I am currently a market strategist and portfolio manager for the Alpha Macro Strategies Fund. After graduating from the University of Western Ontario with a BA in economics, I successfully completed the CFA program in 2007. Through ten years of experience in the industry I have come to realize my strengths and weaknesses. While my batting average for "correct" ideas is very high (you can scroll through my previous articles for an idea), my timing is not always the best. I tend to only get interested enough in investing in things (stocks, commodities, markets, whatever) when they have reached an extreme. Unfortunately these investments bring big volatility along with big opportunity. So it might make sense to average into any ideas mentioned (as I've learned to do through a series of very painful lessons). Also if you're wondering why my gap between articles is so large, it is mostly due to desire. I only write when I have strong feelings on something and I tend to only have strong feelings on things when people are loudly espousing an opinion opposite to mine.
I recently graduated from California State University, Fullerton with a major in finance and a minor in economics. During my undergrad career, I interned at a global-macro research firm and a real estate private equity fund; both in an analyst role. I was also fortunate enough to be a part of the university's endowment fund management program where a few select finance students are given the opportunity to manage a portfolio for the the school for a full academic year. At present, I'm an analyst at a regional boutique investment bank in Orange County, California and am a Level 3 Candidate in the CFA Program.
Check out my blog for more recent investment ideas.
Nick is a former professional equity trader with Bright Trading, specializing in long/short equity pairs, basket trading, event-driven trading, and contractual relationships. My investment style focuses on credit-spread option trading and value-investing.
I currently work as a portfolio trader for a major institutional investor, and am pursuing the CFA designation.