Kevin Feldman, CFP® is an investment professional with 20 years experience in asset management. He was most recently Managing Director in the iShares® unit of BlackRock, the world's largest asset manager where he had responsibility for iShares marketing, analytics and education efforts. Prior to BlackRock, Kevin held senior roles at Vanguard and Charles Schwab. Kevin earned a BA degree from the University of California, Los Angeles and an MPA degree from Harvard University.
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
Writer and investor with an interest in most everything -- stocks, ETFs, commodities, and currencies. My background is in both economics and journalism so I try to present complex ideas clearly and concisely, but with a dash of creativity.
Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism (some articles from Pragmatic Capitalism get syndicated on Seeking Alpha so please see the full site if you don't want to miss articles by Mr. Roche).
Orcam Financial Group, LLC (www.orcamgroup.com) is a low fee financial services firm offering asset management, personal advisory, consulting and educational services. Pragmatic Capitalism (http://pragcap.com) was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche foresaw many of the events that led up to the crisis and felt that the government was slow to react and when it did finally react, responded with the wrong medicine.
Mr. Roche's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics and behavioral finance. Prior to establishing his own business, Mr. Roche worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Mr. Roche managed a private investment partnership for 7 years generating substantial positive alpha (high risk adjusted returns) without a single negative year of returns. He has since transitioned back to retail asset management to better serve the much needed low fee retail space with sophisticated but simple asset management and financial planning services.
Mr. Roche is also a prolific writer. In addition to the daily musings on his website, he is the author of the popular book “Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance” as well as “Understanding the Modern Monetary System”, one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider where he was described as “one of the most influential economic thinkers today.” In 2015 Mr. Roche was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
Mr. Roche is a Georgetown University alumnus, growing up in the DC area and now living in Southern California with his wife Erica, troublesome collie Cal and 4 irritable laying hens. In addition to being a financial dork Cullen is an avid outdoorsman, mediocre gardener, proficient complex carbohydrate consumer (i.e., loves brownies and cake) and finisher of one of the most difficult IRONMAN races at Cabo in 2015.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
You may connect with Mr. Kostohryz via the following social networks:
When connecting, be sure to identify yourself as a Seeking Alpha reader.
Lawrence Weinman has worked over 20 years in the financial markets advising both institutional and individual investors. His services now include both ongoing fee only asset management and per hour or per project portfolio analysis and allocation reommendations by email/phone or in personal meetings. He is available for personal consulations Calfiornia, New York metropolitan area, South Florida and for US citizens in Israel.
He has worked in the capital markets groups of Citicorp, Morgan Stanley and Societe Generale where he headed the foreign currency options marketing group for North America. Working with individuals he has designed and implemented asset allocation and investment strategies and assisted his clients in retirement and tax planning. Mr. Weinman has presented seminars on financial issues to both lay and professional audiences in the US and abroad and has been quoted in the Wall Street Journal, Business Week, CNN and the Reuters and Bloomberg news services as well as local Southern California media. Mr. Weinman holds a BA from Columbia University and an MBA from the Stern School of Business of New York University. He currently teaches a class on investment management for MBA students.
Michael Ashton has been a recognized leader in developing the U.S. inflation derivatives market. He traded the first interbank U.S. CPI swaps in 2003 and, as a dealer, was a primary liquidity-provider in that market for two large banks. He represented about one-third of interbank swaps volume during his tenures at those firms. He invented and was the sole market-maker for the CME CPI Futures contract. He has written and spoken extensively about the use of inflation-indexed products for hedging real exposures, and has written more broadly in a commentary format about the rates markets and macroeconomy. Mr. Ashton is currently the managing principal at Enduring Investments LLC. His comments on this site and others are not posted in that role, and no opinions of his should be construed to be recommendations of or to reflect the views of his employer. He recently published "What's Wrong With Money? The Biggest Bubble of All."
Intelligent Speculator is a market discussion and research group that focuses mainly on technology stocks and macroeconomic trades. Intelligent Speculator does provide new stock picks usually on a weekly basis that are either outright or long/short trades. Intelligent Speculator provides views of the different trends in the internet marketplace and its effects on the stocks involved. Since the author has both a financial (CFA exams completed) and a technology-based (through various experiences as webmaster/strategist) experience, he has an advantage in looking through the numbers. Visit Intelligent Speculator (http://www.intelligentspeculator.net/)
Aaron Katsman, President and CEO (email@example.com). Aaron develops investment portfolios for clients around the world. He is author of the book Retirement GPS: How to Navigate Your Way to A Secure Financial Future with Global Investing (McGraw-Hill).
