Kate Stalter is the founder of Better Money Decisions, an asset-management firm with offices in Albuquerque and Santa Fe, New Mexico and Scottsdale, Arizona. She is an expert investment columnist for numerous media outlets including Forbes, US News & World Report, Benzinga, TheStreet.com and Morningstar, and is a frequent on podcasts and radio shows, discussing investment topics. Better Money Decisions implements stock-and-bond portfolios using an asset-allocation strategy with funds from Dimensional Fund Advisors. Kate is a Series 65-licensed investment advisor representative, and has a Master's in Business Administration from Northwestern University's Kellogg School of Management. ================ Kate Stalter is a columnist for RealMoney.com, MoneyShow.com and Morningstar Advisor. Stalter currently hosts “The Small Cap Roundup” on TFNN.com, every Tuesday and Thursday at 11 a.m. Eastern. She serves as editor of the “Low-Priced Leaders” newsletter, also at TFNN. From 2001 until 2010, she was a market writer at Investor's Business Daily and presented the "Market Wrap" and “Daily Stock Analysis” videos at Investors.com. Stalter co-hosted webcasts with TDAmeritrade, and regularly taught IBD investing seminars nationwide. She received her MBA in finance and marketing from the Kellogg School of Management at Northwestern University. You can follow Kate on Twitter @katestalter and receive her free monthly newsletter at www.katestalter.com
Portfolio Manager, Belpointe Asset Management, Greenwich, CT
Chris is responsible for overseeing investment advice given to clients of Belpointe Asset Management. His specialty niche focuses on using options to hedge risk and enhance returns, and more opaque fixed income alternatives.
Chris began his career in finances in fixed income institutional sales at UBS. While at UBS he transitioned to the Private Client Group in Stamford, Connecticut, where he was responsible for managing the finances of successful individuals, families, and institutions. He resigned from UBS in March 2009 to join Belpointe Asset Management.
Prior to joining UBS, Chris was a National Account Manager for Lexmark International. He was based out of Washington, DC, and was responsible for sales to Federal entities, including the Department of the Navy, the Executive Office of the President, the US Congress, NRO, DIA, and the NSA.
Chris started his professional career at Los Angeles Air Force Base. As an officer, he led the team responsible for researching and designing rocket technologies for the next generation of space launch vehicles.
In his personal time he enjoys backpacking, camping, skiing,and reading - mostly science and history.
Chris is a 1993 graduate of the US Air Force Academy, where he received a Bachelors of Science Degree in Aeronautical Engineering. He also received a Masters of Science in Systems Management from the University of Southern California in 1998. He has passed the NASD Series 7 and Series 66 exams. Chris is currently licensed as an investment advisor representative.
Tudor Investment Holdings Private Limited, is a Singapore based investment company. It's investments are in commercial real estate and managing a global portfolio of investments in equities and bonds.
It's Director is Mr. Lasse Rochstad-Lim, who has extensive management experience in the bulk shipping and oil service industry. He also serve as a Director at TuffChem Environmental Services in Singapore as well as TuffChem Oil & Gas in Malaysia.
Mr. Rochstad-Lim is an Associate Sponsor Member of Securities Investors Association Singapore.
David is a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing and implementing actively managed growth and income portfolios using ETFs, CEFs, and mutual funds.
Visit our website for more information or to signup for our weekly email updates.
Follow me on Stocktwits: http://stocktwits.com/fabiancapital
I'm an asset manager at Hebba Alternative Investments with a focus on real assets. In my articles I like to focus on events that affect the macro environment for assets (especially gold and silver), and also introduce readers to different metrics that I believe are under-utilized when assessing investments.
On a more personal note, I'm a firm believer that there can be honesty, morality, and integrity in finance (though its rare) and i'd like to believe that I stick to those principles. Thus I never "pump and dump" stocks, I always list the securities we own, and I take it very seriously when I recommend a company - I do not want to see any investors/readers lose money because of my recommendations.
I'm not always right with recommendations, but investors and readers can know that I always tell the truth (there is no deception) and I eat my own cooking as recommendations are either always owned OR the reason I dont own them is given (usually related to restrictions on stocks I can buy).
Advising people in financial matters is a serious issue and integrity is much more important than money to me, but I do believe both can co-exist. You live with money, but after your death you only have your morality and integrity and thus i've made my choice between the two. A bit philosophical for a bio, but I dont think there's a better way to give investors my background than that.
