Seeking Alpha

Thomas Doerflinger

I write a blog on politics and the stock market, I spent over 25 years on Wall Street as a senior equity strategist at PaineWebber and UBS. My reports on thematic investing covered such diverse topics as disinflation, income inequality, benign deflation, the virtues of dividend growth stocks and the threat to job growth posed by healthcare reform. One report was cited in the Republican presidential debates and posted on Senator Tom Coburn's website. For over 20 my monthly forecasts of S&P 500 profits were widely followed globally. During the three years I chaired the committee managing the UBS U.S. Key Call List, it significantly outperformed the S&P 500. Before going to Wall Street I ...More
  • Description: Full-time Investor. Trading frequency: Monthly
  • Interests: Dividend stock ideas & income, Stocks - long
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Wall Street and K Street We help readers be better investors by understanding structural trends in the economy, financial markets, and politics. We take a long-term perspective and favor patient investment in high quality growth companies. Though closely attuned to day-to-day developments, we eschew the ephemeral trivia that ...More
Risk and Reward: Venture Capital and the Making of America's Great Industries Risk and Reward shows how six great American industries, ranging from the railroads to biotechnology, were financed when they were getting off the ground. Their interaction with Wall Street varied greatly. Capital-intensive industries such as railroads were dependent on financiers, but major companies in ...More
How Overvalued Are High Yield Stocks? We Deploy The PETTR Principle Aug 18, 2014