A well-respected wealth manager, he writes a popular investment column for the Jerusalem Post. Previously, he was a founder and managed the private banking group for Citigroup in Israel. Prior to Citigroup, he was a senior analyst at a leading Israeli venture capital fund, where he gained an intimate working knowledge of the Israeli hi-tech scene, and was frequently invited to lecture on the Israeli economy.
Aaron has been a contributor for AOL’s Bloggingstocks and has been a guest on CNBC’s Squawk Box.Aaron holds a B.A. in Political Science from Yeshiva University in New York. He is licensed by the Israel Securities Authority and holds the following registrations with FINRA and the SEC in the United States: General Securities Representative Examination (Series 7); Uniform Securities Agent State Law Examination (Series 63); Uniform Investment Adviser Law Examination (Series 65).Securities offered through Portfolio Resources Group, Inc. The opinion's are of the author and not necessarily that of Portfolio Resources Group, Inc. or its affiliates.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Noel Archard, CFA is a Managing Director and Head of Product for North America iShares. He currently heads the iShares product function in the US, which is responsible for product research and development, product management, the management of iShares in capital markets and product services and analytics. Noel joined iShares in 2006, then part of Barclays Global Investors (BGI), which merged with BlackRock in December 2009. Noel is an associate of BlackRock Investments, LLC. BlackRock, Inc. and its affiliates are not affiliated with Seeking Alpha.
He spent over 10 years at The Vanguard Group, first working with their brokerage service unit and then moving into their Exchange Traded Funds group. Noel has a BS degree from Northwestern University and is a Chartered Financial Analyst charterholder (CFA). He is a member of the Financial Analysts of Philadelphia and the CFA Institute, and holds Series 7, 24, 63 and 65 securities licenses.
Michael A. Gayed, CFA, winner of the 2016 Dow Award and 2015 NAAIM Wagner Award, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts according to its ATAC strategies. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners. He has re-released his father's 1990 book Intermarket Analysis and Investing, now available on Amazon.com.
Mr. Spence has been writing about exchange-traded funds, personal finance and financial markets for over a decade. He penned the ETF Investing column at MarketWatch.com for seven years and his work has also appeared in The Wall Street Journal, Washington Post, Chicago Tribune and several other major newspapers.
Mr. Spence first began writing about ETFs in San Francisco in the late 1990s at IndexFunds.com and IndexUniverse.com, and has assisted in the production of a trio of books on investing in markets with ETFs, most recently Active Index Investing (Wiley, 2004).
Mr. Spence earned his undergraduate degree from Middlebury College in Vermont, and an MFA in Writing at University of San Francisco. He currently lives outside Boston with his wife and son. Cooking and kayaking are among his favorite hobbies.
My name is Andrew Jarmon and I'm a consultant in Los Angeles. I am a long term investor that waits for very specific opportunities to arise for the 3+ year timeframe. I also really enjoy trying to spot bubbles and market inefficiencies.
Questions or comments? E-mail me at: firstname.lastname@example.org
Right Blend Investing, LLC is a registered investment advisor based in Hawthorne, New Jersey. RBI is independently owned and fee-based.
RBI was founded by Robert Martorana, who has worked on the buy-side since 1985 as a stock analyst, portfolio manager, research director, financial advisor, and editor of a hedge-fund website. He has been a CFA since 1989 and is a member of the NYSSA.
Mr. Martorana has managed institutional portfolios in both small-cap, and large-cap U.S. equities. He has also managed portfolios for high-net-worth clients in every major asset class. Individual accounts have ranged from under $1 million to over $10 million, and institutional accounts have ranged from $30 million to over $1 billion. During his career, Mr. Martorana has supervised more than 70 asset management professionals, and has published hundreds of reports in print and online.
Additional information is available at www.RightBlendInvesting.com.
Following 23 years with JPMorgan, Simon Lack founded SL Advisors, LLC, in 2009. Prior to that, Simon was CEO and founder of the JPMorgan Incubator Funds, two private equity vehicles that took economic stakes in emerging hedge fund managers. From the late 1980s through 1999 through several bank mergers Simon ran Fixed Income Derivatives and Forward FX trading for JPMorgan and predecessor institutions, ultimately overseeing 50 professionals and $300 million in annual revenues. Simon also sat on JPMorgan’s investment committee allocating over $1 billion to hedge fund managers. He is the author of two books: The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True, published in 2011 to widespread praise from mainstream financial press including The Economist, Financial Times and Wall Street Journal; Bonds Are Not Forever; The Crisis Facing Fixed Income Investors (August 2013). Simon makes regular appearances on cable TV business shows discussing hedge funds and investing.
Doug Short is first-wave boomer with a lifelong interest in markets and the economy. His professional career had been a satisfying split between academia (English Professor at North Carolina State University) and Information technology (IBM and GSK).
