I hold a Graduate Diploma in Applied Finance and Investment (similar to CFA), and a Graduate Diploma in Financial Planning.
I have 30 years of personal investing experience, and 15 years of professional financial advising experience, including broking experience at ETrade Australia, 7 years as a Senior Financial Planner at Commonwealth Bank of Australia and 8 years at High Net Worth Financial Advising. My business is a mix of young clients growing their wealth, pre-retirees, and retirees wanting income, some growth, and safety.As a global investor I use a macro thematic approach searching for good value and/or high growth. I search the globe for great investments with a focus on Asia, Emerging and Frontier Markets as well as "trend investing". I assess a countries demographics and growth potential. Some trends I currently follow include Chinese shares going global, the rising Asian middle class, Electric Vehicles, Renewable Energy, Energy Storage, Smartphones, 3D printing, and personal robots.
I also love to invest in income producing investments that can grow over time and benefit from compounding....Included here are the near monopoly businesses such as the Stock Exchanges, and the high quality income producers.
I use direct shares, ETFs, mutual funds and some direct property investments.
I am a former engineer in topography (ESGT Paris 80) and specialized later in metrology or very precise measurement (CERN). I was interested in quantum metrology for a while...
I live mostly between California (Santa Monica), Provence-Cote d'Azur (Where my children and grandchildren live) and Sweden (South West Skåne) with my loving wife.
I am managing (investment manager) a large and old private family fund and trade personally a medium-size portfolio for over 25 years
“Logic will get you from A to B. Imagination will take you everywhere.” Einstein.
Value Investor. Research Analyst.
Follow me if you are a patient investor who can weather short-term volatility.
Creator of the V20 Portfolio. Follow my analysis here: http://seekingalpha.com/article/3558556-the-v20-portfolio-introduction.
If you are interested in getting a sample report from my research service please shoot me a message at john.steinberg22[at]hotmail.com. Please include your background (professional/retail) as well.
PhD - A Real Value Risk Estimation Model for an Emerging Market
Investment manager at Let it grow investments, Netherlands
Finance lecturer at the University of applied sciences Amsterdam, Netherlands
Data researcher at Bloomberg, London UK
Nick Cox is a long-time entrepreneur and investor,currently living in Singapore.
His investment strategies are mostly based on Western companies but with particular understanding for economic currents in Asia,the leading driver of worldwide economic growth today and for the medium term.
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
Nathan Weiss is the Senior Analyst and company founder of Unit Economics, a Boston-based independent research firm. Nathan Weiss was the author of The Weiss Report, a monthly newsletter focused on risk arbitrage and market neutral strategies from 1998 to 2000. From 2000 to 2006 Mr. Weiss was a generalist analyst and portfolio manager at Noble Partners, contributing significantly to their outstanding returns.
Thomas Bachrach, CFA is the founder and principal of PFH Capital, a single family office and financial consultancy. He received his BA in Economics from Cornell University in 2005 and became a CFA charterholder in 2014. He resides in the Philadelphia area with his wife and two young girls.
I have 15 years of experience as a senior quantitative analyst in fixed income. I specialized in the development of research systems and analytics. Currently a consultant and blogger.
I have a B.Eng. in electrical engineering from McGill University, and a Ph.D. from the University of Cambridge in control systems engineering.
I am a CFA Charterholder.
I am a high school teacher for a decade.
Before that I was an analyst (operations and financial) and for a short time a Controller
I have a B.S. with an emphasis in Accounting and an MBA (for which I studied Finance, Economics, and Management)
I passed the CPA exam on the first try and am a retired CPA in the state of Maryland.
I have a high school teaching credential and an MA in Math Education
Acting Man has been named after the title of the first chapter of Ludwig von Mises' book "Human Action" - the best treatise on economics ever written. The blog's main author is Pater Tenebrarum, an independent analyst who has been involved with financial markets for 34 years and is writing economic and market analyses for independent research organizations and a European hedge fund consultancy. Acting Man presents articles on the markets and the economy, a mixture of commentary on current events as well as economic theory and history, mainly from an Austrian School of Economics viewpoint. As more authors have joined the site, we have begun to broaden our palette a bit, but our orientation remains the same: pro-free market, anti-state, pro peace.
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Would you do if your were already wealthy? If you could do whatever you wanted for your career, what would you want to do?
This is what I would do. This is my self-actualiziation. There is nothing like analyzing an inefficient sector of the market and calling out the failures.
