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Macro Economist

ABOUT
I am a 13 year veteran of the buy-side, with over a decade of experience in Investment Management, at one time overseeing several billion dollars in hedge fund assets for institutional clients. Currently, I advise wealthy families on their investment portfolios as well as trade my own money.

Through my various roles, I developed a Tactical Trading Asset Allocation (TAA) Strategy which uses macroeconomic, technical and sentiment clues to exploit the misalignment of interests among participants in the financial markets. The strategy principally rotates between "risk on" and "risk off" on a 3-9 month basis.

Articles on Seeking Alpha are meant to be a snapshot of my views, but do not ...More

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SNAPSHOT
  • Description: Hedge fund manager. Trading frequency: Monthly
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Forex, Mutual funds, Options, Retirement savings, Stocks - long, Stocks - short, Tech stocks
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LATEST STOCKTALK more »
You cannot be serious on this mid day equity rally in the midst of an even stronger bid to bonds (the smart money) Apr 5, 2013