I write for Seeking Alpha to transfer the investment ideas and concepts cluttered in my head onto paper. I'm also currently a CFA candidate (testing level II). I passed the level 1 exam in June 2015.
Robert P. Balan has more than 4 decades of experience in the financial markets. Education in mining engineering, computer science, finance, and training in economics led to a commodity analysis career during the commodity boom of the early 1970s. Robert made a switch to global macro focus in the early 1980 when the commodity bull market waned, with specialization in foreign exchange. Robert wrote a very high profile daily FX analysis while Geneva-based in the mid-1980s (the first FX commentary with a real global readership, "most accessed" in the Reuters and Telerate networks from 1988 to 1994). He worked for Swiss Bank Corp and Union Bank of Switzerland (precursors of today’s new UBS) as head of technical research and as proprietary trader in various major finance centers (London, New York, and subsequently head of proprietary trading in Toronto, respectively) from late 1980s to mid-1990s. A stint at Bank of America as head of global technical research (in London and New York) followed in late 1990s to early 2000s. Robert did technical analysis for Saxo Bank (Denmark) in the mid-200s based in New York. He returned to Switzerland in 2004 as head of technical research and strategy, and FX and commodity market analyst for Swiss Life Asset Management in Zurich. He joined Diapason Commodities Management in 2008 as senior market strategist, and subsequently as Chief Market Strategist, utilizing fundamental macroeconomic drivers, and structural/technical data in modeling asset price and sector movements. Robert wrote a book on the Elliott Wave Principle in 1988, which was hailed by the London Society of Technical Analysts as “the best book ever written on the subject”. Robert is a member of the National Association for Business Economics (NABE), USA.
The Short Side Of Long is a free public access financial blog, that discusses price movements of different asset classes, from stocks to bonds, currencies to commodities and everything else in between, including a bit of alternative assets at times as well. There is only one author and his name is Tiho.
Q: What does Short Side Of Long mean?
A famous trader by the name of Jesse Livermore once said that “there is only one side of the market and it is not the bull side or the bear side, but the right side.” That quote was the inspiration to the name of this blog. The bear side is the short side, while the bull side is the long side and the rest is play on words.
Doug K. Le Du is a preferred stock researcher, author of the book titled Preferred Stock Investing, syndicated writer and publisher of three monthly preferred stock newsletters.
Doug has been studying the preferred stock marketplace since 2002. In 2006 he published the first edition of Preferred Stock Investing which has been updated and re-published regularly since then.
Preferred Stock Investing teaches risk-averse investors how to screen, buy and sell the highest quality preferred stocks. The book lists all qualifying preferred stocks that have been issued since January 2001.
The ten selection criteria from Preferred Stock Investing filtered out the 57 preferred stocks from the big banks that would be claimed by the Global Credit Crisis and let pass the 13 issues from the big banks that were saved by acquisition. In 70 out of 70 cases, a 100% success rate for almost two years running, the preferred stock selection criteria found in Preferred Stock Investing protected preferred stock investors.
As a researcher, Doug researches the market price behavior of the highest quality preferred stocks and writes to you about trends and opportunities. His premium subscription service (described at www.PreferredStockInvesting.com) providers subscribers with email alerts of new preferred stock issues, access to his preferred stock catalogs and HotLists, a monthly newsletter just for premium subscribers and much more.
Doug's academic background is in economics and statistics. Doug retired from his position as Managing Director at one of the world's largest management consulting firms in 2002 to focus on preferred stock research. Doug does not sell preferred stocks nor is he a stock broker or financial adviser.
Mark Bern (formerly K202) intends to continue writing solo and has shed other work-related relationships that required anonymity.
CPA since 1990 a CFA charter holder since 2000. He has a bachelors degree in Business Admin. with a concentration in Economics. His experience includes both private and public sector and careers in accounting, financial and market analysis, product development, transportation services and investment management.
Avi Gilburt is a lawyer and accountant by training. He formerly was a partner and National Director at a national firm.
Mr. Gilburt is also the Managing Member of Gilburt Financial Services, LLC, which provides:
- Financial market analysis to the public through ElliottWaveTrader.net;
- Elliott Wave market analysis to institutional clients;
- Specific stock analysis to retail clients; and
- Webinars and personal coaching on Elliott Wave analysis.
He is also the Managing Member of the of the consulting firm of Gilburt & Associates, LLC, which specializes in transaction structuring and tax services.