The author is a former hedge fund trader now working as an Independent Trader, Consultant and author of the Panick Value Research Report. The Panick Report is a newsletter and alert service focused on undervalued high yield preferred stock issues and some undervalued micro cap equities. Sign up in the Dividends section of the Seeking Alpha Marketplace to receive exclusive subscriber articles, daily sector updates, advance drafts of public articles and more. Email firstname.lastname@example.org for more information. See also my Panick Value Research Report Facebook site for tips on upcoming articles.
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.
I have extensive knowledge of risk management, portfolio construction, and asset allocation. Previously I worked at a large asset management firm in the investment management group on the global asset allocation team. Currently I work for a software company specializing in outsourced portfolio reporting and analytics for large institutional investors. I am a CFA level II candidate.
After graduating cum laude with a BA in economics from Harvard, I worked in hedge funds and investment banking for ~6 years before leaving to manage my own money full time. I am a CFA charterholder and focus mostly on microcaps / event-oriented trades as that is where I think the market tends to be least efficient. I also started a website to track interesting arbitrage opportunities for individual investors (link below) - check it out!
Who I Am:
I'm a retired individual investor. I retired at the end of 2013 after a 35 year career as a professor and research scientist at a major research university. My professional life involved multiple international projects and collaborations, so I traveled extensively over those 35 years. I plan to continue doing so in my retirement.
My investing priorities are building and refining portfolios designed to provide income and capital growth: Income for my retirement needs, and capital growth for my estate. My investing philosophy tends toward the long-term, value side of the spectrum, but I'm not opposed to occasional flings on attractive, speculative opportunities.
My investing interests are tax-advantaged income from a range of sources, portfolio strategies, information- and bio-technology, and momentum-based strategic allocation.
Why I Write for Seeking Alpha:
I learned long ago that "writing is nature's way of letting you know how sloppy your thinking is." The line comes from a Guindon comic strip of many years ago, and could not be more true in my case. When I did research professionally, I learned that writing it up forces me to think about details I might otherwise overlook. It's how I spent my working career, so it comes more or less naturally to me. I consider it an essential part and parcel of doing any research. So, the writing I do here is as much for myself as for the reader.
As I started to contribute articles here, they grew out of research for my personal investment portfolios. They're based on things I've uncovered that are of interest to me and may be of interest to others of like mind. For many more-seasoned investors some of the things I write about are old-hat. My primary purposes in writing them are to help clarify my thinking and to get feedback from others who may have very different opinions. It's those thoughtful comments that make Seeking Alpha such an important resource. To that end, I try to actively engage myself in the comment streams in my articles, contributing what I can and learning from others.
As a research scientist I spent a career spanning four decades devoted to free exchange of information vetted by rigorous peer review. It's a concept I firmly believe in. I hope to bring that approach to my interactions and contributions on Seeking Alpha and welcome critical commentary on anything I may contribute here.
I encourage and welcome your comments. I try to respond to most insights, elaborations, and questions to the best of my ability. I especially encourage and appreciate thoughtful comments from those who disagree with me (although I tend to ignore obvious trolls and encourage others to do so as well). So, go ahead, start a conversation in the comment threads. It's one of the best things about Seeking Alpha.
My Investment Philosophies and Strategies:
I maintain two portfolios. My income portfolio is a taxable account. I try to keep it separate from the growth portfolio which is housed in a series of IRAs, traditional and Roth.
My income focus is on tax-advantaged income. In 2016 I face minimum required withdrawals from my tax-deferred accounts, so tax efficiency is an important consideration.With the need to take withdrawals I expect to shift my taxable accounts to more growth-focused (unrealized cap gains) investments. Making this shift while retaining income is my overarching priority for 2015. To that end, I expect to be generating more of my income from options as I gradually phase out my high-yield investments.
The IRAs I see as my estate and are focused on generational wealth building. That means the growth portfolios have a very long term horizon, well beyond what an investor of my age might be expected to maintain.
I am a believer in the precepts of MPT (Modern Portfolio Theory). I'm aware that MPT doesn't get a lot of respect by some of the DIY investors at Seeking Alpha. My readings in the field indicate to me that the research solidly supports the overall MPT approaches to investing. So, I am a believer in diversification. Not the sort of diversification that means I hold equity positions in every sector; the sort that means I hold positions in the full spectrum of asset classes with a watchful eye on correlations and a willingness to rebalance among asset classes, even when it goes against my gut feelings. By asset classes, I mean high level asset classes: Domestic and international equity, sovereign and corporate debt, emerging markets (equity and debt), real estate, commodities and so forth. I try to adapt that approach to both my income and growth investing.
Who Is Left Banker?