We offer investors a free weekly email list detailing gold, silver, and general economic markets which you can sign up for at: http://www.communitysynergy.com/subscribe/hebbainvestments_subscribe.html
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
Peter George Psaras, has been investing for over 40 years and has expertise in the following:
1) Quantitative Analysis
2) Qualitative Analysis
3) Macro Economic Analysis
4) Technical Analysis
5) Stock Market History
He is the CEO at Conservative Equity Investment Advisors, a registered investment advisor based in New York.
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016-????. My worst years were 2013-2015. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
I founded and manage Servo, a Registered Investment Advisor (RIA) that helps investors achieve financial independence, a secure retirement, and positions them to leave a meaningful financial legacy.
Mark Hebner is the founder and President of Index Fund Advisors, Inc., author of the ifa.com web site and the book and documentary film, Index Funds: The 12-Step Recovery Program for Active Investors, www.indexfundsthemovie.com. His firm has $2.7 Billion in AUM as of Dec 2015 and he has attended over forty investment conferences focusing on passive investing, and is considered the leading internet provider of articles, videos and data on index funds and especially information on Dimensional Funds Advisors mutual funds and portfolios of the research indexes used by DFA. He is an Investment Advisor Representative (Series 7 and 65) and has a Masters in Business Administration from the University of California at Irvine.
As SA Senior Editor, my task is to make Seeking Alpha the premier destination for financial advisors. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics.
Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report.
I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
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
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register for free @ bretjenseninvests.com
ZVI BAR LLC is a legal and financial trust consultancy based on Wall Street, and a leading authority on trust administration and estate planning. ZVI BAR LLC was founded by Zvi Bar-Kochba, an attorney and consultant on trust administration that provides advisory services for trusts and beneficiaries. ZVI BAR LLC provides consulting expert services regarding prudent investing, securities regulations and evaluations of potential fiduciary liability.
Publications here are written by agents, representatives and individuals associated with or contracted by ZVI BAR LLC. No articles or discussions here shall constitute a legal, fiduciary or advisory role, but solely act as informative press and/or a starting point from which further discussion may follow. Comments are welcome, as are questions.
Growth investor focused on fundamental analysis. Prefers small and mid-cap stocks, looking for companies with a legitimate chance to double in share price within a 24-month time period.
Marc is the founder and owner of Advanced Investor Technologies, LLC, as well as the publisher and editor at the internationally acclaimed web site www.ChecktheMarkets.com.
He holds an MS in Clinical Psychology from California Polytechnic State University, and is a former senior vice-president of Investments for two major brokerage firms. Besides his role as an investment publisher and analyst, he serves as a marketing consultant to the investment publishing and investment media industries.
In his role as a financial editor, he specializes in unique investment strategies, wealth preservation, understanding the investment markets ,value stocks, precious metals and energy stocks, emerging growth companies, ETFs, tax issues as well as "the psychology of investing". Besides his loved ones, he sees his personal "calling" as someone who helps others succeed and achieve financial security.He's been a motivational speaker and personal development specialist for over 35 years.
In addition, he's been interviewed on such popular media sites as The Money Show and The Oxford Club. Marc is a published author who has written hundreds of articles for a wide variety of investment newsletters and web sites. He has a special passion for helping "make the complex more simple", and is a big advocate of the K.I.S.S. (Keep It Successfully Simple) approach to investing and living life.
Gregg Early is vice-president of KCI Communications and executive editor of the company’s flagship publication, Personal Finance. Over the past decade, he has helped build the newsletter’s reputation as a trusted source for penetrating market analysis and investment advice that subscribers can take to the bank. He also oversees the editorial department’s other award-winning publications.
But Gregg’s responsibilities and interests are not purely administrative. Always forward-looking, he found his niche reporting on the frontiers of technology: high-temperature superconducting, alternative energy, intelligence infrastructure, as well as advances in the nanotech and biotech sectors. For those willing to follow him back to the future, he pens The Real Nanotech Investor, a financial advisory that focuses on how individual investors can capitalize on innovations in nanotech and disruptive technologies. Gregg’s free e-zine, New Tech Investor, keeps readers updated on the latest advances and developments in these nascent sectors and, more importantly, the opportunities therein.
Prior to joining KCI, Gregg honed his journalistic chops reporting on a variety of topics including finance, health care and education. He is also a respected gastronome and chef as well as a published poet and playwright. He’s a graduate of James Madison University.
James Brumley began his investment career as a broker with a prominent Wall Street firm. The core principles behind the advice he was dispensing as an adviser were diversifying, buying stocks with good fundamentals, and thinking long-term. Though the principles were sound, he soon realized they were incomplete in terms of generating and preserving his clients' wealth. He then moved on to become an analyst - and eventually the director of research - for a reputable subscription-based trading newsletter focused on technical analysis. As editor of the Small Cap Network newsletter, Brumley now follows both schools of thought in complimentary ways. His philosophy is simply that fundamentals tell you which stocks to buy or sell and technical analysis tells you when to buy or sell them.
