Sy Harding founded Asset Management Research Corporation in 1988 for the purpose of providing stock market and economic research to institutions and serious investors. Harding’s engineering background, coupled with his experience in operating high-tech businesses through numerous economic cycles, made it natural that the research involves technical analysis and charting, as well as analysis of the economic fundamentals that affect markets and individual stocks.
The firm publishes its research on its website at www.StreetSmartReport.com.
Harding is frequently ranked highly in the ‘Top Ten Market Timers in the U.S.’, and is quoted frequently in the financial media.
He wrote the timely 1999 book Riding the Bear – How to Prosper in the Coming Bear Market, which accurately predicted the 2000-2002 bear market. It also introduced Sy’s remarkable Seasonal Timing Strategy, which more than doubled the performance of the S&P 500 and Nasdaq in the nine years since, without a single down year even in the serious 2000-2002 bear market.
He has a new book out ‘How to Beat the Market the Easy Way’, which reveals several new seasonal timing strategies, from short-term to long-term, which have a history of out-performing the market, while exposing investors to less than 50% of market risk.
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Only days after the S&P 500 crashed to the depths of hell at 666, the Hoffman brothers launched Wall St. Cheat Sheet: one of the fastest growing financial media sites on the web. Like a samurai, our mission is to cut through the bull and bear sh** with extraordinary insights, a fresh voice, and razor-sharp wit. We provide the highest quality education and information for active investors and financial professionals. We are official contributors to Yahoo Finance, CNNMoney, the Chicago Mercantile Exchange, Business Insider, The Huffington Post, Minyanville, SeekingAlpha, and Zero Hedge. Our work has been cited in top finance and trading outlets such as The Wall Street Journal, MarketWatch, Financial Times, The Big Picture, Real Clear Markets, The Atlantic, Business Insider, The Huffington Post, Infectious Greed, DealBreaker, CBS MoneyWatch, Kiplinger, Investment Postcards, ZeroHedge, Business Pundit, TraderFeed, The Kirk Report, AbnormalReturns, and more.
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Damien Hoffman, Esq. decided to launch a financial website and exclusive subscription-based newsletter after achieving a 63% return versus a -48% return for the S&P over a nearly two year time frame as a co-founder of popular stock blog SmartGuyStocks (member of the Forbes Business and Finance Blog Network, and certified by Seeking Alpha). Mr Hoffman is currently Editor-in-Chief of Wall St. Cheat Sheet and trades full-time. After graduating early with honors from Duke University, he raised private equity with friends during the late Nineties to launch a successful start-up. Mr. Hoffman went on to work for boutique sports investment bank Inner Circle LLP where he worked on the sale of the NBA franchise New Jersey Nets to Brooklyn real estate development firm Forest City Ratner Companies (NYSE: FCE-A). Mr. Hoffman also graduated with honors from the University of Miami School of Law as a Dean’s Merit Scholar. He clerked at the Florida Supreme Court for the Honorable Justice Kenneth Bell and Central Staff. In 2006 at Harvard Law School he gave a guest lecture entitled, “Business and Law in the New Independent Music Industry.”
Derek Hoffman joined efforts with his brother to launch Wall St. Cheat Sheet after a decade of investing experience and outperforming the S&P 500 over the past 5 years. Mr. Hoffman is currently the CEO of Wall St. Cheat Sheet and trades full-time. He is a regular contributor to CNNMoney. His long-term investments and short-term trades have yielded extraordinarily successful results: double digit annual returns. Mr. Hoffman has handled media investment and tactical strategy planning for Procter & Gamble and Gillette’s national asset portfolio. He has also worked in private wealth management for Morgan Stanley. Mr. Hoffman graduated early from the University of Michigan’s world class economics department.
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Andrew Shapiro is Founder, President and Portfolio Manager of Lawndale Capital Management, an investment advisor that has managed activist hedge funds focused on small- and micro-cap companies for over 23 years, one of the longest periods of experience deploying an activist/relational investment strategy today. Mr. Shapiro’s proactive ownership approach has been effective in directly creating and unlocking shareholder value in Lawndale’s portfolio companies and has contributed to Lawndale’s activist funds often being ranked among the top event-driven and small-cap value funds in peer databases for long-term performance. In addition to leading Lawndale, Mr. Shapiro has also served as a Director or Observer on portfolio company boards and debt and equity bankruptcy committees. Mr. Shapiro is a member of the National Association of Corporate Directors (NACD) and, via Lawndale, has been a long-time Sustaining Member of the Council of Institutional Investors (CII).
