Trader of equities and options for over 12 years. Proprietary trading strategy involving options and biotech with a very high win to loss ratio. SMID cap biotech. Passionate about science and cooking. "Win or lose, everybody gets what they want out of the market. Some people seem to like to lose, so they win by losing money."Ed Seykota
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Steven H. Goldman is a commercial litigation lawyer and senior partner in the Toronto law firm of Goldman Hine LLP. He is a former member of the board of directors of Tribute Pharmaceuticals Inc., a Canadian public pharmaceutical company which recently merged with Pozen Pharmaceuticals on February 5, 2016, and is now known as Aralez Pharmaceuticals (Nasdaq: ARLZ). He is currently on the board of directors of both Select Sands Corp. (TSX.V: SNS.V) as well as Comstock Metals Ltd. (TSX.V: CSL.V) which both trade on the TSX Venture exchange.
Tech Analyst and opportunistic investor focused primarily on micro caps and up and coming technology companies. I am currently in discussions with a partner to develop and launch a investment premium newsletter website. If you are interested in learning more about my premium newsletter or would like to be added to my mailing list you can inbox me.
You can follow my personal trades and invest your own money with me via Instavest www.instavest.com My focus is on ground breaking technology and the companies that will deliver them in the future. I have managed a family portfolio since 2008 that has been focused on growth and income generation. You can follow me on twitter @MattMargolis24
Commodity broker 79-81 I discovered the Gospel In July 1979 (and re-discovered it again in April 2004 -after the G.6 release was dis-continued - actually created the RR time series in the late 1980's). Dr. Leland Pritchard "You have a predictive device nobody has hit on yet" - 9/8/81 My prediction for AAA corporate yields for 1981 was 15.48%. AAA Corporate yields rose to 15.49%. I should receive the Nobel Prize. The data should be classified as "top secret" by the U.S. Gov't. I.e., I let Aladdin out of the Lamp. See: 1938 Member Bank Reserve Requirements - Analysis of Committee Proposal (transactions velocity) http://bit.ly/M0JB7X The outstanding volume of the FRB_NY "trading desk's" 'eligible collateral' fell during the Great Depression. Whereas 'eligible collateral' was multiplied thru colossal Federal deficit financing (where the Gov’t spends much more than it expects to receive), during the Great Recession (but Bernanke still chose to "push on a string"). As Greenspan pontificated in “The Map & the Territory”: “The laws of physics…once identified, rarely have to be revised”: Rates-of-change (roc’s) in monetary flows (our means-of-payment money times its transactions rate-of-turnover), equal roc’s in all transactions in Irving Fisher’s “equation of exchange”: (MVt = PT). Roc’s in nominal-gDp are a proxy for all economic transactions. The lags for monetary flows (MVt), i.e. the proxies for (1) real-growth, & for (2) inflation indices have been mathematical constants for the last 100 years. However, the FED's target (interest rates), is indirect, varies widely over time, & in magnitude. President Wilson signed “The Federal Reserve Act” into law on December 23, 1913. The Act, "Provided for the establishment of Federal Reserve Banks, to furnish an elastic currency, to afford means of rediscounting commercial paper, to establish a more effective supervision of banking in the United States, and for other purposes". "It was anticipated that credit extended by the Federal Reserve Banks to commercial banks would rise and fall with seasonal and longer term variations in business activity" "Seasonality" (principally the holidays), is the result of the FOMC’s seasonal mal-adjustments (& has its roots in the fallacious "Real Bills Doctrine”). The FOMC, through its "open market power", has the capability of either adding or subtracting to the volume of money in circulation. But the non-bank public determines its mix (the volume of currency vs. bank deposits). This policy is reflected by changes in the Depository Financial Institution’s (DFI), required reserve balances. RRs are based on transaction type accounts 30 days prior. Reserve balances are driven by consumer's & business' payment & settlements. Thus RRs provide the seasonal factor map (economic time series’ cyclical trend). This is inviolate & sacrosanct. Some calls: (1) flow5 (2/26/07; 14:34:35MT - usagold.com msg#: 152672) Suckers Rally If gold doesn't fall, then there's a new paradigm (2) Reply #187 on Jul 21, 2011, 8:31pm » the stock market should be topping & in the process of a downtrend (3) flow5 Comments (3049) As it now stands, the market falls until Oct. Then expect a very strong rally. Everybody should double up in Nov. & Dec. (i.e., futures, options, margin, etc.) 5 Aug 2011, 09:04 (4) Written on Mar 30 11:31 am prior to the MAY 6th FLASH CRASH: "Contrary to economic theory, & Nobel laureate Dr. Milton Friedman, monetary lags are not "long & variable". The lags for monetary flows (MVt), i.e., the proxies for (1) real-growth, and for (2) inflation indices, are historically, always, fixed in length (mathematical constants). However the lag for nominal gdp (the FED's target??), varies widely." Assuming no quick countervailing stimulus: 2010 jan..... 0.54.... 0.25 top feb..... 0.50.... 0.10 mar.... 0.54.... 0.08 apr..... 0.46.... 0.09 top may.... 0.41.... 0.01 stocks fall Been saying this for the last 6 months. Should see shortly. Stock market makes a double top in Jan & Apr. Then the real-output of final goods & services falls/inverts from (9) to (1) from Apr to May. Recent history indicates that this will be a marked, short, one month drop, in rate-of-change for real-output (-8). So stocks follow the economy down (with yields moving sympathetically?)" (5) flow5 Message #10 - 05/03/10 07:30 PM The markets usually turn (pivot) on May 5th (+ or - 1 day). (6) POSTED: Dec 13 2007 06:55 PM | The Commerce Department said retail sales in Oct 2007 increased by 1.2% over Oct 2006, & up a huge 6.3% from Nov 2006. 10/1/2007,,,,,,,-0.47,,,,,,, -0.22 * temporary bottom 11/1/2007,,,,,,, 0.14,,,,,,, -0.18 12/1/2007,,,,,,, 0.44,,,,,,,-0.23 1/1/2008,,,,,,, 0.59,,,,,,, 0.06 2/1/2008,,,,,,, 0.45,,,,,,, 0.10 3/1/2008,,,,,,, 0.06,,,,,,, 0.04 4/1/2008,,,,,,, 0.04,,,,,,, 0.02 5/1/2008,,,,,,, 0.09,,,,,,, 0.04 6/1/2008,,,,,,, 0.20,,,,,,, 0.05 7/1/2008,,,,,,, 0.32,,,,,,, 0.10 8/1/2008,,,,,,, 0.15,,,,,,, 0.05 9/1/2008,,,,,,, 0.00,,,,,,, 0.13 10/1/2008,,,,,,, -0.20,,,,,,, 0.10 * possible recession 11/1/2008,,,,,,, -0.10,,,,,,, 0.00 * possible recession 12/1/2008,,,,,,, 0.10,,,,,,, -0.06 * possible recession Trajectory as predicted: (7) 12-16-12, 01:50 PM #1 flow5 "We’re close to seeing the real power of OMOs. R-gDp is likely to accelerate earlier & faster than anyone now expects. The roc in M*Vt before any new stimulus is already above average. With low inflation (given some deficit resolution), Jan-Apr could be a zinger" (8) June's reversal will end the bull market that began in the early 80's. And it will not be because Operation Twist ends (although its end will force yields higher). 20 May 2012, 03:04 PMReply (9) This propelled nominal gNp to 19.2% in the 1st qtr 1981, the FFR to 22%, & AAA Corporates to 15.49%. My prediction for AAA corporate yields for 1981 was 15.48%.
After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; I have pretty much "been there and done that" at one point or another. I am currently a silent partner for an RIA in Houston, Texas.
The majority of my time is spent analyzing, researching and writing commentary about investing, investor psychology and macro-views of the markets and the economy. My thoughts are not generally mainstream and are often contrarian in nature but I try an use a common sense approach, clear explanations and my “real world” experience in the process.
I am the Chief Editor of the REAL INVESTMENT REPORT, a weekly subscriber based-newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to your money and life.
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The Oil & Gas Investments Bulletin (http://www.oilandgas-investments.com) is an online subscription-based service that finds, researches, and profiles growing oil and gas companies that have high growth rates (or high growth potential.)
Its team of writers work under Keith Schaefer, Editor/Publisher, who shares his knowledge of the oil and natural gas markets in a simple, easy to read manner. The bulletin outlines which TSX, NYSE and NASD-listed energy companies have the ability to grow, and bring shareholders prosperity even in tough times.
There is tremendous potential to profit in oil and gas companies for informed investors. Mr. Schaefer has a degree in journalism but has spent the last 15 years assisting public resource companies in raising exploration and expansion capital.
