I am a molecular biologist that has worked in the biotechnology and pharmaceutical industry for over 10 years. While considering buying a home in the year 2004, I started to get the feeling that something was very wrong. Since then I have studied economics and all things financial to educate myself. I started my own blog, Economic Disconnect (http://economicdisconnect.blogspot.com/ ), in September of 2007 to share my ideas and try to inform and entertain.
Glen Bradford MBA is a born again independently wealthy accredited private investor and prior hedge fund titan that enjoys the process of discovering where and why he's wrong as soon as possible. He contributes to Seeking Alpha primarily to read people's negative feedback so that he can avoid generating unnecessary losses.
The absolute best you can do is give someone an opportunity and incentive to take it.
Take upon yourself worth carrying and enjoy as your own.
"Uncertainty will certainly work for me." - Glen Bradford March 2009.
Stephen Schork is the editor and visionary behind The Schork Report (http://www.SchorkReport.com), the leading market intelligence resource for technical and fundamental analysis of the energy markets. Our parent company, The Schork Group, Inc. recently launched ETF Market Intelligence (http://www.ETFMarketIntelligence.com), a weekly publication targeted towards the individual trader looking to diversity their portfolio. As a research analyst and trader, Mr. Schork is distinguished by his skill in identifying pricing inefficiencies in and among commodity markets. Through a multi-disciplinary approach to trading and idea generation, Mr. Schork has proven superior results across a variety of commodity and derivative trading strategies. Mr. Schork is also active on a consultative level with clients, offering unparalleled access and personalized counsel. Mr. Schork has more than 17 years experience in physical commodity and derivatives trading, risk systems modeling and structured commodity finance. Prior to founding The Schork Report (http://www.SchorkReport.com), Mr. Schork spent 15 years as a NYMEX floor trader and senior analyst. In the daily report, Mr. Schork blends these distinct disciplines to present a unique approach to market intelligence, with a focus on providing operative trading strategies. Mr. Schork is regularly interviewed by media outlets including The Wall Street Journal, The Los Angeles Times, BusinessWeek, Bloomberg News, Reuters, AP, Platts, and CNNMoney.com. He is also a frequent guest on CNBC, Bloomberg TV, Fox Business Network and NPR. Further information is available at ETF Market Intelligence (http://www.ETFMarketIntelligence.com) and The Schork Report (http://www.SchorkReport.com).
Brett earned his first contrarian investing profits in 2004 when he purchased an obscure investment (at the time): sugar futures. His friends on Wall Street stopped laughing soon enough when sugar rocketed to multi decade highs, illustrating that it indeed pays to be contrary.
Brett quickly learned that the key to maximizing profits while minimizing losses is to invest against the crowd. He has since scoured the universe of stocks, commodities and options, searching for popular and tradable market misconceptions.
Brett has been featured in The Economist, Forbes, The Globe and Mail, Chicago Tribune and Seeking Alpha. He is a graduate of Cornell University, with a degree in operations research and industrial engineering.
In addition to his love of investing, Brett is an experienced technology entrepreneur. He co-founded two successful high-growth software companies, Chrometa, maker of the world’s most advanced timekeeping software, and LeadDyno, an online marketing tool for small businesses.
Alpha Author is an Associate Professor at the Stern School of Business, New York University. His research focuses on corporate strategy and international expansion. He studies how and why firms enter foreign markets, why firms choose certain locations, how firms govern operations, and how expansion impacts firm performance. Alpha Author's research papers have been published in the Academy of Management Journal, Organization Science, Management Science, Journal of Economics and Management Strategy, Strategic Management Journal, Journal of International Business Studies, Organization and Environment, the Academy of Management Best Paper Proceedings, and in various academic books. Alpha Author published his first book in 2007. Alpha Author's academic accomplishments include several noteworthy distinctions: Newman Prize; Richman Award; Haynes Best Paper Prize; IABS Best Article Award; INFORMS Dissertation Competition (Runner-up); Richard N. Farmer Award (Finalist); Gunnar Hedlund Medal (Finalist); Academy of Management Best Paper Award (Nominations in 2002, 2003, and 2008). Alpha Author holds a B.B.A. in Finance from the Ross School of Business, University of Michigan. He earned his Ph.D. in International Business Strategy from the Stern School of Business, New York University.
