Nick Barisheff, author of $10,000 Gold: Why Gold's Inevitable Rise Is the Investors Safe Haven, is the founder, President and CEO of Bullion Management Group Inc. (BMG), a company dedicated to providing investors with a secure, cost-effective, transparent way to purchase and hold physical bullion. BMG is an Associate Member of the London Bullion Market Association (LBMA) and the Responsible Investment Assosciation (RIA). Widely recognized as an international bullion expert, Nick has written numerous articles on bullion and current market trends that are published on various news and business websites. He has appeared on BNN, CBC, CNBC and Sun Media, and has been interviewed for countless articles published in leading business publications across North America, Europe and Asia.
Rocco Pendola is an associate editor at Seeking Alpha focusing on technology and the sectors it overlaps with.
In addition to technology, I am interested in dividend growth and income investing.
I make references to music I'm obsessed with (e.g., Old 97s, Elliott Smith, Bruce Springsteen) in my writing. If you notice any of these references, it makes me happy.
Darrin Sadi is a professional trader and investor based in London, England. Darrin has 19 years of experience in the financial industry including buy-side as well as sell-side positions at firms such as (the now infamous!) AIG, Alliance Capital Management, Merrill Lynch and Credit Suisse. Darrin was introduced to the financial markets very early in life due to his father---a 33 year veteran at Merrill Lynch.
Darrin’s early years in the markets were not always easy and he learned his lessons the hard way as many investors and traders do. In 2001, Darrin began searching for an investment / trading methodology that could be applied across asset classes and that would be effective at eliminating the emotional factor as well as minimizing risk. After much experimentation, Darrin found him-self gravitating towards trend-following as an effective means of investing and began constructing an investment methodology anchored by a tool that is now known as the Trend Focus Timing Model. Darrin found that a trend-following approach fit all the criteria he was seeking in an investment method. Trend following could be applied across asset classes and markets and provided clear investment / divestment parameters and rules of engagement.
Darrin built the Trend Focus Timing Model as a tool to help apply these rules to investing regardless of time horizon or style. The model takes into account trend-capture, trend look-back and trend forecasting factors in multiple time frames as well as other essential variables such as support/resistance price clusters, momentum, liquidity and volatility. The Model has been extensively beta-tested over the past five years and is used by Darrin and his clients on a daily basis in their trading, investment and asset allocation decisions.
The service provided by Trend Focus aims to make investors more adept at fine-tuning the timing of their investments and divestments. The web-site contains a wealth of educational resources intended to complement the information provided through the video updates and written commentaries.
When not involved in the markets Darrin lets out steam playing tennis, reading and enjoying London’s rich cultural offerings.
For more information on Trend Focus Ltd. please visit the website on www.trend-focus.com
I am a software engineer for hire. It has been my trade since my first gig ca. 1985, and as a full-time employee and as a consultant during and since my C.S. degree. This profession requires continuous and independent learning to keep up with the fresh college graduates.
I am a financial engineer of necessity, should I hope to ever become financially independent. I apply the same learning approach to economic and financial matters that I use to keep up my employment-related knowledge and skills.
I read everything. Company reports, Fed publications, financial times, scientific journals, economic papers, the wsj, mother earth news, and much more covering agriculture, automotive, aviation, botany, chemistry, construction, economics, electronics, firearms, geology, hvac, history, irrigation, law, medicine, physics, plumbing, wiring, yeast, and a bunch more are on the bookshelf and nightstand just behind my right shoulder. My short-term goal is to know about everything, with more about what I need or want to learn at present. My long-term goal is to know everything about everything.
While history may not repeat exactly the same, I believe it does rhyme. Thus the importance of Cicero's, "Not to know what happened before one was born is always to be a child."
History has led me to invest in companies with a history of growing their dividend. Capital gains are only useful once you turn them into cash flow. History shows you get better results if you skip the conversion. So I invest for cash flow, not for capital gains.
Thru my study of science, history, economics and sociology, I've found the Austrian school of economics to have the most valid explanations of why it happened, how it happened, and what will happen. Because of that I know that silver and gold are money, and so part of my portfolio has long been in Ag and Au for diversification, and part for insurance against history rhyming as pointed out by Mises:
There is no means of avoiding the final collapse of a boom brought about by credit expansion. The alternative is only whether the crisis should come sooner as a result of the voluntary abandonment of further credit expansion, or later as a final and total catastrophe of the currency system involved. --Ludwig von Mises
I don't see any sign of "the voluntary abandonment of further credit expansion."