Ah yes, the name. When I first joined Seeking Alpha I had no intention of being anything but an occasional reader. I saw it as another research site. So, I just ported a name I've used on other sites. I spent some of the best times of my life living on the left bank of the Seine and am always thrilled to be back in La Belle Paris. It refers, too, to the left bank of the Gironde where some of my favorite wines are produced. When I'm feeling particularly flush, they're one of the splurges I'll treat myself to. So there is a major place in my heart for both common references for Left Banker.
Add that I also like it because I find several subtle word plays there; I'll leave it to you to decipher that comment.
I've chosen to remain anonymous. First, I have no professional role in finance and nothing to sell, so there is no advantage to be gained by "making a name for myself' here. Second, I value my privacy and have kept my internet presence as low-key as my professional life allowed. I certainly want to avoid any possibility of some internet connection trying to track me down. Odds against that happening are, of course, outrageously long, but why take them on at all?
I have no ties to the financial or security industries in any form. My interests are strictly personal. The banker part of the nym has absolutely no relationship to the profession of the same name.
Readers should be aware that I am an investing novice, some might say dilettante. I do not give advice; what I publish is much more in line with a research notebook. Anyone who finds anything of interest will necessarily want to do his or her complete research and due diligence. It would be foolish to rely on my conclusions without having done so.
MACRO ECONOMIST with interest in P.M. & Miners. Wholeheartedly reject the inherently flawed & programmed to fail Fractional Reserve Banking System where $=Debt. I read Barrons' and IBD quotidian and am of the belief that b/c the FED has painted itself into a corner via nearly 7 years of ZIRP and ENDLESS QE, thus the Equities market is on the brink of collapse as banks have no incentive to lend (see $2.7Tn in EXCESS Reserves, which the FED pays interest to banks on over and above their required 10% ratios) and they will NEVER raise rates unless they intend to purposefully blow up the system. The Chapwood Institutes CPI measure, which is a REAL barometer of inflation that employs 500 of the most commonly bought items, concluded after a 5 year study from 2010 thru June of this year that REAL Inflation is at 9.9% YEAR OVER YEAR! They also found that since 2010, we've experienced YoY Depressions of 5%, which have culminated with a 22% Depression over the last 5 years! Generally Accepted Accounting Principles (GAAP) are out the window! REAL Wages are down significantly since 2007, and there has been NO GROWTH in REVENUES since 2010. In fact, when I plotted REVENUE GROWTH for S&P from 2010-2015, it's actually negative. I then removed Auto Sales from the 5 year period and the graph looks like a 90degree angle, like Y= -X!!! This is because another asset bubble in Autos in brewing via NINJA loans circa 2006 whereby buyers can amortize the cost of a new $25,000 car for 8.5 years with 22.5% interest rates for $500 down and these securitized BLOCKS of car loans are now selling well, despite the fact that 35% of them are ABSOLUTELY GOING TO DEFAULT as nobody is going to pay $150K over 9 years to buy a $25K car! BTW, the marrow of our GNP, consumer spending, is manifestly not happening as Inventory levels of retail items currently sits at $136.7Bn and one of my favorite indicators, the Baltic Dry Index, which measures trade between countries, is frighteningly low, presaging a massive contraction of credit, which is destroying the veracity of all FIATS. China has an endgame scenario, and thanks to the 1,000 metric tons per month they got back via massive re-hypothecation AKA STEALING of others allocated Gold, they and Russia both have over 30,000 mTons, while we won't allow an audit of Ft Knox b/c it's simple. We have no gold and more importantly, we have no silver stockpiles! With the worst humanitarian crisis since WWII, I think we have a solid bottom under Au and Ag, and I expect Ag to outperform Au 5-6:1 over the next 5 years, which is not to say I don't think gold will be massively revalued to the upside as it is the speciously strong USD on the (DXY) which has caused oil, gold, silver, and platinoid metals to get annihilated further over the past 15 months. I strongly suggest buying Gold Mining Banks like First Mining Finance (FFGMF) or Brazil Resources (BRIZF) as they are buying 'in situ' gold for $7-$15/oz, depending on the grade of ore, and First Mining has a dream team of Managers including Eric Sprott, Rick Rule, Keith Neumeyer, Marin Katusa, and Doug Casey and buyers of this 32M share GOLD Bank include George Soros, Carl Icahn, Stanley Druckenmiller and Ray Dalio, and more Billionaires are pouring in, realizing the potential of First Mining Finance, which already has 21 mines and plans to get to ownership of over 40 in the next 6 weeks while prices remain risible! Brazil Resources is headed by CEO Amir Adnani, who