John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (UCLA) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in Japanese and was trained as a domestic Japanese research analyst and money manager. In 1977 Thomas became the Tokyo correspondent for The Economist magazine and the Financial Times of London. Thomas traveled extensively throughout Asia, interviewing premiers, presidents and prime ministers, writing on macroeconomic trends, and producing countless features about individual companies. Thomas witnessed China’s cultural revolution and was one of the first American correspondents to enter China prior to the U.S. normalization of relations. Thomas authored several books about the Japanese financial system still in use by business schools today. In 1983 Thomas joined a top US investment bank in New York with the mandate to develop an international equity business for the firm. In 1985 he moved to London, England to establish a presence in Japanese equity derivatives for the firm. In 1989 Thomas was appointed a director of one of the big three Swiss Banks with a mandate to design sophisticated hedging strategies for the bank’s considerable holdings of Japanese equity warrants and convertible bonds. With the invasion of Kuwait by Iraq, Thomas was drafted by the US Marine Corp to serve as a pilot. In 1990 Thomas became a pioneer in the nascent hedge fund industry by founding the first dedicated Japanese hedge fund. The firm managed segregated accounts for a variety of government agencies, banks, and high net worth individuals in Europe, the Middle East, and Asia. After a decade of spectacular absolute and relative performance he sold his firm in 1999 and retired to manage his personal investments in the oil and gas industry. Seeing incredible opportunities in the marketplace and yearning for the adrenaline and satisfaction offered by active management, Thomas launched a new hedge fund in 2007. In his free time Thomas is a commercial aircraft pilot, long distance hiker and mountain climber, wine collector and avid photographer.
David R. Kotok cofounded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. He holds a B.S. in economics from The Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from The School of Arts and Sciences at the University of Pennsylvania, and a masters in philosophy from the University of Pennsylvania.
Mr. Kotok’s articles and financial market commentary have appeared in The New York Times, The Wall Street Journal, Barron's, and other publications. He is a frequent contributor to Bloomberg TV and radio, Fox Business, and other media.
Mr. Kotok has served as Program Chairman of the Global Interdependence Center (GIC) (www.interdependence.org), whose mission is to encourage the expansion of global dialogue and free trade in order to improve cooperation and understanding among nation states, with the goal of reducing international conflicts and improving worldwide living standards. Mr. Kotok chaired its Central Banking Series and organized a five-continent dialogue held in Philadelphia, Paris, Zambia (Livingstone), Hanoi, Singapore, Prague, Cape Town, Shanghai, Hong Kong, Rome, Milan, Tallinn, and Santiago, Chile. He has received the Global Citizen Award from GIC for his efforts.
Mr. Kotok is a member of the National Business Economics Issues Council (NBEIC), the National Association for Business Economics (NABE) and served on the Research Advisory Board of BCA Research. Mr. Kotok has served as a Commissioner of the Delaware River Port Authority (DRPA) and on the Treasury Transition Teams for New Jersey Governors Kean and Whitman. He has also served as a board member of the New Jersey Economic Development Authority and as Chairman of the New Jersey Casino Reinvestment Development Authority. He has authored or co-authored four books, including the best selling Second edition of “From Bear to Bull with ETFs,” now available at Amazon and “Adventures in Muniland."
Reuben Gregg Brewer spent about 15 years at world renowned Value Line, the Publisher of The Value Line Investment Survey. During this time he worked in various facets of the company's research efforts, including equities, mutual funds, convertibles, and options. For six years, he directed all of the company's research efforts as Value Line's Executive Director of Research. Today he writes about the things that interest him.
I am currently an individual investor with focus on event-driven trading and long-short opportunities. I graduated Emory University in 2009 and am also a finance Phd dropout from UCLA Anderson. I could be reached at firstname.lastname@example.org
Convergence Investment Management is a Registered Investment Advisory firm that focuses on unique opportunities within the Closed-End Fund and Exchange Traded Fund marketplaces. We believe that the markets, while very efficient, are not perfectly efficient and that opportunities for superior risk adjusted returns exist for those willing to put in the work to identify short-term price dislocations. Charles “Chad” Gray is Convergence Investment Management’s Portfolio Manager. Prior to launching Convergence, Mr. Gray spent much of professional his career in Silicon Valley developing better data analytics platforms and data management techniques, many of which have been applied to the Convergence approach. Mr. Gray earned both an M.B.A. and M.S. in Electrical Engineering from Massachusetts Institute of Technology, and a B.S. in Engineering from Northwestern University. He has also earned the CFA designation and is an active member with the CFA Society of San Francisco.