Cited by Barron's as one of the top financial websites to visit on the weekend, Financial Sense (www.financialsense.com) provides educational resources to the broad public audience through a daily podcast, editorials, current news and resource links on salient financial market issues. Begun in 1985 as a local talk radio program, Financial Sense Newshour (www.financialsense.com/financial-sense-newshour) is a weekly webcast with host Jim Puplava and top financial thinkers. Writing staff of Financial Sense includes: Jim Puplava, Chris Puplava, Ryan Puplava, and Cris Sheridan.
Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio Wealth Advisors, a wealth management firm with offices in Albuquerque, NM and Oklahoma City, OK. Munson began his career in the 1990s as a trader on Wall Street and then relocated to Albuquerque, New Mexico. Munson has been a frequent guest on CNBC, Fox Business Network, and Fox News. His insights and contributions have appeared in The Wall Street Journal, New York Times, Forbes, and CNNMoney. He is the author of “Rigged Money: Beating Wall Street at its Own Game” (John Wiley & Sons). Lee works with families in Albuquerque, Santa Fe, and Los Alamos.
In his spare time he juggles a family while mountain biking and skiing Taos.
Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim Investments. In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
Visit his site: ETF Trends (http://www.etftrends.com/)
The ETF Virtual Summit is the largest exchange traded fund (ETF) investment conference in the world. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the ETF industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.ETFVirtual.com.
The Alts Virtual Summit is the leading Alternative Investment conference for financial advisors. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the Alternative Investment industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.AltsVirtual.com.
On October 31st, 2014, I retired. Turned in the keys to the company car, gave them my computer and my account lists and joined the ranks of those who "slipped off into the sunset." I never thought in retirement that I would be this busy. It's fun. Time with the grandkids, time to perfect my cooking skills, and time to travel and check off the things on my bucket list. I should have done this a long time ago.
Russ Koesterich, CFA, JD, Managing Director and head of Asset Allocation, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Koesterich was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business. Previously, he served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
Author of the critically acclaimed book, "Taking Charge With Value Investing (McGraw-Hill, 2013)" and the premium subscription service "Tipping The Scale" (as seen below). An analyst that ranks in the top 4% on both tipranks.com and Motley Fool CAPS for stock picking performance.
Tipping the Scale members gain access to the TTS Portfolio Tracker. Here, members see what I am buying and selling the minute it happens, along with what I have owned, bought, and sold historically. These are just a few of the features on the TTS Portfolio Tracker.
Tipping The Scale is an equity research platform that uses a numeric scale instead of the traditional "Buy, Hold, Sell" to identify the best investment opportunities in the market. Stock coverage is determined by market catalyst, and every company goes through a vigorous test in 10 different categories. The higher the total score, the bigger the upside. In addition, Tipping the Scale also provides a number of portfolio strategies to hedge the volatility of the market and protect from downside.
Check out my instablog for more information on the popular research service Tipping the Scale, including performance information, benefits, and how it all works.
I'm an architect living in Berkeley, CA with my wife and two sons. I was blessed with an aunt who lived frugally and compounded her savings interest over forty years to make everyone in her extended family relatively wealthy. Now, I'd like to pass on her strategy to the next generation.
Mark's mutual fund is launching December 15, 2011.
He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund.
His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639).
With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
I am the founder and director of three companies: Euro Pacific Capital (www.europac.net), a full service, registered broker-dealer and RIA which specializes in foreign securities; Euro Pacific Precious Metals (www.europacmetals.com), a gold & silver coin and bullion dealer; and Euro Pacific Asset Management (www.europacificfunds.com), a fund management company that is building a family of mutual funds based on my economic philosophy.
I am most well-known for accurately and publicly predicting the collapse of the housing and credit markets, the subprime crisis, and the increasing price of gold relative to the US dollar, resulting in the viral YouTube video "Peter Schiff Was Right."
I fly around the country and the world speaking to diverse groups, from academic conferences to Tea Party rallies. I have also appeared regularly on cable news stations since the mid-2000s trying to warn people of the impending economic collapse brought on by destructive fiscal and economic policy in Washington.