Thirty-three year old individual investor building my portfolio towards the goal of retiring with a steady stream of income. Looking for opportunities to learn from others and share my investing endeavors with the SA community.
B.A. in economics and MBA from top 10 business school. I have over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange (www.newyorkshockexchange.com), a youth mentorship program that teaches investment management skills and competitive basketball skills.
Principal En-lightener - Purveyor of Darkness.
And Now - The Gift...
Stupid is as stupid does - Forrest Gump;
You can't fix stupid, no pill for it, it's fo'ever - Ron White ;
There are idiots, look around - Larry Summers ;
To avoid the pernicious global plague of stupidity, drink the Kool-Aid and become one of the innoculati. The Kool-Aid is available at [VIRUS REMOVED BY ECHELON UNDER ORDER OF PATRIOT ACT II ... transmission terminated]
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.
Taylor Dart is a top contributor on Seeking Alpha in both the long ideas and basic materials section of the website. He has over 10 years of experience in active investing and currently holds a top #100 ranking on TipRanks.com for investment performance out of over 5,200 financial bloggers. Taylor has over 10 years of active investing in individual stocks with a compound annual growth rate of 15 percent per year. His main focus is on undervalued growth stocks outperforming the market and their peers. In addition he use extensive technical analysis to capture maximum upside price action, as his belief is that timing is everything. Taylor scans upwards of 1200 stocks nightly on the U.S. and Canadian markets to identify the best fundamental opportunities with the most timely technical setups. He is a huge proponent of trend following and the "Turtles" who enjoyed compound annual growth rates of over 80 percent per year.
"If there is a sudden range expansion in a market that has been trading narrowly, human nature is to try and fade that price move. When you get a range expansion, the market is sending you a very loud, clear signal that the market is getting ready to move in the direction of that expansion.” - Paul Tudor Jones
"While a fundamental analyst may be able to properly evaluate the economics underlying a stock, I do not believe they can predict how the masses will process this same information. Ultimately, it is the dollar-weighted collective opinion of all market participants that determines whether a stock goes up or down. This consensus is revealed by analyzing price."
Mark Abraham , Quantitative Capital Management, L.P.
"Profit targets imply a trader can predict the future. Profit targets are profit-limiting. Trend followers stay in the moment of now, avoid prognostication, and let markets run as far as they go. "
Thomas Vician, Jr.
"We can’t always take advantage of a particular period. But in an uncertain world, perhaps the investment philosophy that makes the most sense, if you study the implications carefully, is trend following. Trend following consists of buying high and selling low. For 19 years we have consistently bought high and sold low. If trends were not the underlying nature of markets, our type of trading would have very quickly put us out of business. It wouldn’t take 19 years or even 19 months of buying high and selling low ALL of the time to bankrupt you. But trends are an integral, underlying reality in life. How can someone buy high and sell low and be successful for two decades unless the underlying nature of markets is to trend? On the other hand, I’ve seen year-after-year, brilliant men buying low and selling high for a while successfully and then going broke because they thought they understood why a certain investment instrument had to perform in accordance with their personal logic. "
John W. Henry
I am a Civil Engineer, who is married with two young kids and a third on the way. In early 2013 I took a more active role in managing my IRA for retirement and decided to publicly share my experiences in building the portfolio as an example for the dividend growth investing strategy.
My interest in investing mostly began in 2005 when I started up an investment club with a few friends from college and has accelerated as I've been reading and learning along the way. Since then, investing and the stock market has become a passion and favorite hobby and I've enjoyed writing about stocks and sharing ideas I have here on Seeking Alpha.
My investing goals are to build a nest egg for retirement and fund college education accounts for my kids. I invest mainly in dividend paying stocks that have shown a history of consistent growth in earnings and dividend payouts.
Michael Hopkins is a veteran journalist and editor, having spent 16 years in print and online media. His work includes 13 years as a managing and senior editor for various online news services operated by MediaBiz, including SkyREPORT, a top satellite industry news service.
In addition to MediaBiz, Michael has contributed articles to Light Reading, Satellite Business News and the SPECS newsletter from CableLabs, among other publications. In addition, he worked as a public relations professional with VisiTech PR, a firm focused on supporting technology clients in the United States and overseas. Michael also worked as a reporter for The Montrose Daily Press in Western Colorado.
Michael graduated from the University of Northern Colorado in 1992. He presently resides in Morrison, Colo., west of Denver.