For those who think everyone but them thinks like lemmings: I do not watch fox news or cnn or msnbc or TV. I listen to the radio 0.75-1.0 hours per day while I commute. Over 90% of that time the station tuned is rock -- alternative, classic, hard, ... but sometimes country. Less than 10% of the time is split between country and a local ABC affiliate for local news and traffic. I'll sometimes listen to time-shifted recordings of financial-related talk shows while working. For entertainment/variety sometimes while working and while I fall asleep I listen to time-shifted recordings of Coast to Coast AM which have the ads removed, typically 4-6 weeks after they air. ("time-shifted" so I can skip the annoying segments be they callers or guests.) I also like to watch the children or the cows or the cat or the birds or the deer or the fox. (The chickens are gone. Gave the last two away as the fox was getting far too bold.)
I believe that our economic situation is vastly misunderstood. The future adverse consequences of this misunderstanding can not be understated. It is for this reason that I write about our economic condition, with a focus toward (economic) Sustainable Prosperity and the future economic condition of the United States.
As for my background: I have investment experience dating back to 1988. This includes advanced knowledge and experience in equities, options, futures, futures options, forex, and economic research. Much of what is written in this site is a corollary to the analytical and modeling work I do, and have done, concerning the financial markets.
I also have corporate experience. This includes Finance, Pricing, Strategy, Business Analysis and Business Planning; and various aspects of Marketing Management.
My education includes an MBA from University of Chicago and an Undergraduate Degree (B.S.) in Business from Indiana University.
Prior publishing credits include Barron’s, Director’s Monthly, and a contributor to the book “The Art of M&A Integration.”
Matt Blackman, CMT is a technical trader, author, reviewer, keynote speaker and regular contributor to a number of trading publications and investment/trading websites in North America and Europe. Blackman is the host of a trading website TradeSystemGuru.com (http://www.TradeSystemGuru.com) and writes a weekly stock market letter. As well as mentions, quotes, and articles published on such websites as Barron’s Online, Reuters, CBS MarketWatch and Trade2Win.com, his articles have appeared in publications including Technical Analysis of Stocks & Commodities magazine, SFO (Stocks, Futures & Options) Magazine, Trader Monthly Working Money, Physicians Money Digest, Laffer Economics, The Wellington Letter, Traders.com Advantage, Traders Mag (Europe), Active Trader and Investopedia.com. He has also written articles on a wide variety of international finance and e-commerce business-related topics for such publications as E-Commerce Quarterly, Offshore Finance USA, Offshore Finance Canada, Offshore Outlook, Shore-to-Shore, and Shoreliner magazine, the official membership publication for the Offshore Institute. In a September 2004 article for Offshore Investment Magazine, he was referred to as “one of Western Canada’s leading international financial analysts” by Walter H. Diamond, economist and author of more than 80 texts on international taxation and trade. Blackman is a member of the Market Technicians Association (MTA) and the Technical Securities Analysts Association (TSAA). He earned the Chartered Market Designation (CMT) and a B.Sc. (Honors) degree from Simon Fraser University. He can be reached via email (mailto:email@example.com).
Maz Jadallah is the founder of AlphaClone, a technology-driven investment management firm where he serves as CEO and Portfolio Manager. Prior to founding AlphaClone, Maz spent 12 years in senior financial analyst, strategy and technology management roles. Most recently Maz was SVP of Corporate Development at Nasdaq-traded OpenTV. Prior to that, Maz worked at Time Warner Inc where amongst other roles he served as Senior Director reporting directly to Richard Parsons, the then co-COO. Maz is a life long investor, a registered investment advisor representative and has a Series 65 license. He holds an MBA with honors in Finance and Management from Rollins College and a BS in Industrial Engineering from Texas Tech University.
I am the Founder and CEO of Hedgeable. Hedgeable is a next generation investing brand revolutionizing the retirement market.
