Seeking Alpha

Michael Bodman

 
ABOUT
Michael D. Bodman, M.B.A.

I am the principal of Portfolio Economics LLC. I do economic research and publishing. My research starts with macroeconomics before proceeding to specific investment ideas. I believe that investment finance is applied economics.

Unlike sell-side analysts on Wall Street, I present complex investment ideas in plain English and without conflicts of interest, so that you can make better decisions. Please do not use my articles as your only source of information. Good investment finance decisions require careful analysis and due diligence from different perspectives.

Before establishing Portfolio Economics, I was as a research analyst with finance consultancy in Denver, ...More
SNAPSHOT
  • Description: Small business owner. Trading frequency: Infrequent
  • Interests: Alternative Investments, Bonds, Closed End Funds, Commodities, Developed International Markets, Dividend stock ideas & income, ETFs, Emerging Markets, Energy stocks, Forex, Gold, Mutual funds, REITs, Retirement savings, Stocks - long, Tech stocks
COMPANY
Portfolio Economics LLC Portfolio Economics LLC is an independent economic research and publishing company based in Vero Beach, Florida.
BLOG
Portfolio Economics Portfolio Economics offers in-depth economic context and analysis that can be used to develop market strategy.
Book
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LATEST STOCKTALK more »
American Shale: Falling Oil Prices Boosting Global Economy $SLB, $VDE http://seekingalpha.com/p/23y5b Dec 10, 2014