Mr. Shapiro has more than two decades of portfolio management and analytically varied experience from a number of "buy-side" positions, employing a rare combination of credit, legal and equity analytic and workout skills. Prior to founding the Lawndale organization in 1992, Mr. Shapiro managed the workout and restructuring of large portfolios of high-yield bonds, distressed equities and risk arbitrage securities for the Belzberg family's entity, First City Capital. Before joining First City, Mr. Shapiro was involved in numerous highly leveraged corporate acquisition and recapitalization transactions for both Manufacturers Hanover Trust and the Spectrum Group, a private equity firm.
Mr. Shapiro received his JD degree from the UCLA School of Law where he was an Olin Fellow, an MBA from UCLA's Anderson Graduate School of Management where he was a Venture Capital Fellow and a BS in Business Administration from UC Berkeley's Haas School of Business, where he has taught finance courses and frequently guest lectures.
Mr. Shapiro was recently selected to the 2012 NACD Directorship 100, a list of the most influential leaders in the boardroom and corporate governance community. He is often quoted on matters of corporate governance, fiduciary duty and activist investing and has been the subject of several articles, including a Business Week article in 2000 calling him “The Gary Cooper of Governance”. Mr. Shapiro frequent speaks and panels on corporate governance and activist investing issues at a broad range of prestigious forums that include the Council of Institutional Investors, National Association of Corporate Directors, American Society of Corporate Secretaries, SEC Advisory Committee on Small Public Companies, and the Director’s education programs of Stanford Law School, UCLA Anderson Grad. School of Mgmt., the Wisconsin Business School and Yale’s Millstein Center for Corporate Governance, among others. Mr. Shapiro is a Contributing Author at Seeking Alpha.
Mr. Shapiro started Lawndale’s funds in 1993 with only $188,000 under management and through performance and added capital has grown the firm’s managed assets substantially. Lawndale applies a private equity approach through active and relational ownership of public company securities. In most investments, Lawndale plays a constructive relational role by actively working with boards and management teams to help them achieve their strategic and operating goals. In other instances, Lawndale is a direct value-unlocking catalyst, utilizing a range of tools that include aggressively promoting improvements in a company's governance and operational structures, proxy actions, asserting shareowner’s legal rights and taking active roles in restructuring and buyout proposal negotiations..
Investing is never ‘no sweat’ but how about some 'low sweat' investing? That’s what I call my personal investing approach, which I think can work well for people living on their portfolios (or planning to).
My approach is simple: a diversified portfolio of stocks with dividends that rise to offset inflation, high quality fixed income investments, as well as a few higher yielding diversifiers like REITs and other alternative asset classes. I've been investing this way since the bear market of 2000-2002 and it has served me well in good markets and bad.
I’m an everyday investor living in a California beach town. Before deciding to support myself solely through investing (which is making money) and writing (which is making no money) I worked for a large advertising agency.
I’ve researched and written a number of articles and other posts on Seeking Alpha, mostly about dividend-growth stocks, but also on ETFs, the stock market and the economy. I also reviewed three books, including a couple of offbeat ones for financial adventure lovers.
The articles (and many of the Instablog posts) include references and links to the important numbers, news, studies, analysts' views, and strategists' outlooks I uncovered in researching the stories. That way, readers who want to know more can check it all out, or just dig deeper into an item or two that interests them most.
The Rational Walk was created to provide a platform to publish equity research based on value investing principles. We believe that diligent and thorough security analysis has the potential to identify opportunities in the financial markets for the small number of investors who truly have long time horizons and the appropriate temperament to ignore short term market fluctuations. The Rational Walk’s extensive coverage of Berkshire Hathaway has been mentioned in several news articles.
I write about dividend growth stocks on my website www.dividendgrowthinvestor.com.
I am mostly a buyer of high quality dividend stocks, with solid competitive advantages. My holding period is forever, as long as the dividend is at least maintained. I tend to concentrate my efforts on stocks which grow earnings and dividends, which provides outstanding total returns over time. I only focus my attention to stocks with sustainable dividend payments. I am also a firm believer in diversification accross sectors and geographic locations.
