Tales From The Future (tftf). I picked my nickname because many advisors and investors claim they can predict the future of the (stock) markets and somehow pick the winners. I don't. I usually do not engage in short-term trading and myopic analysis (quarter by quarter, without looking at the big picture). I like to work with long-term scenarios with a focus on possible disruptions in the technology and energy sectors. I look into value and contrarian ideas as well as emerging technologies and growth stocks worldwide, both on the long and short side. I also like to discuss the influence of monetary policy on global stock markets. I am fiercely independent in my investment research and therefore use the image of a lone Ninja. This influenced my investment principles for the past 20+ years: Pick your targets with patience. Do your OWN diligence. Never follow the herd blindly: 'Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by one.' General Sector Focus: Technology/Internet, Value, Disruptors, Energy/Alt Energy, Entertainment Stocks and Monetary Policy/Geopolitics. Geographical Focus: USA, Western Europe, Japan. Sector 'Halo' Focus Stocks: AAPL, TSLA... PS: Not a native English speaker. I apologize in advance for any typos and grammatical errors.
I publish pebblewriter.com, a market forecasting service for investment management professionals. I focus on market timing, pattern recognition and technical analysis. My comments on pebblewriter.com or this site should not be construed as advice regarding any particular strategy or security. I hold undergrad degrees in Math and Econ, an MBA and am a CFA.
Jason Merriam is former publisher and editor of the Merriam Report providing innovative financial analysis based on dual cash-flow, accruals and capital productivity methodologies. An active investor for 35 years, he is also founder and president of Merriam Investor Services since 1990. MIS offers portfolio analysis and investment research services to institutional and retail investor clients. Prior to MIS, Jason was managing partner for Beach and Sea Group, a San Diego based investment LP. Merriam studied corporate finance and accounting with Robert J. Westervelt, retired senior VP of Finance at Warner Lambert and Pfizer. As Mr. Westervelt's intern, Jason assisted and was responsible for financial statement analysis, evaluation of earnings-quality, credit/liquidity/dividend assessment, etc. This opportunity allowed Jason to advance his research of the novel dual cash-flow methodology (based on the pioneering work of Harry Ernst and Jeffrey Fotta in the 1990's). Jason has 22 years experience in active portfolio management and asset allocation. Media appearances include: CNBC, MarketWatch, New York Times and San Diego Union Tribune. Visit his blog: www.merriamreport.blogspot.com
The enormous advancement in the biological sciences that is taking place has begun to change the traditional way of practicing medicine. Far-reaching biological products are being approved and news about breakthroughs are occupying the media headlines. However, selecting the biotechnology firms for investment requires not only an understanding of the company's finances, but also deep knowledge of the company's potential and the potential and scientific validity of it's products and technologies.
Our Mission is evaluating biotechnology companies, their products, their technologies, scientists, managements, as well as their finances. Our goal is to impart our readers with the knowledge and insight so that they may have a heightened understanding and appreciation for the biotechnology industry.
The Prohost Letter has been in circulation since 1992. Our readers are comprised of venture capital, fund managers, investors, medical professionals and individuals with one common interest, biotechnology.
Prohost Letter is posted in the members areas on the www.prohostbiotech.com. around 40 times a year. Articles are posted several times a week for subscribers in TODAY'S HIGHLIGHTS section and in News & Comments sector for all website visitors
Andrew Left's Citron Research (http://www.citronresearch.com/) (formally known as Stocklemon.com) seeks to expose companies whose management is in some way misleading investors. Left digs into SEC filings, financials, management histories and other data to uncover such situations, and he is usually short the stocks he writes about. Mr. Left has been publishing for 7 years and has created a track record that is unrivaled in short selling. Mr. Left has been cited in Barron's, Wall St Journal, CNBC and other major publications repeatedly for his work. Mr. Left was also an invited speaker at the reknown Master Investor Conference.
Visit: Citron Research (http://www.citronresearch.com/)
I've been writing for the professional press for the last five years and have been on the Fox Business channel several times as a guest describing my written work. In January 2009, I started writing my blog Bruce Krasting (http://brucekrasting.blogspot.com). From 1990-1995 I ran a private hedge fund in Greenwich Ct. called Falconer Limited. Investments were driven by macro developments. We expressed our views in global bonds, currencies, stocks, commodities and derivatives. I closed the fund and retired in 1995. I've also been employed by Drexel Burnham Lambert, Citicorp, Credit Suisse and Irving Trust Corp. I hold a bachelor's degree in economics from Ithaca College and currently live in Westchester, NY.