I am a retired engineer with a PhD in Engineering Science (mostly exotic math) together with a Masters in Statistics. I currently manage my website www.superchargeretirementincome.com, where I use my math background to select high-return, low-volatility investments. I also love teaching so I also provide a number of tutorials about all aspects of investing. I am an avid reader and have read just about every book I could find on the stock market. I am still learning so I welcome comments and suggestions. Over the years I have learned that there is no “holy grail”; you cannot receive a good return without taking risks. However, you can choose your investments to reduce risks and those are the kind of investments I like to make. Although financial markets are my passion, engineering is my profession. I have spent the last 30+ years as a program manager at a large aerospace company, working on improving defenses for our U.S. Army customers.
Chief Investment Officer, Stanford Wealth Management. Retired senior exec of Charles Schwab. 36 years active and reserve military service -- 6 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.)
Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
If you have a $500,000 portfolio ($250,000 for solely mutual funds & ETFs) you may contact me for a no-obligation "second opinion." email@example.com.
Dr. Linus Wilson is an associate professor of finance at the University of Louisiana at Lafayette. He received his doctor of philosophy in financial economics from the University of Oxford in England in 2007. He has conducted extensive research into the Troubled Asset Relief Program (TARP). He has written or coauthored over a twenty academic papers on the various aspects of the TARP bailouts. These papers discuss the bank capital injection programs, which banks repay their bailout monies, which banks are deadbeats on their TARP loans, government plans to buy toxic assets, and the valuations of stock warrants issued to taxpayers as part of the TARP program. Professor Wilson has been a source for hundreds of news stories in outlets such as the BBC, Business Week, The Financial Times, The New York Times, NPR, The Washington Post, and The Wall Street Journal. His research on bank bailouts can be found at http://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=686305
He founded the Louisiana registered invesent advisory firm Vermilion Advisory Services. Vermilion Advisory Services launched the hedge fund Oxriver Capital which began trading in 2013. More information about Oxriver Capital can be found at http://oxrivercapital.com.
Jacob H. Zamansky is the principal of Zamansky LLC (http://www.zamansky.com/), a leading securities arbitration and class action litigation firm in New York which represents both individuals and institutions in structured note, complex securities, hedge fund, and employment-related arbitrations and litigations. He is one of the country's foremost authorities for investors claiming broker wrongdoing, or for brokers claiming wrongful termination or other misconduct by their employer.
Mr. Zamansky was at the forefront of recent efforts to "clean up" Wall Street. In 2001, he successfully sued former Merrill Lynch analyst Henry Blodget on behalf of a New York pediatrician misled by Blodget's stock research. The case's successful resolution was the catalyst for New York Attorney General Elliot Spitzer to investigate the conflicts of interest on Wall Street and resulted in the well-reported $1.4 billion Global Settlement, which included many of the biggest names on Wall Street. More recently, Mr. Zamansky is one of the leading litigators and opinion leaders of the subprime mortgage crisis and the related hedge fund collapses, as well as on the misconduct associated with the wide sale of complex structured products to retail investors, representing both investors and mortgage borrowers who were defrauded by Wall Street firms and mortgage lenders.
Visit Jake Zamansky's blog (http://www.zamansky.com/category/blog/)
I am currently a retired Aerospace Engineer. I am married with three children and eight grandchildren. I was born in San Francisco, CA in 1949 and moved to Newport News, VA in 1951 where I lived until I went to college. By God's grace, I received a B.S. degree from Virginia Tech (1972), a M.S. degree from Caltech (1973), and a M.A. - Biblical Studies degree from Birmingham Theological Seminary (2013). I worked at Pratt & Whitney (1973-1986) and CFD Research Corporation (1987-2008).
Now in retirement and trying to preserve my life savings, I currently have a strong interest in tactical asset allocation strategies, and have studied them extensively. I have developed a number of tactical strategies involving the periodic trading of ETFs and, more recently, mutual funds. These strategies have been backtested mainly using Portfolio Visualizer and ETFreplay software. The goal is to earn 10-15% annually with no negative years, and to have maximum drawdowns of less than 10%, preferably less than 5%. The strategies include purchasing a limited number of funds with the highest growth and lowest volatility, and minimizing risk using moving average, dual momentum, and risk parity methods. I have developed strategies for equity as well as bond assets.
Managing Partner and Chief Investment Officer of FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds.
At FMD Capital Management we excel at developing and managing growth or income strategies for our clients in every market environment.
