Have managed money for clients as an independent advisor since 1991. Published a newsletter ECONOMIC LEADS from 1988 to 1993. Have an economics degree from Vanderbilt University. Focus on the macro picture forecasting the US economy and broad stock market. Also have a model to estimate long term equity returns for several countries.
Individual full-time investor, with background in Options (CBOE), Mgt, consulting, Industrials, and working in US / International business. Ivy League MBA.
Most interested in 3-5 year long plays, often moving against the herd, with aim of translating early stage information into investing insight.