My market commentary has been featured in such places as MarketWatch, CNN Money, Forbes, Yahoo, the AP, The Washington Post, ABC News, and the Boston Globe. Hedgeable has been featured in Bloomberg BusinessWeek, Barron's, The Economist, SmartMoney,The New York Times, Reuters, American Banker, Financial Planning, and Wall Street & Technology.
I was formerly at Spruce Private Investors, a $3.0 billion money manager, named in 2011 by Private Asset Management Magazine as the top wealth manager in the United States. Prior to that I was at Bridgewater Associates, an $80 billion global macro hedge fund.
I can be reached at firstname.lastname@example.org.
My mission is to provide individuals the ability and resources to decide what is best for them rather than what is best for others. Understanding and educating clients will build a stronger relationship. The power of change to a more honest environment will not come from one individual fighting against the crowd but teaching the crowd to recognize the issues and plan accordingly. Offering clients the highest level of service that exceeds the standards of any leading investment firm and exercising the vision and expertise that I have developed makes me uniquely suited to carry out my client’s investment goals in this dynamic economic environment.
Francisco Martin is the founder and Managing Director of MK Capital Partners LLC, a Global advisory boutique firm specializing in various industries.
He previously held the position of Managing Director and was a Co-Founder of Martin Asset Management and MAM Wealth Management in Los Angeles where in 2003 he started the Private Client Service's investment advisory business unit for HNWIs and families in Southern California.
Francisco originally started his private banking career at Union Bank of Switzerland in Zurich and later joined Bank Julius Baer’s Private Bank in San Francisco, where he was
responsible to construct hedging strategies for single stock positions. By 2000, Francisco Martin was appointed Vice President of Bank Julius Baer & Co. Ltd. and was in charge of Private Client Services for the States of California, Nevada and Arizona as well as Latin America. In 2001 he was appointed Head Entertainment Division North America, responsible for high net worth clients within that sector.
Francisco holds a master degree in Economics from the Hoehere Wirtschafts - und Verwaltungsschule, Basel (Switzerland).
Said N. Haidar is a graduate of Harvard College (AB in Economics) and Harvard University (AM in Economics). He went on to study in Ph.D. program at the University of Chicago where he completed all requirements other than a dissertation.
From 1986 to 1989, Mr. Haidar was a Vice President and Quantitative Research Manager in the Institutional Futures and Options Department at Drexel Burnham Lambert where he was responsible for quantitative analysis in listed products. From 1989 to 1994, Mr. Haidar was a Senior Vice President and Head of the Quantitative Strategies Group and later Head of the Derivative Strategies Group at Lehman Brothers. The Quantitative Strategies Group was responsible for relative value research in listed derivatives as well as risk management in OTC foreign exchange and commodity products. The Derivative Strategies Group was responsible for risk management, pricing of embedded options in structured products as well as relative value ideas in the Financial Products Group at Lehman.
From 1994 to 1997, Mr. Haidar worked at Credit Suisse First Boston as a Director and Head of Proprietary Trading Research. He helped create a multui-market fixed income proprietary trading desk, built risk and trading analytics as was involved in all aspects of managing the business. In 1997, he founded Haidar Capital Management, an alternative asset manager that specializes in global macro and quantitative investing. Clients of Haidar Capital Management LLC may have positions in securities or markets or utilize strategies that are discussed in this blog.
Mr. Haidar is a member of the American Economic Association, the American Finance Associtation, the Econometrica Society and the Financial Studies Association
. The ideas, views or opinions expressed in this article are solely those of the author. Any actions you take as a result of any information, opinion, analysis or strategy discussed in this article are ultimately your responsibility
Prescience Investment Group is a research-driven, performance-oriented investment firm. Prescience manages a private investment fund on behalf of its clients and principals with the objective of generating superior absolute investment returns over the full cycle of market and economic conditions.
We specialize in extensive, investigative research on difficult-to-analyze or obscure public companies in order to develop unique insights and identify singular investment opportunities. We seek out abnormally large disparities between what businesses are intrinsically worth and what they sell for and invest accordingly, long and short.
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.
In 2008, Derek Pilecki founded Gator Capital Management (http://www.gatorcapital.com). At Gator, Derek is a Portfolio Manager and is the firm's Managing Member. Gator Capital Management serves as the advisor to the Gator Focus Fund. He can be reached at email@example.com.