A fundamental tenet of our firm is that risk within any investment should be identified and planned for well in advance of any purchases. It’s this type of strategic planning that will segue into successful changes to our client's portfolio as part of our active management philosophy.
Investors in today’s turbulent times have to face real threats to their retirement nest egg that include: stock volatility, inflationary fears, currency manipulation, and commodity price swings. The combination of these factors and more, have provided us with an unprecedented level of opportunity and risk in today’s markets.
The global landscape has never been more accessible to capital than it is today. Our technical expertise in research and trading allows us access to virtually any market in the world. This opens the door to select the investments that we feel are the strongest opportunities for your assets.
Peter Hayes is a member of Americas Fixed Income within Alpha Strategies. He is head of the Municipal Group and a member of the Americas Fixed Income Executive Team. He leads the Municipal Bond Operating Committee which oversees municipal bond portfolio management, research and trading activities, and is a member of the firm's Global Operating Committee.
Mr. Hayes' service with the firm dates back to 1987, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was head of the short term tax-exempt trading desk, and managed the CMA Tax-Exempt Fund and other short term municipal bond portfolios. Prior to joining MLIM, Mr. Hayes was a trader for Shawmut Bank.
Mr. Hayes earned a BA degree in economics from the College of the Holy Cross in 1981.
Invest. Manage risk. Communicate. Educate yourself. Make profits. .
My name is Todd Johnson. I’m a family man, sports fiend, health nut, technology buff, long-time stock investor, and a very lucky mountain climber, all of which has shaped my philosophy as a professional investor for the last 30 years. As my interests might suggest, I am always looking for the upside while striving to minimize risks.
My new passion, which I have realized through DividendLab.com project, is helping other investors learn more about investing; investing in stocks and other assets that are subject to wide price swings can actually enhance their returns when the right investment strategy is applied. To that end, I read company 10k and 10q statements so they can skip them. I compile and analyze the market research that isn’t always at their fingertips. And I don’t make any investment recommendation without committing my own funds first, which is the purest form of accountability.
Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
I'm a full-time software developer, who invests with the goal of preserving capital and realizing an early retirement. Most of my articles will be about fundamental analysis of equities and bond funds, aimed at long-term investors.
Emmanuel Marot graduated from leading French Business School ESCP with a major in Computational Finance and a MBA exchange from University of Washington.
He previously co-founded and managed three startups, all in the Internet field, and all with successful exits; the last one being a mobile search engine that served billion queries in over 10 countries and was subsequently sold to Microsoft Corp.
An ‘accidental quant’, Emmanuel now focuses on merging sound mathematical principles with his Internet data mining experience to create new stock market investment strategies.
I'm Cate Long and I write about the retail fixed income markets… My primary interest is creating tools and systems to help retail investors learn how bonds can be an excellent supplement to their other retirement and savings assets. I've worked for a number of years with industry standards organizations, regulators and Congress to help craft a more transparent and fair framework for investors to participate in the fixed income markets. Specific areas of focus include: >> FIX, the standard for the electronic trading of fixed income securities…. >> The oversight of credit rating agencies >> Disclosure and price transparency Thanks for reading my articles. Learn more about me and my work here: http://shopyield.com (http://shopyield.com)
Holmes Osborne has been principal of Osborne Global Investments since 2004. Holmes holds the Chartered Financial Analyst designation and a degree in finance from Syracuse University. He has been featured three times in the Wall Street Journal and once in Fortune Magazine and Investors' Business Daily. Holmes has written financial columns for Seeking Alpha, the Motley Fool, and theStreet.com. Client assets are held at Charles Schwab. He lives with his wife Jennifer and daughters Adelaide and Emily.
Just a retired bureaucrat and pedant here who finds himself finally living his father's life. Saddled with the responsibility for managing his family's fortunes, like the Ancient Mariner, first reconciling myself and then finding beauty and joy in the mundane business of managing money. I like and collect old things...philosophies, stamps, coins, Wedgwood, what have you. My wife hates old things...except me, of course...or so she says. It's a life...and, for at least the time being, better than the alternative.
I have a PhD in Finance (ABD), a Masters in Economics, and a B.S. in Industrial Engineering. All three of my degrees have largely been focused on data analysis, and that’s what most of my work experience has dealt with. I’m a professor at a major US university now where I teach classes on data analysis and do research on the financial markets, but before that I worked for a major Wall Street bank as a bond trader, and before that I worked for a hedge fund as a quant developing investment strategies.