To that end, I published my first book, "Crash Proof: How to Profit from the Coming Economic Collapse," in early 2007, predicting the 2008 economic crisis while the mainstream commentators were saying it was impossible. Then, at the height of the crisis, I released "The Little Book of Bull Moves in Bear Markets," in which I showed readers how to help protect their finances in turbulent times. I've written updated versions of both Crash Proof and The Little Book since then, talking about how my predictions fared and why the worst of the crash is still ahead of us. I also wrote a book with my brother based on a popular comic book my dad wrote in the '70s. "How an Economy Grows and Why It Crashes" is an illustrated fable that starts with three guys on an island and uses allegory to explain exactly how we got into our current mess.
In the 2010 election season, I ran for the US Senate seat of retiring Senator Chris Dodd in my home state of Connecticut in order to bring attention to the mounting problems in this country. While I did not win the seat, my message of fiscal and monetary sanity was brought to a new audience of voters and political leaders.
I've had a regular video blog on YouTube since 2009, called The Schiff Report (www.youtube.com/user/SchiffReport) and, after giving up my long-running Wall Street Unspun podcast, I am now the host of a nightly radio show called The Peter Schiff Show (www.schiffradio.com).
Andrew Horowitz is a Certified Financial Planner. He is the President and Founder of Horowitz & Company (http://www.horowitzandcompany.com), a Registered Investment Advisor. Mr. Horowitz has been managing money and writing about investments since the late 1980's. He has taken his principles of financial and investment management to create targeted investment disciplines. His proprietary models provide a comprehensive methodology for establishing specific investment ideas. The combination of high technology with hands-on expertise helps his clients create the kind of plan needed in today's complex financial world. He has written a book also titled The Disciplined Investor which is scheduled to be released in bookstores throughout North America in May of 2007. Blog author, Podcast Host, Writer and Investment Advisor are the hats he wears daily.
Visit his site: The Disciplined Investor (http://www.thedisciplinedinvestor.com/blog/)
Listen to TDI's podcasts (http://www.thedisciplinedinvestor.com/blog/category/podcasts/)
Dr. Chris Kacher & Gil Morales
2009 - 2014 (5 years) Up +473% using only market timing service ETF TECL with NO margin:
After minor adjustments to account for full blown quantitative easing as opposed to smaller doses, our latest signals have outperformed: http://www.virtueofselfishinvesting.com/results
QE looks to continue at its current pace despite what Fed governors may say. On January 13, 2014, Atlanta Fed President Dennis Lockhart said that he would support more tapering if the economic recovery continues. Of course, the economic recovery is still far off if one factors in the distorted figures that are painted to make the economy look healthier than it is in reality. This tug-o-war between what the Fed governors say with respect to tapering and full bore quantitative easing is expected to continue this year as it did all year in 2013. The reality is that QE in some form is expected to stay for an extended period since Bernanke has said that he expects interest rates to remain at historical lows for a prolonged period. Thus the Fed has no choice but to continue to print money in some form, whether it be via the monthly $75 billion in bonds or some other manipulative trick. They will print or default, and default is out of the question. Another lowered credit rating of US Treasurys will hike rates. Such a situation must be avoided or the debt load potentially becomes unserviceable.
March 12, 2009 (the day we started tracking 3-times ETFs TYH and TNA) to February 27, 2012, the Market Direction Model has performed as follows:
NASDAQ Composite: +97.47%
TNA (3-times Russell 1000 Technology): +528%
TYH (3-times Russell 2000): +565%
2011 market timing results: +35.0%
2010 market timing results: +83.8%
2009 market timing results: +118.3%
2008 market timing results: +38.8% using no leverage
Note, the returns shown above do not represent the performance of an actual portfolio. Any results that are not verified/audited are are hypothetical based on taking a 100% position in the respective instrument whenever the model switches to a buy or a sell signal, and 100% cash when the model switches to neutral.
Dr. Chris Kacher
MoKa Investors, LLC
Virtue of Selfish Investing, LLC
In 1995, Dr. Kacher operated one of the first Internet-based stock advisory services. He then went on to generate triple digit percentage returns for six years in a row during the 1995-2000 period before moving to cash for most of the 2000-2002 bear market, one of the worst in history. From 1996-2001, Dr. Kacher served as chief research analyst for William O'Neil + Company, the New York Stock Exchange member firm, institutional research provider, and publisher of Investor's Business Daily newspaper. During this period, William O'Neil hand-picked Dr. Kacher to manage a portion of the firm's proprietary capital, whereupon Dr. Kacher became a top internal portfolio manager at the company.
Dr. Kacher received his B.S. in Chemistry and Ph.D. in Nuclear Physics from University of California at Berkeley, where he co-discovered Element 110 on the Periodic Table of Elements and confirmed the existence of Element 106 for which his team named Seaborgium after Dr. Glenn Seaborg, the inventor of plutonium, who supervised Dr. Kacher's work as a doctoral student at UC Berkeley.