From 2003 through 2008, Derek was a co-Chair of the Investment Committee and a Portfolio Manager for Goldman Sach’s Growth Equity Team, where he helped to manage $30 billion in high quality growth stocks. Derek was also a member of the portfolio management team responsible for the Goldman Sachs Capital Growth Fund, and provided primary coverage of the financial sector for the Growth Team.
Prior to Goldman, Derek was an Analyst at Clover Capital Management in Rochester, New York and Burridge Growth Partners (now part of Essex Investments) in Chicago, Illinois. Before entering graduate school, Derek worked at Fannie Mae providing risk analysis for the company’s mortgage investment portfolio.
Derek holds an MBA with honors in Finance and Accounting from the University of Chicago and a BA in Economics from Duke University.
Paul V. Azzopardi is an investment counsel. Paul initially trained and worked as a professional accountant and then obtained an MBA from the University of British Columbia. He has worked in the securities industry for the last twenty-five years as a manager of private client accounts, mostly analyzing and recommending income investments, such as dividend stocks, bonds, ETFs and options.
Paul's book "Behavioural Technical Analysis was published by Harriman House. In the book he explores in a practical manner the links between human behavior as studied by behavioral finance and technical analysis and suggests a new behavioral model to explain market phenomena.
His first book, "Investment and Finance - A Common Sense Approach", an investment primer, was published in 2004 by Progress Press, and deals with fundamental analysis..
He lives in Ontario, Canada, and can be contacted at firstname.lastname@example.org (mailto:email@example.com).
David J. Roskoph is a Certified Financial Planner and MBA. David has over 20 years in the securities industry with positions ranging from options floor market maker to financial and operations principal. David is the founder and Investment Advisor Representative of Total Asset Performance (http://www.TotalAssetPerformance.com/), an investment advisory based in the state of Washington. David Seeks Alpha through sophisticated risk management that has produced outstanding results. David opened a hedge fund in February 2008. The hedge fund emphasizes global investing and options strategies. Visit David Roskoph (http://www.DavidRoskoph.com/)'s Blog. Visit David's website, Total Asset Performance (http://www.TotalAssetPerformance.com/).
The Daily Bail: The Bailout News Central Depository.
The public bailouts of private failure must stop. The Daily Bail was created to fight the immoral transfer of trillions in debt from failed, private banks onto the backs of future generations. If not stopped there will be $10 trillion of debt created by our government in the next five years, (http://dailybail.com/home/2009/2/16/land-of-the-free-and-home-of-the-broke-the-united-states-of.html) and most of it given to the banks. That amount is equal to 10 times (10X) our total national debt from our first 216 years as a nation, the $1 trillion accumulated between 1776 and 1992.
Accordingly, we're here to keep tabs on the heist. To provide an official daily record of the generational pillaging. We find it, sort it and then publish it in one place every day: all the bailout news, opinion, analysis, daily videos, comedy, and even songs and cartoons. There will be bad attitude. (http://dailybail.com/home/2009/2/19/insane-america-obama-wants-you-to-bailout-the-asshats-who-li.html)We know we might get sued for what we write about these scumbag, public-dole CEOs. But we own these companies now, and we recommend their CEOs begin to behave accordingly. Otherwise, we'll be happy to profile these riptards all over our pages. Incessantly. Watch and see how brutal we become (http://dailybail.com/home/2009/2/23/the-bank-bailout-verdict-we-are-a-nation-led-by-idiots.html) now that we're getting really pissed off.
And since nobody obsesses in quite the way we do, we expect to remain the only news aggregation source for all stories related to the institutionally dysfunctional, painfully inept and completely counter-productive taxpayer bailout of failed people, ideas, businesses, pensions, municipalities, states and ultimately, we fear, of our federal government.
Tell your friends and family about what's going on in Washington. Help us spread the word about the generationally immoral transfer of debt from failed, private banks directly onto the backs of your children. And to young people directly, seriously wake up, and realize that it's mostly your cash that's headed out the door.
The author and publisher of The Daily Bail is a former CNN financial reporter and sell-side equities analyst for a top-tier investment bank.