I've been a Seeking Alpha member for about 3 years and decided to take a stab at writing a few articles. As a prior non-commissioned officer, I aim to take a different approach than most: I'll be focusing on investing while in the military and how to maximize the benefits available.
These articles are meant to enlighten civilians, guide young soldiers, and solicit advice, and different strategies. I'm not an expert on stock analysis, but I'll do a few write ups along the way. I'm sharing experiences, and looking to engage in conversation about investment vehicles and their application to military retirement. I'm a young investor and I have much to learn. I hope to do exactly that by writing these articles and engaging in conversation with Seeking Alpha members!
Tom Aspray, professional trader and analyst was originally trained as a biochemist but began using his computer expertise to analyze the financial markets in the early 1980s. Mr. Aspray has written widely on technical analysis and has given over 60 presentations around the world. Many of the technical indicators that Mr. Aspray wrote about in the 1980s, such as the MACD, have since gained worldwide acceptance.
Tom is regular contributor to Forbes where he writes a regular Week Ahead column. His expertise as a technical analyst has been acknowledged by the WSJ as well as some of the best known technical analysts.
My goal is to bring exposure to business development companies (BDCs) that finance small to medium sized businesses, typically overlooked by banks. BDCs are an instrument for investors to earn healthy dividends by avoiding double taxation at the corporate level and allowing income to flow directly to each shareholder. Please see website link below for more information.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards.
My 82 stock portfolio is listed here by sector, largest holding by value is listed first.
Consumer Defensive (14): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL. RAI
Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD
Healthcare (5): JNJ, ABBV, AMGN, CAH, BDX
Healthcare eREITs (6) : OHI, VTR, HCN, NHI, CCP, HCP.
Energy (4): XOM, CVX, OXY, VLO,
Tech (3): AAPL, ADP, CSCO
Industrial(8): BA, UNP, MMM, CMI, CAT, GWW, NSC, LMT.
Financial (8): NRZ, ARI,, LADR (mREITs) TROW, MA, V, WFC, MET
eReits (9): WPC, DLR, O, CLDT, STAG, STWD, LXP, UBA, SNR (small)
BDCs (5): ARCC, MAIN, PNNT, HTGC, NEWT (small) GAIN
Telecom (2): VZ and T
Utility (9): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, FE
DNP is a CEF which predominately holds Utilities.
Ivan Martchev is an investment specialist with Navellier Private Client Group. Previously, Ivan served as editorial director at InvestorPlace Media. Ivan was editor of Louis Rukeyser's Mutual Funds Newsletter and associate editor of Personal Finance Newsletter. Ivan is also co-author of The Silk Road to Riches (Financial Times Press). The book provided analysis of geopolitical issues and investment strategy in natural resources and emerging markets with an emphasis on Asia. The book also correctly predicted the collapse in the U.S. real estate market, the rise of precious metals, and the resulting increased investor interest in emerging markets. Ivan’s commentaries have been published by MSNBC, The Motley Fool and others. Currently Ivan is a weekly editor of Navellier’s Market Mail and a contributor to Marketwatch.
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
Six-time CEO, followed by founding, in 2003, highly successful strategy development and executive performance-improvement consulting business. Semi-retired (not working full time but serve on corporate Boards).
Andy Hecht is the chief market strategist for Carden Capital and Carden Futures. Andy is a sought-after commodity and futures trader, an options expert and analyst. He spent nearly 35 years on Wall Street, including two decades on the trading desk of Phillip Brothers, which became Salomon Brothers and ultimately part of Citigroup.
Over the past two decades, he has researched, structured and executed some of the largest trades ever made, involving huge quantities of precious metals and bulk commodities.
Andy understands the market in a way many traders can’t imagine. He’s booked vessels, armored cars and trains to transport and store a wide range of commodities. And he’s worked directly with The United Nations and the legendary trading group Phibro.
Today, Andy remains in close contact with sources around the world and his network of traders.
“I have a vast Rolodex of information in my head… so many bull and bear markets. When something happens, I don’t have to think. I just react. History does tend to repeat itself over and over.”
His friends and mentors include highly regarded energy and precious metals traders, supply line specialists and international shipping companies that give him vast insight into the market.
