IPE at UNC (International Political Economy at the University at North Carolina) is a group blog maintained by faculty and graduate students in the Department of Political Science at the University of North Carolina at Chapel Hill. The opinions expressed by IPE are our own, and have nothing to do with UNC. Our contributors include: Thomas Oatley, Associate Professor of Political Science Alex Parets Sarah Bauerle Kindred Winecoff Visit our blog at: http://ipeatunc.blogspot.com
President of WealthVest Marketing, a financial services firm that designs and markets capital guaranteed products to financial advisors, so that they may recommend to their clients.
Formerly CEO of American Skandia, a $45 billion mutual fund and variable annuity company.
Author of "New Century, New Deal: Turning Your Income Into Wealth", a discussion of the challenges before the U.S. Social Security system.
Currently Chief Analytics Officer of Digital Risk, a mortgage industry loss mitigation service. Formerly head of Advanced Analytics at CoreLogic and prior to that head of Products and Analytics at Loan Performance, a boutique mortgage analytics company located in San Francisco.
Education: BA, Rutgers University, MA, University of Virginia and MBA, Stanford Univestiry.
David Song studied macroeconomic policies under a visiting scholar at the Federal Reserve Bank of St. Louis while attending the Zicklin School of Business at Baruch College, and graduated with a Bachelor of Business Administration degree majoring in finance. During his undergraduate program, he acquired a strong understanding of technical analysis from a former-president of the Market Technicians Association, and incorporates both fundamentals and technicals in his analysis.
Michael J. Clark was born and raised in Sinclair, Wyoming. He is a poet, novelist, artist, historian, and market analyst.
He began investing in 1985. He read ˜The Technical Analysis of Stock Trends" by Edwards and Magee and was hooked. From 1985-1987 he made astonishing gains in the stock market; and then stocks collapsed in 1987. Since then he has been attempting to 'solve the stock market', with many failures and some successes. The system he developed, called CGTS, Clark's Gate Timining System, is algorithm-based. What this fancy word means is that he proposes a series of necessary steps based on technical analysis propositions, which, when met, trigger trading signals. His four main trading systems are up a combined 31% for 2015.
From his website:
Now that QE is supposedly ending, markets are already becoming more tradable, with opportunities to make money on both long and short trades at the same time. QE tended to make all boats rise, except precious metals. This made it more difficult to play the short side of the markets. Now, both sides seem to be more accessible to successful trades. This will also be more of a challenge for investors. The FED will have to eventually abandon the markets to their own destinies, and stop spending trillions to protect investors AND corporations from their mistakes. As this begins to happen (I am not sure it has happened yet), informed advice will become even more necessary for investors.
Rules of Investment
Rule #1: Never go against the trend. The majority is often wrong; but the minority is often wrong also. The sticky issue with this advice is at transition points, at which a Bull Market turns into a Bear Market or vice-versa. Big Money often anticipates and/or causes this transition. So pay attention to what Big Money is really doing, not what they say they are doing.
Rule #2: You don’t need a broker who makes his living off of your money. Most brokerage firms buy a position in a stock quietly and slowly. When the stock has appreciated significantly they add the stock to their buy recommendations. Then they begin selling their position while they are encouraging their clients to buy the stock. Most firms never issue sell recommendations. If they do, beware: they are probably trying to buy your stock after a huge sell-off.
Rule #3: Watch your own emotions because they are often signaling something. When fear turns to greed and visions of unlimited wealth, we are probably near a top in a trade and we should get ready to sell. When hope and denial turn to fear and visions of an unlimited loss, we are probably approaching a bottom in a trade. (See Rule #1 however.)
Rule #4: Trade with a system to complement your gut reactions. Follow the system no matter what, even if it means taking a loss. Don’t get lazy with your money and sink into denial. Use a system to help you refrain from 'playing a hunch'.
Rule #5: HEDGE YOUR PORTFOLIO AGAINST LOSSES. How does one do this? By having a balanced portfolio of long and short positions. But have a system that signals both long and short positions, and keep your portfolio balanced around 50% long and 50% short. This may seem to contradict Rule #1. It does not. When something is in a long trend, something else is in a short trend. Find what is long and what is short. If stocks are long, gold or oil may be short. Use ETFs and options to help establish this portfolio balance. Our system gives trading signals every day for both long and short positions.
More information on CGTS is available at:
His fine arts portfolio can be found at the following address:
His writing portfolio can be found at:
Those interested in his book "Turn Out the Lights", a description of the metaphysical causes of the 2008 financial meltdown, can access the draft at:
Michael Clark has retired after working 30 years in academia, relocated to Hanoi, Vietnam for six years, and has returned to America in 2014.
We strive to build highly disciplined, sensible client portfolios. Portfolios that are focused on investing in businesses with solid free cash flows and solid dividend payouts. We buy businesses, not stocks.
Tim is a Registered Investment Advisor.
I am a Certified Financial Planner CFP(c) Practioner, doing businees as Global Investment and Risk Advisors, LLC, a Florida registered LLC. I am also a Registered Investment Adviser registered in the State of Florida and carry a Life, Health and Variable Annuity Insurance License..
I am an independent "fee only" financial planner and investment adviser not affiliated with any broker dealer, mutual fund or insurance company. All my clients are hand picked and the result of word of mouth or referrals.
Investment strategies are developed for each client individually. Some clients execute their own trades, others grant a LImited Power of Attorney. However,even with a LPOA all new investments are discussed with client and approved by client..
In a small personal account I practice a "day to a week" tactical trading activity.mostly to be tuned in to the markets. All these tactical decisions are based on technical indicators, mostly MACD, Stochastics and Moving Averages. Instruments used for this dynamic strategy are Index ETFs, moslty SPY and QQQQ, and related inverse or leveraged ETFs.
Strategies for client portfolios use ETFs extensively, While a few selected individual stocks may be part of US domestic portfolios, all non-US portfolio components, often up to 20%, are implemented with ETFs or Country Specific Funds.