Vincent Fernando has worked as an Asia-regional analyst for a top tier investment research firm, and as a investment analyst for a US-based portfolio management company. He currently runs a research consulting business called Real Research LLC and provides research consulting services to a multi-strategy hedge fund. Visit: Research Reloaded (http://www.researchreloaded.com)
Mr. Denninger is the former CEO of MCSNet, a regional Chicago area networking and Internet company that operated from 1987 to 1998. MCSNet was proud to offer several "firsts" in the Internet Service space, including integral customer-specified spam filtering for all customers and the first virtual web server available to the general public. Mr. Denninger's other accomplishments include the design and construction of regional and national IP-based networks and development of electronic conferencing software reaching back to the 1980s.
He has been a full-time trader since 1998, author of The Market Ticker (http://market-ticker.org), a daily market commentary, and operator of TickerForum, an online trading community, both since 2007.
Mr. Denninger received the 2008 Reed Irvine Accuracy In Media Award for Grassroots Journalism for his coverage of the 2008 market meltdown.
In 2011 Wiley published his book "Leverage", detailing the causes of the 2008 financial collapse along with analysis and policy prescriptions for the future.
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
About a year ago, a company asked me to write a daily blog for them. I told them that I’d never read a blog and had absolutely no idea how to write one but sure, if you want to pay me for it, I’ll give it a shot. It was either my good or bad fortune to start at the beginning of the credit crisis. Good because there was a lot to write about, bad because they didn’t really want me to chronicle and opine on the disaster of the day. Guess who won that standoff. But I was hooked on blogging, so I started my own blog, called it But Then What and here we are.
I’m not sure that credentials mean much when it comes to writing about things but people seem to want to see them, so briefly here are mine. I have an undergraduate degree in economics from an undistinguished Midwestern university and masters in international business from an equally undistinguished Southwestern University. I spent a number of years working for large banks lending to lots of different industries. For the past few years, I’ve been engaged in real estate finance – primarily for commercial projects. Like a lot of other finance guys, I’m looking for a job at this point in time.
Given all of that, I suggest that you take what I write with the appropriate grain of salt. I try and figure out what’s behind the news but suspect that I’m often delusional. Nevertheless, I keep throwing things out there and occasionally it sticks. I do read the comments that readers leave and to the extent I can reply to them. I also reply to all emails so feel free to contact me if you want to discuss something at more length. Oh, I also have a very thick skin, so if you disagree feel free to say so.
Enjoy what I write and let me know when I’m off base – I probably won’t agree with you but don’t be shy.
Visit my blog http://www.butthenwhat.com or follow me on twitter at twitter.com/tomlindmark.
Peter Cooper is the editor and publisher of the ArabianMoney Investment Newsletter and ArabianMoney.net website. He was formerly a partner in AMEInfo.com, sold in a private equity deal in 1996. His book 'Opportunity Dubai: Making a Fortune in the Middle East' was a best seller, and his latest 'Dubai Sabbatical: The Road to $5,000 Gold' is a sign of where he sees the future. Peter is a Dubai resident and contributes columns to many local publications. He was a contemporary of British foreign minister William Hague at Oxford University.
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James F. Wood is a retired Country Manager for Citibank in three Latin American countries.
At 71, James is devoted to analyzing markets and where our economy is going. He believes that the next few years will be some of the toughest we have had since the Depression which started in 1929.
Market Folly is your go-to source for all the latest activity from prominent hedge funds. We're pleased to announce our brand new quarterly newsletter, Hedge Fund Wisdom. In it, you'll see what the hedge funds have been buying and selling. We track 25 of the most prominent managers in the game as well as provide in-depth equity analysis of the stocks they've been buying. Click the link below to see a free sample issue.
The author of Market Folly has experience at a long/short equity hedge fund, has been investing for a decade, and has degrees in Economics and Communications.
A serial social entrepreneur passionate about disruptive technologies, with a decade of experience in Homeland Security technology solutions. Jen invested in and helped build a designated Dept. of Homeland Security Anti-Terrorism Technology company, co-founded by the U.S. DOE and funded by DNDO (Domestic Nuclear Detection Office) to develop and deploy technologies to protect global infrastructure from chemical, biological, radiological and nuclear attack. The company's award winning sensor technology was built to protect seaports, borders and critical infrastructure. One of her current companies is building next-generation, high-capacity, environmentally friendly batteries. She was also a former advisory board member of an innovative biotechnology firm that won the prestigious Frost & Sullivan award for best pancreatic cancer diagnosis and treatment company- today, Precision Biologics.