Andy’s writing and analysis can be found on a number of market based websites including CQG. Andy lectures at colleges and Universities. He also contributes to Traders Magazine. He consults for companies involved in producing and consuming commodities. Andy's biweekly radio show, The Commodities Hour with Andy Hecht, can be heard on Tuesdays and Thursdays from 5-6 PM EST on www.tfnn.com. Andy’s first book How to Make Money with Commodities, published by McGraw Hill was released in 2013 and has received excellent reviews. He is currently working on his second book, Luster. Andy held a Series 3 and Series 30 license from the National Futures Association and is associated as a collaborator and strategist with hedge funds. Andy is the commodity-expert for the website about.com and blogs on his own site technomentals.com.
Most recently, Markos Kaminis predicted the stock market correction of 2015 through a series of prescient reports in August. (see proof here: http://seekingalpha.com/article/3482226-investor-who-predicted-the-stock-market-correction-offers-an-update ) Markos warned his followers to stop buying dips in stocks, raise cash levels for a near-term collapse and special buying opportunity, and he suggested aggressive investors or those in need of portfolio hedge use a volatility instrument to do so. He profited 30-fold in a matter of days on his contrarian view in August.
Markos N. Kaminis generated a 23% average annual return on "Strong Buy" stock selections over 5 years and ranked 2nd among a group of 60 analysts in-house as a Senior Equity Analyst over a seven-year period at Standard & Poor's. After proving his value in-house, he was promoted into a special role as an idea generator, supporting the portfolios of institutional clients as well as driving performance within S&P's recommended lists and portfolios. At times, Markos was responsible for up to 10% of the firm's entire "Strong Buy" list and is due a great deal of credit for the group's outstanding performance during his tenure.
Markos followed a group of 30-40 Small and Mid-Cap firms, and was charged with finding new buy and sell candidates across industry sectors. He generated a 23% average annual return over five years on his "Strong Buy" recommendations, and 26% over three years ended 2004. He was ranked 1st of 60 analysts in-house for his "Strong Buy" performance over 4 years (2nd over 5).
Markos also authored IPO research and wrote for high-level newsletters, The Outlook, Equity Insights and Emerging Opportunities, as well as for BusinessWeek Online. He represented his firm as an analytical expert commentator for major media, including television, Internet and through quotes and interviews in reputable publications.
What I want you to know about my plans: After witnessing the worst of Wall Street firsthand and having the ideal vision of my childhood career choice corrupted by reality, I almost switched to full-time charity work at age 40 and still have plans for a non-profit. However, I've since determined to put my stock selection skills, earned through blood, sweat and tears, to better use, and to make my own way. I've determined to give investors something rare, a dignified partner who can manage money with integrity and a clear conscience about the degree of due diligence behind investment decisions... someone who cares more about your money than your wife. I hope readers will become followers of my column here & at my blog, so that when our numbers are substantial, we might start an investment fund or two.
Prior to his Wall Street career, Mr. Kaminis spent time in the back-office, as a mutual fund accountant, where he managed for a time the work of two men. Before this, from age 11 to age 25, he worked as a carpenter's apprentice and carpenter with his father, in both commercial and residential projects. Mr. Kaminis has an intimate knowledge of the real estate and construction market, as well as the restaurant industry. However, as a generalist stock analyst, he showed the ability to learn any and the most complicated of industries in short time - and he gamed every challenge presented to him.
Mr. Kaminis earned his MBA at the Katz Graduate School of Business at the University of Pittsburgh, and his BA at Temple University in Philadelphia. However, Markos has been studying the stock market since age 13, when he determined his career path. He made his first investment at age 16, and funded much of his undergraduate education with the proceeds of his investing success.
Mr. Kaminis continues to keep busy forecasting the economic path and securities market activity. Markos is considering the eventual start-up a long/short capital appreciation hedge fund. Such a fund would limit risk through beta reduction, using a diversification strategy targeting sector & industry and long & short position inclusion. At the same time, Markos' theoretical fund would seek maximum capital appreciation through the exploitation of Mr. Kaminis' inherent economic & market discernment gift and proven stock selection skills. Mr. Kaminis also has a team of a select few analysts, technicians, strategists and economists that he has been impressed by over the years, which he expects to tap for the project when the time is right. Mr. Kaminis welcomes your interest in such a potential forward effort, and looks forward to discussing his plans with those appropriate and within legal constraints.
Markos is involved in very early stage entrepreneurial efforts in the testing of certain business models, all of which he intends to tie to a planned non-profit project. The tie will be that the businesses will give employment opportunity to individuals who would otherwise have difficulty finding gainful employment. It will house and heal the homeless, ex-convicts, those completing rehabilitation efforts for drug and other addictions, and others in need of help.