Doug retired in 2006 to devote himself full-time to his dshort.com financial website. The domain has now been acquired by Advisor Perspectives, and Doug has been appointed the Vice President of Research.
Doug is especially interested in the economy, long-term market trends and behavioral finance.
We're in the midst of the greatest investing boom in almost 60 years. And rest assured - this boom is not about to end anytime soon.
You see, the flattening of the world continues to spawn new markets worth trillions of dollars; new customers that measure in the billions; an insatiable global demand for basic resources that's growing exponentially ; and a technological revolution even in the most distant markets on the planet.
And Money Morning is here to help investors profit handsomely on this seismic shift in the global economy. In fact, we believe this is where the only real fortunes will be made in the months and years to come.
The bottom line is this: With U.S. influence slipping, and the dollar declining as well, investors who think too narrowly about this transformation will face years of meager returns. But those who embrace this new global reality can make themselves very wealthy.
Please visit us at MoneyMorning.com
Disclaimer: Money Morning and Stansberry & Associates Investment Research are separate companies, and entirely distinct. Their only common thread is a shared parent company, Agora Inc. Agora Inc. was named in the suit by the SEC and was exonerated by the court, and thus dropped from the case. Stansberry & Associates was found civilly liable for a matter that dealt with one writer’s report on a company. The action was not a criminal matter. The case is still on appeal, and no final decision has been made.
Scott is the President of Sabrient Systems LLC, parent company of Gradient Analytics, providing institutional equity research with products that include forensic accounting analytics, quantitative models and rankings, indexes for ETFs, and portfolios for UITs and structured products. He focuses on company strategy, product development, institutional sales, marketing, business development, and client/partner relations, and works closely with subsidiary Gradient Analytics, a forensic accounting research firm. He also writes market commentaries and travels extensively with Sabrient’s institutional partners, speaking at events in support of their sales efforts for co-branded investment portfolios. His prior experience encompasses equity-options trading, operations management, strategic planning, and consulting, including various engineering, analyst, and management positions with Chevron Corp. Scott holds BS and MS degrees in civil engineering from the University of Arizona, and an MBA from California State University-Hayward. http://www.SabrientSystems.com http://www.GradientAnalytics.com http://Linkedin.com/in/ScottMartindale http://Twitter.com/ScottMartindale
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.
Boaz Berkowitz has a unique interest being a Seeking Alpha contributor as he not only has a passion for writing and companies in general, but was also Seeking Alpha's Director of Contributor Relations from 2008 to 2011.
Boaz is currently the Founder & CEO of TalkMarkets, a first of its kind financial website. TalkMarkets is a smart site which covers the entire breadth of the diverse financial realm but is customized and tailored to each individual user. Your interests, preferences, and level of investment sophistication influence what content you see and in what medium. This ensures a browsing experience which is easy, quick and personally relevant. Additionally, we've made interacting easy by incorporating the best social media tools and creating a few of our own.
As the first ever contributor-owned website, TalkMarkets is truly unique and issues its founding contributors equity in the company.
Boaz has a diverse background, having begun his career at Bloomberg L.P. in Manhattan. Later he was lured into the world of e-commerce where for nearly six years he served as the Director of Online Operations for Saturn Enterprises. He has also consulted for several companies including Atlas Air Worldwide Holdings (AAWW), the world's largest operator of 747 cargo aircraft, and GLX, the first global online financial community specifically for investors.
Boaz's interests extend beyond writing - he is involved with several charitable and community organizations. He sits on the Board of Directors for Binghamton University's Hillel and has served as an auxiliary police officer for the NYPD at Manhattan's 24th precinct. Boaz has an unusually supportive and understanding wife and four amazing children.
I founded Seeking Alpha, and lead it for its first 10 years until I passed the CEO role to Eli Hoffmann. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. Seeking Alpha is now the dominant crowdsourced equity research platform.
I wrote the ETF Investment Guide (http://seekingalpha.com/article/15136-etf-investing-guide-one-page-summary-of-the-entire-guide), and I blog about startup best practices at http://davidjaxon.wordpress.com .
I have a B.A from Oxford University and an MSc from The London School of Economics, and am married with five children.
I am the Executive VP of Zacks Investment Research in charge of Zacks.com and all its services for individual investors. I have a top down investment approach with a focus on value and upward earnings estimate revisions. And there is nothing I enjoy more than sharing insights with fellow investors.
ETFDesk aims to be an idea factory for Exchange Traded Fund investing with all the necessary tools to research your own investment ideas as well as the ideas of others.
Our advanced search feature allows users to search ETFs by asset class, holdings, sector, industry, country of origin, leverage, volume, and fund sponsor. Our WaysToPlay feature is an innovative, user-generated investment idea generator, linking blog posts, news articles, economic releases, etc. with ETFs to form an Investment Thesis that is tracked over time.