I have been focusing my attention particularly to companies that regularly increase dividends to their shareholders on my website. On my blog I share my thoughts on investing in dividend paying stocks that have consistently increased their payments over time and tips on growing my dividend income. I hope that my blog will serve as an inspiration for my readers and that it would change their financial lives for the better.
Visit my website, Dividend Growth Investor (http://www.dividendgrowthinvestor.com/)
I am 38 years old, married and have two daughters 3 and 5. I live upstate New York near Ithaca.
My aim is to be objective about the macro investment environment and to provide sound analysis on stocks.
I'm a fan of the following people to help give a perspective of my biases I may hold with regards to investment and economics: Adam Smith, Milton Friedman, Charles Schwab (Steel Tycoon), Martin Armstrong, Peter Bernstein (Author), Henry Ford, Ayn Rand, to name a few.
Dr. Stephen Leeb is a recognized authority on the stock market, macroeconomic trends and commodities, especially oil and precious metals.
Dr. Leeb is founder of the Leeb Group, which publishes a line of financial newsletters including The Complete Investor, Leeb Income Performance Letter, Leeb Income Millionaire, Brain Trust Profits, Leeb's Real World Investing and Leeb's Aggressive Trader. His total readership exceeds 100,000. The Complete Investor newsletter has earned two awards for Editorial Excellence, as has Leeb Income Performance.
Dr. Leeb is also Chairman and Chief Investment Officer of a New York-based registered investment advisory firm. Dr. Leeb has been managing large cap growth portfolios since 1999.
Dr. Leeb sits on various boards sharing his strategic perspectives on financial markets and natural resources. Since 2008, Dr. Leeb has been a Director of Plain Sight Systems, a technology holding company centered at Yale University. Plain Sight owns a world-class patent portfolio in areas such as information organization/search, computational analytics, electro-optics, and spectroscopy. These technologies are licensed to Fortune 500 companies and used as part of private buyouts and venture spin-offs.
As part of Plain Sight, Dr. Leeb also sits on the board of Water Intelligence plc, a publicly listed company in England, operating in the water management space and Deep Markets Corporation, a division of Plain Sight developing next generation risk management applications.
Dr. Leeb is also Head of the Advisory Board of Leor Exploration & Production LLC (since 2006 - present) and a member of the advisory boards of Electrum USA Ltd. (since 2007) and Los Gatos. Each of these companies explore for natural resources, especially precious metals and energy.
Dr. Leeb is the author of eight books on investments and financial trends. His latest book, Red Alert: How China's Growing Prosperity Threatens the American Way of Life (Business Plus, 2012) predicts China's coming global domination.
An earlier book, The New York Times best seller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel (Warner Books, 2006), predicted that tightness in global energy supplies would cause the American economy to oscillate between periods of recession and high inflation this century.
Dr. Leeb’s best seller, The Oil Factor: Protect Yourself and Profit from the Coming Energy Crisis (Warner Books, 2004), outlined the relationship between oil prices and stock market performance and accurately predicted the subsequent surge in oil prices. The book was rated among the top investment books of the year by Stock Trader's Almanac 2005.
His earlier best seller, Defying the Market: Profiting in the Turbulent Post-Technology Market Boom (McGraw-Hill; 1999) predicted the collapse of technology stocks and the growing importance of oil, and other hard assets during the 21st century. The book was selected by Library Journal as one of the Best Business Books of 1999.
His first book Getting in on the Ground Floor (Putnam, 1986) predicted the secular bull market in financial assets and the fall in inflation. The book was a main selection of the Money Book Club.
Dr. Leeb earned his Bachelor's degree in Economics from the University of Pennsylvania's Wharton School of Business. He then completed both a Master's degree in Mathematics and a Ph.D. in Psychology at the University of Illinois.
In the early 1990s, during the middle of a secular bull market, I began work on "A Modern Approach To Graham and Dodd Investing," that was not particularly suited for the decade of the 1990s, but was ideally suited for the following "Lost Decade" of the 2000s.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Dr. John Hussman is the president and principal shareholder of Hussman Econometrics Advisors, the investment advisory firm that manages the Hussman Funds ( http://www.hussmanfunds.com). He holds a Ph.D. in economics from Stanford University, and a Masters degree in education and social policy and a bachelors degree in economics from Northwestern University. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. In the mid-1980's, Dr Hussman worked as an options mathematician for Peters & Company at the Chicago Board of Trade, and in 1988 began publishing the Hussman Econometrics newsletter. Virtually all of Dr. Hussman's liquid assets are invested in the Hussman Funds.