I joined Seeking Alpha as a Senior Editor in 2012 and currently manage the Energy vertical. I've spent the last 18 years working in publishing, and my experience includes editing scientific/medical journals, personal finance magazines, and several investment websites.
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I have more than 10 years experience investing in commodities and hard assets such as gold and silver miners, exploration companies, oil and gas producers, MLPs, and various other sectors.
Former broker, now an independent analyst/writer on Seeking Alpha and founder and editor of the Growth Stock Forum. Focusing on small-cap, mid-cap and biotech stocks. Looking for substantial sales and earnings growth potential and seeking the best risk-adjusted returns from my stock selection. Taking advantage of medium to long-term momentum.
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MD, MBA (NYU-Stern, Finance specialization). Founder: Vasuda Healthcare Analytics, premium research service covering emerging biotech/ pharma companies (in partnership with Seeking Alpha).
Licensed Investment professional. Buy-side equity research analyst covering mainly small-cap, emerging pharma/ biotech companies. M.D. with over 18 years of clinical experience (in the U.S. and India), still retaining full medical license in India. M.B.A. with finance and financial markets specialization from New York University Stern School of Business.
Expert in picking healthcare-related investments, especially biotechnology and pharmaceuticals (focus on small, emerging companies). Investments are selected based on detailed due diligence, including proprietary DCF valuation models. Value investor with long-term horizon. Founder, managing principal of Vasuda Capital Management, healthcare focused investment management firm, vasudacapitalmanagement.com.
Registered Investment Advisor in Massachusetts. The firm also operates a private pooled investment partnership, Vasuda Life Sciences Fund.
Also started and continue to sponsor Vasuda Global Orphan/ Rare disease biotechnology index, the first global equity index covering rare/orphan disease sector. Index quotes are available on bloomberg/reuters terminals.
Individual investor since 2000. I have a natural tendency to question what others take for granted. That's not always a good life skill but it's helped me from time to time in the market.
My degree is in Mechanical Engineering. I also have a background in biochemistry and (oddly enough) in classical Greek literature. My main professional interests are in software, math, and engineering analysis. I've worked in the automotive field, robotics, computer vision and machine learning, and have developed cheminformatics techniques for biotech.
Investment-wise, I tend to be opportunistic rather than systematic. I have a particular interest in volatility trading and in the intersection of technology with societal change.
Dr Jonathan Kinlay is the Head of Quantitative Trading at Systematic Strategies, LLC, a systematic hedge fund that deploys high frequency trading strategies using news-based algorithms.
Dr Kinlay, was the founder and General Partner of the Caissa Capital hedge fund, whose volatility arbitrage strategies were developed by Dr Kinlay’s investment research firm, Investment Analytics. Caissa, which managed $400M in assets, was ranked by FIMAT as the top performing fund in its class in 2004. Dr Kinlay went on to establish the Proteom Capital, whose statistical arbitrage strategies were based on pattern recognition techniques used in DNA sequencing. Dr Kinlay was formerly Global Head of Model Review at the US investment bank Bear Stearns.
Dr Kinlay holds a PhD in economics and has held positions on the faculty at New York University Stern School of Business, Carnegie Mellon and Reading Universities. Dr Kinlay is a regular conference speaker and writer on investment research, hedge fund investing and quantitative finance. Kinlay was a member of England’s chess team that won gold in the World Student Olympiad in Mexico in 1978. He is the son of Fleet Street editor James Kinlay and father of British actress Antonia Kinlay.
Further investment research and strategy ideas can be found in his blog at www.jonathankinlay.com .
MSc Project Management Graduate 2012, PRINCE2 Practitioner, APMP, Winner of APM Scottish Project Challenge 2012, Recipient of Technology Strategy Board start-up Grant 2013. Risk Management Product of the year 2013 with Datatecnics. Risk Management Innovation of the year 2015 with Datatecnics (beating Google!) Specialisms: Projects - especially how they relate to strategy; start-up phase; business case design; Supply Chains Direct message me here or on: LinkedIn: http://www.linkedin.com/in/ABHussain New Twitter account: @AbuB_Hussain
An independent analyst and private investor. Based in Warsaw, Poland (Europe). Professional experience comprises about 20 years in a number of financial and industrial companies. Fan of the Austrian School of Economics.
Blog: Simple Digressions (daily analysis of the precious metals market; general investment issues; sometimes articles on demand of my readers).
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