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.
Gold Stock Trades Editor Jeb Handwerger is a highly sought-after stock analyst syndicated internationally and known throughout the financial industry for his accurate and timely analysis of the equities markets, particularly the metals and mining sector. Subscribe to his FREE Newsletter right now at: http://goldstocktrades.com.
Erik is the senior market technician for Prometheus Market Insight and has been performing chart analysis since 1995. The software program that he developed to monitor long-term stock market trends has correctly identified 92% of the cyclical turning points in the S&P 500 index since 1940. His Gold Currency Index has predicted every major trend change in the US gold market since its creation in 2005.
John Nyaradi is publisher of Wall Street Sector Selector, Your Home for ETF Investing! (www.wall-street-sector-selector.com) a financial media site focused on news, analysis and information about exchange traded funds and global financial and economic developments. John writes a weekly guest column for MarketWatch.com and is a regular contributor to Investor’s Alley, a widely read internet site. His investment articles have appeared in many online publications including Trading Markets, Money Show, Yahoo Finance, Investors Insight, Fidelity, SeekingAlpha, ETF Daily News, iStock Analyst and many others. He has also appeared as a guest on National Business Talk Radio, Sound Investing, and The Index Investing Show and has been a speaker at The Money Show, Las Vegas. His book, "Super Sectors: How to Outsmart the Market Using Sector Rotation and ETFs," is published by John Wiley and Sons and included among the Years Top Investment Books in the 2011 Stock Trader’s Almanac. Every business day, Wall Street Sector Selector: Your Home for ETF Trading!, publishes multiple articles of news, analysis and opinion in the world of exchange traded funds and global economics. John’s articles can be viewed in the “Executive Suite: Wall Street Sector Selector.com ETF News Updates.”
Dr. Stephen Leeb is a recognized authority on the stock market, macroeconomic trends and commodities, especially oil and precious metals.
Dr. Leeb is founder of the Leeb Group, which publishes a line of financial newsletters including The Complete Investor, Leeb Income Performance Letter, Leeb Income Millionaire, Brain Trust Profits, Leeb's Real World Investing and Leeb's Aggressive Trader. His total readership exceeds 100,000. The Complete Investor newsletter has earned two awards for Editorial Excellence, as has Leeb Income Performance.
Dr. Leeb is also Chairman and Chief Investment Officer of a New York-based registered investment advisory firm. Dr. Leeb has been managing large cap growth portfolios since 1999.
Dr. Leeb sits on various boards sharing his strategic perspectives on financial markets and natural resources. Since 2008, Dr. Leeb has been a Director of Plain Sight Systems, a technology holding company centered at Yale University. Plain Sight owns a world-class patent portfolio in areas such as information organization/search, computational analytics, electro-optics, and spectroscopy. These technologies are licensed to Fortune 500 companies and used as part of private buyouts and venture spin-offs.
As part of Plain Sight, Dr. Leeb also sits on the board of Water Intelligence plc, a publicly listed company in England, operating in the water management space and Deep Markets Corporation, a division of Plain Sight developing next generation risk management applications.
Dr. Leeb is also Head of the Advisory Board of Leor Exploration & Production LLC (since 2006 - present) and a member of the advisory boards of Electrum USA Ltd. (since 2007) and Los Gatos. Each of these companies explore for natural resources, especially precious metals and energy.
Dr. Leeb is the author of eight books on investments and financial trends. His latest book, Red Alert: How China's Growing Prosperity Threatens the American Way of Life (Business Plus, 2012) predicts China's coming global domination.
An earlier book, The New York Times best seller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel (Warner Books, 2006), predicted that tightness in global energy supplies would cause the American economy to oscillate between periods of recession and high inflation this century.
Dr. Leeb’s best seller, The Oil Factor: Protect Yourself and Profit from the Coming Energy Crisis (Warner Books, 2004), outlined the relationship between oil prices and stock market performance and accurately predicted the subsequent surge in oil prices. The book was rated among the top investment books of the year by Stock Trader's Almanac 2005.
His earlier best seller, Defying the Market: Profiting in the Turbulent Post-Technology Market Boom (McGraw-Hill; 1999) predicted the collapse of technology stocks and the growing importance of oil, and other hard assets during the 21st century. The book was selected by Library Journal as one of the Best Business Books of 1999.
His first book Getting in on the Ground Floor (Putnam, 1986) predicted the secular bull market in financial assets and the fall in inflation. The book was a main selection of the Money Book Club.
Dr. Leeb earned his Bachelor's degree in Economics from the University of Pennsylvania's Wharton School of Business. He then completed both a Master's degree in Mathematics and a Ph.D. in Psychology at the University of Illinois.