Visit The Daily Bail (http://dailybail.com/)
Subscribe to The Daily Bail RSS Feed (http://dailybail.com/home/rss.xml)
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
Gregory Pepin is a co-partner of a Wealth Management company in switzerland. He has a Master of Science degree in Finance and Actuary Science from HEC Lausanne (Switzerland). He also teaches Finance at the University of St. Joseph (Lebanon).
Gregory is a strong believer of the Graham Theory that advises to invest for the long term based on fundamentals. He applies this strategy for his own portfolio and all of the funds he manages for customers in his wealth management company.
Sober Look (www.SoberLook.com) is a financial blog that deals with issues in capital markets, risk management, the economy, the financial services industry, and regulatory policy, with emphasis on finance education. The goal is to get beyond the hype and hysteria and focus on real issues, using facts and data from primary sources.
Send us tips, questions, suggestions, comments, guest posts - you can remain anonymous if you wish: tips@SoberLook.com
Rob Viglione is a real estate investment consultant and owner of SoCal Real Estate Advisors, Inc.(www.socalrea.com), a firm specialized in real estate analysis and risk management. He is also managing director and General Partner of Viglione & Associates Assurance Group, L.P., and runs the Viglow Scholarship Fund. His political and economic philosophies can be found on www.thefreedomfactory.us.
Nick Gogerty he has worked at a value based hedge fund, a quant forex desk and debt prop desks, various technology and marketing firms and a deep future science research lab as well as one of the world's largest hedge funds. He is to be a guest lecturer at Columbia's Value Investing program fall 2014 and wrote, The Nature of Value published by Columbia University Press.
His experience and passion runs deeply across multiple market sectors, audiences and geographies.
Mr Gogerty has lived in 6 countries across 3 global regions, solving complex business problems.
Previously, Mr. Gogerty developed commodity hedge fund portfolios and indexes, working as a quantitative developer and trader on a proprietary foreign exchange desk in London. In addition, Mr. Gogerty has been a serial entrepreneur in convergence spaces between technology and media. He has also testified before the U.S. Senate on technology and counter-party financial risk with regard to the year 2000 transition.
Mr. Gogerty holds a Bachelor of Arts in cultural anthropology from the University of Iowa, an M.B.A. from the Ecole de Ponts et Chaussees in Paris. He holds or has held Series 3, 7, 63 and FSA licenses. Nick holds the Chartered Alternative Investment Analyst (CAIA) (http://www.caia.org/) designation. Mr. Gogerty lives in New York City with his wife Mercedes, where he enjoys reading about finance, technology, design, applied science and sustainable development in emerging economies. visit www.thenatureofvalue.com
Joe Ponzio learned investing the hard way. He was burned by an adviser, losing 80% on his investments and even more when the adviser stole money and skipped the country. He went to work for two of Wall Street's largest firms where he learned everything but investing. Self-educated in business and investing, Joe went on to form Ponzio Capital, an independent firm focused on value investing.
Frank Holmes is CEO and chief investment officer of U.S. Global Investors, Inc., a boutique investment advisory firm based in San Antonio that manages domestic and offshore funds specializing in the natural resources and emerging markets sectors. The company’s no-load mutual funds include the Global Resources Fund (PSPFX), the World Precious Minerals Fund (UNWPX) and the Gold and Precious Metals Fund (USERX). For more insight and perspective from Mr. Holmes, please visit his investment blog, “Frank Talk” (http://www.usfunds.com/investor-resources/frank-talk/).
I have over 25 years of Wall Street experience trading and managing risk in multiple markets. Early on I traded High Grade Corporates for Drexel Burnham. This gave me an in-depth knowledge of credit spreads as well as how and why they move. Later in my career I was Chief Dealer of Interest Rate Options for Barclays Bank Plc. in New York. This allowed me to gain practical knowledge of the derivatives market as well as how to manage option risk. Additionally I have built technical trading models and managed commodity portfolios for Tamiso & Company a CTA that has been in business since 1983 as well as my own small CTA, Market Strategies Mgmt., LLC.
These experiences formed the pool of knowledge from which I drew to build the CEC Strategy. A practical, in-depth understanding of credit spreads and optionality combined with well disciplined risk management learned from the commodity markets all join together to produce a trading strategy that produces high quality, low volatility returns.
Visit his websites: Market Strategies Management (http://www.marketstrategiesmgmt.com/)