Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month. Since 1991, I have managed the hedge fund Crown Capital in Marin County, California.
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha a little over three years ago and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
I work on the crossroads of design, branding, consumer research and product development. Occasionally, I buy shares of companies, whose industry I understand or work in.
However, I take capitalism and its machinations with the necessary spoonful of quality Swedish stone salt.
Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
Electrical Engineer specializing in Dynamical Systems and their control, analysis, synthesis, modeling, and simulation. Analytical background has allowed me to moonlight and contribute in related areas including optics, celestial mechanics, and other space and satellite associated disciplines. I develop and perform detailed systems analysis of complex multi-discipline systems.
“When you are inspired by some great purpose, some extraordinary project, all your thoughts break their bonds: Your mind transcends limitations, your consciousness expands in every direction, and you find yourself in a new, great and wonderful world. Dormant forces, faculties and talents become alive, and you discover yourself to be a greater person by far than you ever dreamed yourself to be.” (Author - Patanjali)
“Tentative efforts lead to tentative outcomes. Therefore, give yourself fully to your endeavors. Decide to construct your character through excellent actions and determine to pay the price of a worthy goal. The trials you encounter will introduce you to your strengths. Remain steadfast...and one day you will build something that endures: something worthy of your potential.” (Author - Epictetus)
"Hope sees the invisible, feels the intangible, and achieves the impossible." (Author - Unknown)
"When I stand before God at the end of my life, I would hope that I would not have a single bit of talent left, and could say, 'I used everything you gave me." (Author - Erma Bombeck)
I am a dynamic figure, often seen scaling glacier walls and hang gliding off tall buildings to survey the best urban party spots. I can ride my bicycle up almost any incline without slowing down—the laws of physics do not apply to me. I am a talented academic, but absent-minded: I once figured out the meaning of life, but forgot to write it down. Although not a commercial success, my book “What Your Orchestra Teacher Never Told You About Double Reed Technique: The Oboe and Bassoon Player’s Guide to Dating Beautiful Women” drew enthusiastic praise from both sexes.
Steven Hansen is an international business and industrial consultant specializing in turning around troubled business units; consults to governments to optimize process flows; and provides economic indicator analysis based on unadjusted data and process limitations.
European Physician, Residency in internal medicine and critical care.
Professional experience in clinical research and at a top-tier management consulting firm, advising clients in the pharmaceutical and healthcare PE industry.
Successfully invested in biotech for over a decade with a value-based approach
John Rubino manages the financial website DollarCollapse.com. He is the co-author, with GoldMoney’s James Turk, of The Money Bubble (DollarCollapse Press, 2014) and The Collapse of the Dollar and How to Profit From It (Doubleday, 2007), and author of Clean Money: Picking Winners in the Green-Tech Boom (Wiley, 2008), How to Profit from the Coming Real Estate Bust (Rodale, 2003) and Main Street, Not Wall Street (Morrow, 1998). After earning a Finance MBA from New York University, he spent the 1980s on Wall Street, as a money market trader, equity analyst and junk bond analyst. During the 1990s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. He currently writes for CFA Magazine.
I am a 43 year veteran of Wall Street. My first 26 years were spent on the buy-side as an institutional money manager. I have spent the last 13 years as a sell-side strategist. I am a life long contrarian who finds it easy to take positions quite apart from the crowd. I am most comfortable with my forecasts when my macro and technical analysis are in sync and when my views are at odds with the consensus. I've always been fascinated by the behavioral aspects of investing. Years of observing investor behavior has led me to the conclusion that investor psychology may be the most powerful emotional force in the universe, more powerful than love or hate. It causes otherwise rational beings to make some very irrational decisions. I think every investor should read Extraordinary Popular Delusions and the Madness of Crowds by Charles MacKay.
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.
Post-grad degree in Econ and Stats; qualifications, and long career, in computer programming and business analysis.
No special expertise in accounting or finance. Just another retail investor.
An avid investor since the age of 10, Ryan Edward has appeared on Fool.com, GuruFocus.com and InvestSide.com. He is quoted frequently on Yahoo! Finance, and publishes regular articles on SeekingAlpha.com. Ryan has a fresh perspective and a passion for making money. He has a track record of identifying value stocks that outperform the market.
I have been in the financial services industry for 15 years as a broker, wholesaler and as a director of research for insurance products where I commented on current events and have written studies. I am less active on the trading front than I used to be and primarily buy ETFs and mutual funds, and like to trade currencies.
While I hold extensive knowledge on the markets, I have devoted much of my last few years to the variable annuity industry. These products mix the best of both worlds, investments with guarantees, and I try to help individuals understand how the products work at http://www.annuityiq.com.
I have seen it all in the industry, from the good to the bad, and never hold back what I really think is happening. You will find my honesty refreshing and entertaining. I will always admit it if I make a mistake and have thick skin, so feel free to criticize me because I do not know everything, but love to learn.
My user name is my middle name, I use it because I like it and I do consulting work where it makes sense for me to use an alias versus my full name - hey, we all have to make a living, right? Don't get your hopes up for inside info, I work with insurers on the product development side.
I strongly advise any reader to make sure they do their own research or consult a financial advisor before investing in anything.
Roger Barris is a founding partner of a real estate investment firm, Peakside Capital, that manages approximately EUR 1.7bn of real estate in Europe. Roger is a US citizen who has been resident in Europe for over 20 years. Roger is an active investor on a personal basis, particularly for short positions. Roger publishes a economics and politics blog (www.economicmanblog.com) and is frequently published on real estate subjects. Roger has a BA in Economics from Bowdoin College and an MBA in Finance from the University of Michigan. Roger has previously worked at Goldman Sachs, Merrill Lynch and Deutsche Bank.
Long in high dividend stocks, with semi-annual portfolio adjustments for gain consolidation: by far my most successful strategy. Will continue for the for the remainder of actuarial expectation. Occasionally I undertake small size but high-risk option trades in volatile issues, mostly (1) energy-related and (2) power electronics technology.
Career experience mostly in power systems (aero, auto and critical power).
Lately cranky and unforgiving, but generally collegial.
Mid Market M&A consultant specializing in technology and energy industries. Individual Investor for over 25 years. Growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
I have a keen sense of cutting through management and Investment banker commentary and seeing true value of companies. A lot of my views tend to be controversial for that reason but at the same time remarkably accurate.
To get a feel for my writing, readers can puruse a few of my recent against the grain calls:- with extremely high success rates.
Volte-Face Investments represents the writings of an independent investment manager who managed a long/short equity fund. The author worked for a major Wall Street firm for 12 years before leaving to start his own business in 2009. Since then he has been pursuing investment management full time. The purpose of the articles is to explain the thinking with regards to a particular investment opportunity and to provide readers with a foundation from which they can begin their own due diligence. Volte-Face Investment's writings are not solicitations to transact any security. For further information or consulting, please contact directly via direct message or direct message on twitter @voltefaceinvest