Jen is passionate about macroeconomics, securing our grid and global trends. In early '07 speeches and as editor of the Contrarian Consensus she was one of the first voices to warn of a coming crash of 1929 proportions and to forecast gold's rise above $1,000. She is a part of several think tanks including: The Task Force on National and Homeland Security, The Aspen Institute, TED, The National Committee on American Foreign Policy, Renaissance Weekend, Summit Series and is on the Steering Committee of the Secure The Grid Coalition.
Her first entrepreneurial endeavor was in her early twenties when she quickly rose to be one of the youngest top fashion designers in North America. Winning numerous awards and industry recognition including: The Young Woman of Achievement Award and The Clairol Fashion Award for Young Talent. Her bestselling motivational guide for young women, published by Penguin Putnam in 2000, sold in 20 countries and is available in 7 languages. She was a frequent commentator on over 100 radio and TV shows including; ABC, CBS, CTV, FOX, CNBC, MSNBC, Good Day New York, New York One, Report on Business TV.
She was the co-founder and co-chairman of the Metropolitan Foundation Gala in New York City for over 13 years raising money for breast cancer and the environment. She was awarded the Manhattan Award honoring individuals who have made a special contribution to the city’s spirit, excellence, and compassion. In her teens she competed on the European Pro Freestyle skiing circuit, winning the Italian championships and placing 2nd in the Swiss championships.
Nicholas Waltner is the Managing and Founding Principal of Kulshan Capital Management, LCC, a Seattle based investment advisor. Kulshan focuses on the application of the behavioral finance concept of market sentiment to extract alpha in the equity derivatives markets. Mr. Waltner’s career in finance began at PaineWebber in municipal finance in 1986 following undergraduate studies and then continued Salomon Brothers following graduate studies. His career lasted over 16 years with postings in New York, Chicago, Tokyo and Zurich. While at Salomon, Mr. Waltner worked in a variety of areas including bond market research, bond and equity portfolio analysis, equity derivatives sales, equity derivative product development and finally equity derivative trading. After overseeing and managing the integration of Salomon’s, Smith Barney’s, Citibank’s and Nikko Securities’ equity derivatives teams in Tokyo into the Salomon Smith Barney platform, Mr. Waltner went on to establish an equity derivatives financial products team at Bank of America both in Japan and in Asia. Mr. Waltner was named Derivatives Week “Asian Derivatives Innovator of the Year” in 2000. Mr. Waltner received a bachelor’s degree in physics and German language and literature from Wesleyan University and a master’s degree in business administration from the University of Chicago with concentrations in finance and statistics. Mr. Waltner is fluent in German and Japanese along with studies in Latin, French and Spanish.
Tyler Durden (a pseudonym) represents the idea that a return to truly efficient markets is a possibility and a necessity. After having experienced the inner workings of capitalism at various asset managers and advisors, Tyler believes that the current model is flawed and a deleveraging at every level of modern society is needed to reinspire the fundamental entrepreneurial spirit. Visit his blog: ZeroHedge (http://www.zerohedge.com/)
Gregor Macdonald is an oil analyst and energy sector investor, who also focuses on the coming transition to alternatives. He has spent this decade researching and investing in the energy sector. While his focus remains on global fossil fuel supply, he has developed several models for transition to The Grid, as the world migrates from autos, to public transport. Solar, Wind, Nuclear and other sources of new supply to The Grid will also be a focus of his writing.
I wrote a book called DISCIPLINE. I am a father, a financial analyst, an economist, a programmer, and a privacy and security specialist. I am curious about everything.
Eric Falkenstein (http://www.efalken.com) works for Walleye Software, based in Minneapolis. His blog, Falkenblog (http://falkenblog.blogspot.com/), is mainly about economics and finance. Prior published articles are kept here (http://www.efalken.com/papers/index.html).
Prior to his current position, Eric was a long/short equity portfolio manager at Deephaven Capital Management and Telluride Capital Management. Prior to that, at Moody's he developed RiskCalcTM, the leading tool for estimating private firm default risk. At KeyCorp bank, he was Head of Capital Allocations and Quantitative Research, and implemented various capital allocation processes around the bank. He has a PhD in economics from Northwestern University. His recent book, Finding Alpha, was published by Wiley Finance.
Visit his blog: Falkenblog (http://falkenblog.blogspot.com/)
Rob Viglione is a real estate investment consultant and owner of SoCal Real Estate Advisors, Inc.(www.socalrea.com), a firm specialized in real estate analysis and risk management. He is also managing director and General Partner of Viglione & Associates Assurance Group, L.P., and runs the Viglow Scholarship Fund. His political and economic philosophies can be found on www.thefreedomfactory.us.