Rick Rule absolutely loves and who has bought 9 PHENOMENAL Gold Mines in Brazil, all adjacent to roads, water and electricity, and most of which have superb metallurgy (g/t), PLUS Amir threw a freeby in the mix and added one of his most coveted Uranium assets, located in the Athabasca Basin of Canada, juxtapose one of Cameco's largest Uranium mines in for kicks. Rule owns 20% of BRIZF and he is also CEO of UEC-Uranium Energy Corp. Uranium prices, like Au and Ag prices MUST RISE to meet oncoming demand. There are currently 82 Nuclear Facilities being built on the planet, and with spot Uranium prices at $38 and break even point at $75, Fission Uranium (FCUUF), Uranerz (URZ), and (UEC) are smart very cheap plays, while Cameco (CCJ) is the Guerilla of Uranium investments. Currently, I like the VIX, a healthy mix of Majors like Goldcorp and Newmont, Mid-Majors like Alamos Gold, Kirkland Gold, Fresnillo Plc, Tahoe Resources, Silver Wheaton, First Majestic, Pan American Silver, Guyanna Goldfields, Klondex Mines, Semafo, Richland Gold, Alacer Gold, Pretium Resources, Seabridge Gold, etc. I know of about 40 others that are currently $2.50 and under, just ask b/c with just $..87, I can show you a miner that is one of my LT favorites which has massive FCF and trades at just 5.1X FCF!
I am a retired college faculty in Philosophy, with specializations in Ethics, Socio-political Theory and Rational Choice/Decision Theory. My teaching focus was on Business Ethics, Medical Ethics and Logic. After retirement I freelanced as a Grant Writer/Fund Raising Consultant. I have taught at Washington University in St. Louis, the University of Missouri - St. Louis, and St. Louis Community College.
I believe that potential investments ought to be evaluated through an examination of their fundamentals - i.e., fundamental analysis. Those investments can then be analyzed with respect to whatever criteria an investor may wish to bring to bear, but at least the investments they make will be more or less fundamentally sound. For me, one of the more important features of an investment (after fundamentals are satisfied) is dividend yield. I expect my investment to earn money for me.
I also believe that the day of the "traditional" investment strategy based on one's age/proximity to retirement is over. To be sure, one wants to put one's money in places where it is more secure, but in the day and age of internet-based investment services, a variety of ETFs, and reasonably safe investment vehicles, there is no need for retired people to stick the bulk of their assets in relatively unprofitable treasury notes and bonds.
I'm a CFA Charterholder and hold an MBA in Finance.
I spend a large amount of my free time analyzing and investing in energy companies of varying size. I'm currently covering oil and gas producers in the Permian Basin and the Eagle Ford. I try to provide quarterly coverage for several companies. I also look at oil and gas producers globally, in search of strong value plays. Anytime I find one, I write about it.
I will do my absolute best to provide quality research for you to consider in your investment decisions. However, I suggest you consult with your financial advisor prior to taking any action after reading an article, comment, private chat, or any other communication that I wrote. I urge you do your own research and draw your own conclusions prior to taking any action. My articles or comments are your starting point for your research. After you enter a trade, you are on your own to enter, exit, or take no action on the trade. I am not liable for actions you take after reading something that I wrote.
I am a lecturer at the University of Economics in Bratislava, department of Banking and International Finance. I have a Ph.D. academic degree, my dissertation was focused on commodity markets. Commodities and stock markets are also the main focus of my research and publication activitities.
I have approximately 10 years of investing experiences. My investments mostly focus on small- to mid-cap companies of resource sector, utilities and biotechnologies. I prefer long positions. I never short.
I had my first passbook account in the 1960s, and lost money in the 1987 crash. Subsequently, I have run investor chat rooms and an investing blog. I also am a published author and write a film animation blog at animatedfilmreviews.filminspector.com.
I bought my first Manhattan property in 1993 and also own property in Colorado. I enjoy investing in real estate and writing about it. I invest in income stocks such as REITs and consider that my area of expertise.
Oh, and I was mentioned in "Scam Dogs And Mo-Mo Mamas: Inside the Wild and Woolly World of Internet Stock Trading" (2000), by Wall Street Journal reporter John R. Emshwiller, a good guy. It's about the bad old dot.com days.
I began my professional career as a capital markets lawyer at the New York firm Cadwalader, Wickersham & Taft. In 2010, I returned to Notre Dame (’05 undergrad) for my MBA and graduated ('12) with an Investments concentration. I currently work as an equity analyst for an asset manager.
Please feel free to connect with me here or elsewhere--my linkedin profile is below: