizens of the modern world and value transparency over secrecy. Primarily, though, we’re interested in giving you the tools to make your own decisions. We trust that you’re smart and willing to put in some work to understand MLPs and energy infrastructure. Whenever possible, we’ll walk you through the process and spell out the facts we used to draw our conclusions, so that you are free to draw different ones.
We’re stat nerds, too. So you can expect us to wax poetic about data. We’re no longer embarrassed about all those years in math club. In fact, those years of being decidedly uncool have helped us explain the things we love about statistics in ways everyone can understand.
You won’t find stock tips here. We’ll talk about interesting developments and trends in energy, let you know how MLPs are exposed, and acknowledge the risks. In the end, your decisions are yours.
You won’t find breaking news here. Instead, we’ll focus more on long-form journalism—the kind of writing that takes time to research and analyze. We’ll talk to industry experts, see what they have to say, and pass that along to you. We’ll attend analyst days, read 100-page government reports, track any relevant bills in Congress, build models, and draw diagrams. Whatever we find fascinating, intriguing, challenging, or just plain amusing, we’ll pass that along, too.
Ask us questions. Our contributors have dramatically varied backgrounds and passions: engineering, physics, international studies, and communications undergraduate degrees along with some postgraduate alphabet soup (CFA, CPA, MPA, and MSA). We like to come at it from all angles.
At the end of the day, everything we do here will be driven by our vision: to equip investors to make informed decisions about MLPs and energy infrastructure. That’s it. That’s all. That’s everything.
Alerian equips investors to make informed decisions about Master Limited Partnerships (MLPs) and energy infrastructure. Its benchmarks, including the flagship Alerian MLP Index (AMZ), are widely used by industry executives, investment professionals, research analysts, and national media to analyze relative performance. Over $14 billion is directly tied to the Alerian Index Series through exchange-traded products, delta one notes, and separately managed accounts. For more information, including index values, yields, constituents, and announcements regarding rebalancings, please visit www.alerian.com.
AdvisorShares is a leading provider of actively managed exchanged-traded funds (ETFs), offering a diversified and transparent suite of core and alternative strategies. AdvisorShares provides educational support to help financial advisors and investors understand the benefits of actively managed ETFs and their underlying investment strategies.
Motif is a trading platform built around you and your insights.
A motif is a basket of up to 30 stocks or ETFs intelligently weighted to reflect an investment theme, market insight or innovative trend. Choose from one of our professionally built motifs, customize, or design your own. Then buy your motif in just one click.
Motif is a registered broker-dealer and a member of SIPC. Learn more at https://www.motifinvesting.com.
Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through a broad range of actively managed investment solutions, including fixed income, equity, alternative and multi-asset class strategies. It does so through a number of distinct investment platforms, including investment teams within Janus Capital Management LLC (Janus), as well as INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins), in addition to a suite of exchange-traded products under the VelocityShares brand as well as global macro fixed income products under the Kapstream brand. Each team brings distinct asset class expertise, perspective, style-specific experience and a disciplined approach to risk. Investment strategies are offered through open-end funds domiciled in both the U.S. and offshore, as well as through separately managed accounts, collective investment trusts and exchange-traded products.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
Academic background in Applied Mathematics. Participant in high technology including computing and networking as a Member of Technical Staff, algorithm designer and Product Manager. Pursuing original interests in Health Care and Health Care Systems by doing coursework and research in Public Health, Pharmaceutical Economics, Integrated Medicine and Neurobiology. Founded www.ModelHealth.org in order to do research, analysis and writing on topics involving Long Term Care, Mobile Health and Big Data's impact. Convergence of these topics is likely to be fascinating, frustrating, complicated, full of investment opportunities and really meaningful to people's health and well-being.
Lipper Alpha Insight (http://lipperalpha.financial.thomsonreuters.com/) is a free daily news and commentary blog, giving financial professionals actionable ideas and insight to make sense of individual security news and events and stay on top of macroeconomic trends. We have a team of expert analysts that are constantly looking at the financial landscape in order to keep you up to date on the latest movements.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Kristina Hooper, CFP, CAIA, CIMA, ChFC, is the US Investment Strategist and Head of US Capital Markets Research & Strategy with Allianz Global Investors. She has a B.A. from Wellesley College, a J.D. from Pace Law and an M.B.A. in finance from NYU, where she was a teaching fellow in macroeconomics.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
At S&P Dow Jones Indices, our role can be described in one word: essential. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world; with over 1,000,000 indices, S&P Dow Jones Indices defines the way people measure and trade the markets. We provide essential intelligence that helps investors identify and capitalize on global opportunities.