Markos is currently Directing the widely syndicated blog he founded, "Wall Street Greek," and is writing for other well-known publications besides advancing several businesses. Markos' column is syndicated across sites like the Boston Globe, Kiplinger Magazine, UPI and other reputable newspaper and TV websites, as well as private networks, Amazon Kindle, iPhone and more. In the past, he has written for RealMoney.com, Motley Fool and others. Requests to research specific companies are welcome, as we serve our readers. You may contact us via the blog contact info.
Mr. Kaminis welcomes you to follow him here at Seeking Alpha, where he is proud to be a long-time contributor to this strong team of writers. He considers the Seeking Alpha team and management close friends, and for you, people worth knowing and following.
Visit his site: Wall Street Greek (http://www.wallstreetgreek.blogspot.com/)
As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base.
Jeff joined Atlantic Capital Management, Inc., in Buffalo, NY, as an intern while completing studies at Canisius College. After graduating in 1996 with a Bachelor’s degree in Finance, Jeff took over the operations of that firm while adding to the portfolio management and stock research process.
In 2000, Jeff moved to West Palm Beach to join Tom Nolan with Atlantic Capital Management of Florida, Inc. During the early part of the 2000′s he began to develop the research capability that ACM is known for. As part of the portfolio management team, Jeff was an integral part in growing ACM and building the comprehensive research/management services, and then turning that investment research into outstanding investment performance.
As part of that research effort, Jeff authored and published numerous in-depth investment reports that ran contrary to established opinion. In the nearly year and a half run-up to the panic in 2008, Jeff analyzed and reported on the deteriorating state of the economy and markets. In early 2009, while conventional wisdom focused on near-perpetual gloom, his next series of reports provided insight into the formative ending process of the economic contraction and a comprehensive review of factors that were leading to the market’s resurrection.
In 2012, after the merger between ACM and Alhambra Investment Partners, Jeff came on board Alhambra as Head of Global Investment Research.
Currently, Jeff is published nationally at RealClearMarkets, ZeroHedge, Minyanville and Yahoo!Finance.
Jeff holds a FINRA Series 65 Investment Advisor License.
Harry studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning New Science of Finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.
Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/FN. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”
Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated “Boom” of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster). In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.
In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.
In The Great Crash Ahead, he outlines how this next great crash is likely to unfold in the coming months. He explains why there is nothing the government can do to protect us as deflation takes hold of the economy.
Harry’s latest book, The Demographic Cliff, How to Survive and Prosper During the Great Deflation of 2014–2019, shows why we’re facing a “great deflation” after five years of stimulus — and what to do about it now.
Today, he uses the research he developed from years of hands-on business experience to offer readers a positive, easy-to-understand view of the economic future.
Harry got his MBA from Harvard Business School, where he was a Baker Scholar and was elected to the Century Club for leadership excellence.
John Morgan is the owner of Plaza Media Partners II. He is a journalist and media executive who began his career at United Press International (UPI) and Cable News Network (CNN). He has been a contributor to a range of financial news outlets including Newsmax's Moneynews.com, Midnight Trader, Street Authority, StockViews and MarketGrader. Morgan was the founder of the Entertainment News Wire and several prominent media sites including Adweek.com, Mediaweek.com and Billboard.com. He has held management positions at two successful VC-backed portfolio companies and is an active trader.
Marcus Valentiner is a global financial markets analyst, investment strategist, financial writer and author with a background in sales, trading and asset management in U.S. and European equities. He concentrates on macro / top-down analysis, believes in the "old rules" of investing (where fundamentals still matter), is a big fan of sentiment analysis and prefers the simple way of looking at things.
AlphaBetaWorks provides risk management, skill evaluation, and predictive performance analytics. Developed by finance and technology veterans, our proprietary platform combines the latest advances in financial risk modeling, data processing, and statistical analysis. Our Risk Analytics are more robust than alternatives and our Skill Analytics are predictive.
For portfolio managers, we identify overlooked exposures, hidden risk clusters, and crowded bets. Managers can focus on risks in areas where they have proven ability to generate excess returns and avoid undesired risks in areas where they do not.
For fund investors, we identify the skills, crowding, and hidden portfolio bets of individual funds and portfolios of funds. Investors can identify differentiated and skilled managers that are deploying capital in areas of proven expertise – and more importantly, those that are not.