Note: Dr. Hussman is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Dr. Hussman's public commentary.
Mike Shedlock (Mish) is a registered investment advisor representative for SitkaPacific Capital Management (http://www.sitkapacific.com/). Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.
Visit Sitka Pacific's Account Management Page (http://www.sitkapacific.com/account_management.html) to learn more about wealth management and capital preservation strategies of Sitka Pacific.
I blog at Mish's Global Economic Trend Analysis (http://globaleconomicanalysis.blogspot.com/) which typically has commentary every day of the week. I am also a contributing "professor" on Minyanville (http://www.minyanville.com/), a community site focused on economic and financial education.
I do weekly podcasts every Thursday on HoweStreet (http://www.howestreet.com/audiovideo/) and a brief 7 minute segment on Saturday on CKNW AM 980 (http://cknw.com/%20) in Vancouver.
When not writing about stocks or the economy I spend a great deal of time on photography and in the garden. I have over 80 magazine and book cover credits. Some of my Wisconsin and gardening images can be seen at MichaelShedlock.com (http://www.michaelshedlock.com/BestImages/index.html).
“Sold At TheTop” is the snarky pseudonym for the organic blogger that maintains the reasonably popular and, dare I say, possibly even slightly influential web log PaperEconomy (www.papereconomy.com).
“Sold”, as he prefers to be called (especially by his wife under certain saucy circumstances… mmmm…) is not a professional economist, analyst or stock trader and has neither been trained in finance nor statistics.
What Sold offers is a dedicated and serious passion for macroeconomic analysis and further, for the creation of striking, some say even artistic, visualizations of macroeconomic data. Though not a “perma-bear” Sold is very bearish about the current state and future of the American economy subscribing whole heartedly to notion that the recent financial crisis is but the second act of an immense systemic unwind that commenced, more or less, in the year 2000.
Sold is NOT A PESSIMIST by nature but a true skeptic and a realist that prefers solid and sustained evidence of fundamental economic recovery to “Goldilocks”, “Green Shoots”, “Mustard Seeds” and wholesale speculation. Further, Sold believes that the evidence for rational and efficient markets as well as collective wisdom is scant.
In his spare time Sold works as an independent software consultant spewing out cutting edge code like he’s spraying silly string.
Doug Short is first-wave boomer with a lifelong interest in markets and the economy. His professional career had been a satisfying split between academia (English Professor at North Carolina State University) and Information technology (IBM and GSK).
Doug retired in 2006 to devote himself full-time to his dshort.com financial website. The domain has now been acquired by Advisor Perspectives, and Doug has been appointed the Vice President of Research.
Doug is especially interested in the economy, long-term market trends and behavioral finance.
My primary focus is to invest in companies that pay substantial and growing dividends, with solid balance sheets and strong cash flows, that are trading at or under my calculated intrinsic value for the company. I supplement this with asset allocation, including bonds and options, as well as other investments such as MLPs.
Through my website, dividendmonk.com, I analyze dividend opportunities throughout the market. My individual stock portfolio listing is also available on my site. I'm an electronics engineer by profession.
Chief Investment Officer for Stanford Wealth Management, a Registered Investment Advisor. Retired senior executive of Charles Schwab. Retired (36 years) active and reserve military service -- six in special operations, 30 in the intelligence community. Geopolitical analyst. Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.) SEE SPECIAL OFFER BELOW! Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
SUMMER SPECIAL: June and July ONLY, receive 1 year of Investor's Edge®, normally $189, for just $99. If you are ever not 100% satisfied, we provide a pro rata refund for any issues not yet received. Phone orders only! 775 832-5440.
The Correct Call (http://www.thecorrectcall.com/) takes a top down approach to try to understand which direction the market is likely to move in the days and weeks ahead. We use proven methods to evaluate market leadership, interest rates, market cycles, and momentum models to predict the market’s next move.
After we have our finger on the pulse of the Big Picture, we look under the hood to track the performance of 60 industries and more than 400 ETFs versus the S&P 500. Using our strict criteria, we screen only those stocks in the hottest and coldest sectors to isolate the highest ranked equities from the top performing sectors and the worst from the bottom dwellers.
Because most investors only make money when the market goes up, our goal is to help our readers be flexible enough to make money in up markets and in uncertain-to-down markets.