S&P Dow Jones Indices is a division of S&P Global, which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spdji.com.
Think B.I.G., by Bespoke Investment Group, provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)
Cornell Business Review (CBR) is a semesterly publication founded in the Fall of 2010 to encourage the education and discussion of business issues, trends, and debates at Cornell University. Founded upon the concept of "Join the Conversation," CBR encourages students to get involved in learning and conversing about business issues in the world.
In past semesters, CBR has featured interviews with many influential alumni ranging from Vivian Schiller (former Head of News at Twitter), Richard Baker (CEO of the Hudson's Bay Company), Spencer Rubin (founder of Meltshop), and several Cornell student entrepreneurs. We also feature entrepreneurs with connections to Cornell University.
Having a current diverse and growing membership of 37 undergraduate students, CBR continues to extend its presence throughout Cornell and the business community. CBR provides members with practical writing, design, promotion, and management experience in an entrepreneurial environment.
Patent Parsing specializes in the strategic analysis of investment opportunities presented by intellectual property, and in particular, software patent litigation activities.
After many years in the software industry, coupled with knowledge of the market for "software patent play" stocks, insight into software patent litigation-driven investment opportunities is our focus.
Bill Gross is a Portfolio Manager responsible for managing the Janus Global Unconstrained Bond Fund, and all related portfolios, and leading efforts to build out Janus' global macro fixed income capabilities. He also serves as an integral member of the Janus Capital Group Global Allocation Committee focused on the expansion of Janus' global asset allocation business. He is based in Newport Beach, California. Mr. Gross co-founded PIMCO in 1971 and served as managing director and Chief Investment Officer until joining Janus in 2014. Throughout his career, Mr. Gross has received numerous awards including Morningstar Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000 and 2007. He became the first portfolio manager inducted into the Fixed Income Analysts Society’s Hall of Fame in 1996 and received the Bond Market Association’s Distinguished Service Award in 2000. In 2011, Institutional Investor magazine awarded him the Money Management Lifetime Achievement Award. He is a renowned expert within the bond market and is at the forefront of thought leadership on the subject of fixed income investing. He is also author of the books, Everything You’ve Heard About Investing is Wrong and Bill Gross on Investing.
Mr. Gross holds an undergraduate degree from Duke University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He has 44 years of financial industry experience.
ARK Invest holds a precision lens on thematic investing. We focus on disruptive innovation and identify themes that will enhance productivity and create wealth. ARK seeks to research and invest in technologically enabled innovation that cuts across economic sectors and changes the way our world works. Our current themes include: Industrial Innovation, Web x.0, and the Genomic Revolution.
Innovation is inevitable, and ultimately wins out in an equity market. ARK manages an in-house research team allowing identification of secular shifts prior to their market reflection. ARK's unique research ecosystem leverages multiple data streams, both internal and external, that result in original analysis. Our research is made available on our website and we invite everyone to participate in our discussions around thematic investing in innovation. For more information please visit: http://ark-invest.com
Markit is a leading global diversified provider of financial information services. We provide products that enhance transparency, reduce risk and improve operational efficiency. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators and insurance companies. Founded in 2003, we employ over 3,000 people in 10 countries.
Larry D. Fink is Chairman and Chief Executive Officer of BlackRock, Inc. Mr. Fink has led the firm since its founding in 1988, keeping client centric solutions and innovation at the forefront of his leadership. Mr. Fink leads the Global Executive Committee, which sets the strategic direction of the Company and works across businesses to ensure BlackRock is prepared to solve for our client’s most critical investment challenges. Mr. Fink is frequently sought after by government leaders, policy makers and some of the world’s largest organizations for guidance on how to navigate the increasing complexities of the global financial markets. Prior to founding BlackRock in 1988, Mr. Fink was a member of the Management Committee and a Managing Director of The First Boston Corporation. Mr. Fink joined First Boston in 1976 and quickly became one of the first mortgage-backed securities traders on Wall Street. During his tenure at First Boston, Mr. Fink was co-head of the Taxable Fixed Income Division, which was responsible for trading and distribution of all government, mortgage and corporate securities. Mr. Fink also started the Financial Futures and Options Department and headed the Mortgage and Real Estate Products Group. Mr. Fink serves as a member of the Board of Trustees of New York University and is Co-Chairman of the NYU Langone Medical Center Board of Trustees. Mr. Fink also serves on the Boards of The Museum of Modern Art (MoMA), the Council on Foreign Relations and Robin Hood, the New York City charitable organization. He is also Co-Chairman of The Partnership for New York City, which works to engage the business community in efforts to advance the City's economy and maintain its position as the center of world commerce, finance and innovation
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP).