Musically gifted, Dr. Kacher was classically trained on the piano beginning at age 3, composing his first song at age 5 which he called "Night Fog," and performing as a concert pianist from ages 5 to 12 in high-profile cities in the US and Japan. He released his debut CD comprised of 21 original piano compositions in 2009.
He, together with Gil Morales, recently co-authored the book, "Trade Like An O'Neil Disciple: How We Made 18,000% in the Stock Market", published by John Wiley & Sons in 2010. He also contributed to the book, "Wiley Trading Guide, Volume II", published in 2011.
In the 1996 to 2002 period, Dr. Kacher achieved in his personal account a total return in excess of 18,000%, as verified by KPMG, the Big Four auditor here: http://www.virtueofselfishinvesting.com/pdf/Chris-Kacher-KPMG-verification-letter.pdf
Dr. Kacher is also currently a principal and Managing Director of MoKa Investors, LLC and Virtue of Selfish Investing, LLC, www.virtueofselfishinvesting.com. He currently manages money for qualified investors through each of those firms, and is a frequent guest and commentator on MarketWatch.com, TownHall.com, CBS host Andy Giersher's Portfolio Doctor, and CNN News Radio's Wall Street Shuffle, among other venues. In 2010, Dr. Kacher published "Trade Like an O'Neil Disciple - How We Made 18,000% in the Stock Market" (John Wiley & Sons) with his colleague and former O'Neil internal portfolio manager Mr. Gil Morales. He and Mr. Morales are currently writing a second book to be published by John Wiley & Sons, Inc. in summer of 2012.
MoKa Investors, LLC
Virtue of Selfish Investing, LLC
Mr. Morales began his investment career in 1991 as a stockbroker in the Beverly Hills branch of Merrill Lynch. In 1994 he joined PaineWebber, Inc. where he quickly achieved Chairman's Club status as a top producer. In 1997, William O'Neil personally recruited Mr. Morales to join William O'Neil + Company, Inc. where he spent the next eight years as a Vice-President, internal Portfolio Manager responsible for managing a portion of the firm's proprietary assets, and Manager of the O'Neil Institutional Services group responsible for advising over 500 of the largest and most successful institutional investors in the world, including mutual fund, pension fund, and hedge fund clients. Mr. Morales also co-authored with William J. O'Neil a book on short-selling, "How to Make Money Selling Stocks Short," published by John Wiley & Sons in 2004. In 2004, Mr. Morales was appointed Chief Market Strategist for William O'Neil + Company, Inc.
He, together with Chris Kacher, recently co-authored the book, "Trade Like An O'Neil Disciple: How We Made 18,000% in the Stock Market", published by John Wiley & Sons in 2010. He also contributed to the book, "Wiley Trading Guide, Volume II", published in 2011.
In the period from January 1, 1998 to December 31, 2005, Mr. Morales achieved in his personal account a total return of 10,904.25% as audited by Rothstein Kass & Company, a hedge fund auditing firm . Applying a standard hedge fund 2%/20% fee structure to this return would yield a pro forma return of 5,572.04%, net of fees. Mr. Morales received his B.A. in economics from Stanford University.
Mr. Morales is also currently a principal and Managing Director of MoKa Investors, LLC and Virtue of Selfish Investing, LLC, www.virtueofselfishinvesting.com. He currently manages money for qualified investors through each of those firms, and is a frequent guest and commentator on Fox Business News, MarketWatch.com, and CNN News Radio's Wall Street Shuffle and Opening Bell shows, among other venues. In 2010, Mr. Morales published "Trade Like an O'Neil Disciple - How We Made 18,000% in the Stock Market" (John Wiley & Sons) with his colleague and former O'Neil internal portfolio manager Dr. Chris Kacher. He and Dr. Kacher are currently writing a second book to be published by John Wiley & Sons, Inc. in summer of 2012.
Joshua "MauiTrader" Hayes is CEO, President and founder of Big Wave Trading Inc., a Maui, Hawaii-based stock market advisory service. Hayes is a well-respected stock trader who combines fundamentals, technicals, psychology and money management to trade professionally for his personal, family, and friends accounts for 16 years. Hayes also runs BigWaveTrading.com, an online stock market commentary and stock selection service for intermediate-term investment strategies using CANSLIM and other strategies. Hayes is a contributor to SeekingAlpha.com has been a contributor to Telechart as Sir Aloha, Realmoney.com, InvestorsParadise.com, BestWayToInvest.com, iStockAnalyst.com, and StraightStocks.com.
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