For more than four decades, I have counseled executives on their organization’s communications strategy. Much of my career has focused on investor relations issues for public companies in a wide range of industries, facing numerous issues at various times in their life cycles. I have worked as part of the senior management teams of three public companies, and with scores more clients directly and as leader of several successful communications agencies I created and led. I now work as an independent consultant with a limited number of clients. I am also Chairman of Nuuko, Inc., a collaboration platform I co-founded and helped to build for individuals with C-level experience and boutique consulting firms.
Before creating Nuuko and then becoming an individual consultant using the Nuuko platform, I co-founded Qorvis Communications, an integrated public relations, public affairs, advertising, online marketing and research firm based in Washington, DC. Using a unique no-timesheets business model I created, Qorvis became one of the largest and fastest growing firms of its kind in the nation. I sold my interests in Qorvis in early 2010.
Over the course of my career, I have been involved in amicable and hostile acquisitions, initial and follow-on equity and debt offerings, Chapter 11 filings, and virtually all other corporate events. My overall communications experience is very broad, and includes well-known and highly regarded public relations, advertising and interactive/digital campaigns. Ever since my first job in my young twenties, when I led the public information campaign for the integration of the Alexandria (VA) Public Schools (memorialized in the movie “Remember the Titans”), I have always reported to the organization’s most senior leader.
I am a frequent speaker to business and academic groups and quoted in the news media often. I received my BA in philosophy from The George Washington University in 1967.
I am currently a market strategist and portfolio manager for the Alpha Macro Strategies Fund. After graduating from the University of Western Ontario with a BA in economics, I successfully completed the CFA program in 2007.
Through ten years of experience in the industry I have come to realize my strengths and weaknesses. While my batting average for "correct" ideas is very high (you can scroll through my previous articles for an idea), my timing is not always the best. I tend to only get interested enough in investing in things (stocks, commodities, markets, whatever) when they have reached an extreme. Unfortunately these investments bring big volatility along with big opportunity. So it might make sense to average into any ideas mentioned (as I've learned to do through a series of very painful lessons).
Also if you're wondering why my gap between articles is so large, it is mostly due to desire. I only write when I have strong feelings on something and I tend to only have strong feelings on things when people are loudly espousing an opinion opposite to mine.
Simon Johnson, former chief economist of the International Monetary Fund, is a professor at the MIT Sloan School of Management and a senior fellow at the Peterson Institute for International Economics. He is a co-founder of The Baseline Scenario.
James Kwak is a former McKinsey consultant, a co-founder of Guidewire Software, and currently a student at the Yale Law School. He is a co-founder of The Baseline Scenario.
All opinions expressed here are those of the authors alone, and not necessarily those of the organizations with which they are affiliated or any other organization or person. Visit The Baseline Scenario (http://baselinescenario.com/ )
Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Authored by investment and finance professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt, and have studied under or worked with luminaries such as Yale Chief Investment Officer David Swensen and Economics Nobel Laureate James Tobin, MOI delivers timely, differentiated investment ideas. In a market flooded with data and opinion, we deliver clarity.
I have been investing in the media, technology, and telecommunications sectors for the past 20 years. I am currently self employed but have worked at a few of the major Investment Banks as an equity analyst. My investment style is to look for growth stocks trading at depressed levels either because of poor management, a few missed earnings reports, or missed product cycles and then look for catalysts that will likely reverse the negative trend.
Visit his blog: Technology, Media and Telecom (TMT) Analyst (http://mediatechanalyst.blogspot.com/)
Dr. Kris has two degrees from MIT because one just wasn't enough. Her life goal was to figure out the universe and having done that (at least to her satisfaction), she decided to tackle something even more difficult—the stock market.
Applying the scientific method along with an insatiably curious mind, she began trading stocks, futures, and options in order to find the holy grail to market success. She's discovered to her immense satisfaction that not only is there one way to succeed but many. Combining her love of cooking with the stock market, she's devised recipes for investment success designed to please the palate of most investors. Dr. Kris currently manages a private equity long/short portfolio and writes of her current research projects that appear on her website, StockMarketCookBook.com.
Her most exciting project is applying market timing models to Modern Portfolio Theory to not only give greater returns but at substantially lower levels of risk. (See PortfolioPreserver.com for further information.)