For more information please visit columbiathreadneedle.com/us.
I am individual investor with over 35 years investing experience. I have traded almost everything you can over that time. I prefer investing in microcaps as there can be above average rewards along with higher risk. The areas I follow very closely are: Technology, Intellectual Property, Precious Metals, Rare Earths, mining companies and Biotechs. Picking the emerging leaders can provide huge rewards for early investors. I blog on topics that are of interest to me and on ones that I hope will generate good discussion. I don’t consider myself an expert in any one area, but know a little about a lot of things. I believe as soon as we stop learning, we stop living.
I am also a guest contributor to the Patent Stock Review, the most comprehensive investment research and news aggregation service on Wall Street, covering publicly traded companies seeking to monetize their IP portfolios, or "Patent Play Stocks."
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
I have been investing and trading since 1998 in multiple markets and timescales using both fundamental and technical analysis within cyclical and secular psychological and economic trends.
Follow me on Twitter: @LaurenceLavelle
Faculty Page: https://lavelle.chem.ucla.edu/
Author Page: https://www.facebook.com/LaurenceLavelle
If you got burned in the past at junior mining investments by overly positive newsletter writers, sell side analysts or other (paid) sources which more often than not avoid to mention (hidden) risks or critical flaws, The Critical Investor goes a few steps further, and might provide a fresh, more in-depth, unbiased and critical vision on things, hence the name. For examples of those risks or flaws just think of management overpromising and underdelivering, inactivity, shortfalls in cash, windowdressing, bad trackrecords, negative trends on AISC/cash flows/production grades, depleting reserves without renewal, tricky accounting, bad financing terms, permitting issues, commodity issues like possible equilibrium shifts, too much supply coming online, location issues (climate, local opposition, politics), infrastructure, currency effects, influence of investment groups behind the scenes, project economics not up to standards, companies being overvalued based on important but avoided metrics, etcetcetc.
Being an insider of the sector, talking frequently to industry participants (company management, analysts, fund managers, investment bankers, etc), provides for up to standard insights and useful feedback. By analyzing lots of technical reports, analyst reports, economic studies, interviews, articles and other sources, The Critical Investor has developed extensive knowledge about deposits and projects, which often proves to be useful for identifying threats or opportunities.
Avid and critical mining and mining related stock investor from Europe. Number cruncher, looking for high quality companies, mostly growth/turnaround/catalyst-driven to avoid too much dependence/influence of long term commodity pricing/market sentiments, and often additional long term deep value. About the new Subscriber service: I do write freely available analysis on a few portfolio stockpicks, but most of them are only accessible to subscribers.
Open to research assignments, individual portfolio advise, all related to mining.
Disclaimer: I am no certified financial advisor so always do your own due diligence on possible investments.
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
I am an active investor in IP-centric investments for 5 years. I specialize in high risk / high reward situations both public and private. It is important for investors to plan for all outcomes as the litigation surrounding the IP investment takes many twists and turns. Extracting profits and limiting exposure are the keys to success.
I hope to provide information and strategies, which both expert and novice IP investors can profit from.
Follow me on twitter for the latest updates in the IP space:
Our team is based in Chicago and New York with experience at Google, The Wall Street Journal, Bear Stearns, Lehman Brothers, Tribune and WallStreetView.
YCharts visualizes massive amounts of market information to identify companies with long-term competitive advantages and appropriate valuations. Fundamentals matter and we believe it’s important to understand how companies perform over time and relative to their peers. We cover over 20,000 U.S. & Canadian companies and manage over 40 million investor trends in real-time.
Active investor and trader since my teens. I retired early from my career in healthcare administration and have been a full time investor for 5 years.
I write about 3D Printing Stocks on my site @ 3DPrintingStocks.com, as well as small and microcap stocks (no pinks or junk!) at MicrocapResearch.com
Renaissance Capital is an IPO investment advisory firm providing pre-IPO institutional research and management of IPO-focused funds including the Renaissance IPO ETF (NYSE ticker: IPO), the Renaissance International IPO ETF (NYSE ticker: IPOS) and the Global IPO Mutual Fund (ticker: IPOSX). Through Renaissance Capital’s pre-IPO research service, investors get a hard-nosed, independent opinion, in-depth fundamental analysis and customizable financial models on all IPOs. The Firm's clients also gain access to the premier IPO knowledge base with deal calendars, market commentary, fundamental data on over 5,000 past IPOs and more.