Seeking Alpha

Michael Bodman

Michael D. Bodman, M.B.A.

I am the principal of Portfolio Economics LLC. My research starts with macroeconomics before proceeding to specific investment ideas.

I believe that investment finance is best understood as 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 a Denver-based finance consultancy in ...More
  • 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
Portfolio Economics LLC Portfolio Economics LLC is an independent company based in Vero Beach, Florida.
Portfolio Muse Portfolio Muse offers in-depth economic context and analysis that can be used to develop market strategy. Unlike Wall Street, Portfolio Muse presents complex investment ideas in plain English, so that you can make more informed decisions about money.
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American Shale: Falling Oil Prices Boosting Global Economy $SLB, $VDE Dec 10, 2014