Retired (as of June 1, 2016) Physical Chemistry Professor deluded into thinking that a spreadsheet and 24 years worth of historical data are sufficient to devise a winning trading strategy that focuses on volatility ETFs.
My first experience with investing was just prior to the dot com crash. I read up on momentum investing (how do buy) but not when to sell. You can guess how that turned out.
I began developing my current strategies in 2011, based primarily on my own ideas, available data, and self-taught expertise in programming Excel spreadsheets. The strategies have worked well enough for me to retire from my day job eight years ahead of original expectations.
Studied international affairs at the George Washington University with a focus in economics.
Experience as a senior manager for a large retail chain. Managed multiple locations with sales in the low seven digits.
On Twitter @PoliticsOfMoney
CTO, FLHP Trading Systems, LLC
Aerospace and Computational Engineer with 28 years experience in Engineering and Scientific Modeling and Programming including large scale vector and parallel processing. Work includes Finite Element Modeling in Structural Analysis, Magnetic Modeling, and Fluid Dynamics codes primarily for the Aerospace community. 30+ years of stock market and mutual fund investing, 8+ years of ETF and options trading.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
Author of Quantitative Investing. Designer of the Global Household Index and the systemic risk score MTS10 (click here to learn more). PhD in computer science, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries. Investor focused on market-neutral and low risk portfolios, looking for profitable combinations of value and quality factors. Also interested in short volatility trading and excess returns in closed-end-funds.
James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.
Visit: The Capital Spectator (www.capitalspectator.com)
Montrose Capital Group, LLC is a firm that is focused on reactive event investing. Instead of making a predictive bet based on a wide range of variables, Montrose generally focuses on securities that have suffered an adverse event and a corresponding plunge in price. The firm prefers to invest in underlying businesses that are stable and cash flow positive.
Michael A. Gayed, CFA, winner of the 2016 Dow Award and 2015 NAAIM Wagner Award, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts according to its ATAC strategies. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners. He has re-released his father's 1990 book Intermarket Analysis and Investing, now available on Amazon.com.
I was trained in finance, but work in strategy. I invest very infrequently, and balance my portfolio once a year. I buy and hold hold indices and volatility ETFs. I trade a little bit on the side, but that's pure gambling, for fun.
Host- OnlineMoneyShow.com -- The Online Money Show is done Live every Friday at 10am on Google+. The show features great guests and info on social media, online business and marketing, tech, current events and much more.
Online Money Show- http://OnlineMoneyShow.com
David Oldenburg Ultimate Real Estate Blog- http://www.housinguniverse.com/davidoldenburg
Linkedin Profile- http://www.linkedin.com/in/onlinemoneyshow
By day, I am a mortgage expert and real estate professional. I have helped more than 10,000 people buy, sell, refinance or invest in real estate. Much of this has been done through my talk shows and my mortgage and real estate company. I have extensive experience in short sales, REO's, 1031 exchanges, property flipping, first-time buyers. We offer FREE consulting for anyone wanting to buy, sell, refinance, invest, relocate to or flip homes in California! Contact me anytime :-)
Branch Manager Paradise Mortgage: I started doing home loans and consulting people on buying, selling and refinancing California homes over 20 years ago. I handle FHA, VA, CONV and HARP loans, along with almost all other loan programs. Internet direct pricing, lower than the banks with personal full service from an industry expert! Contact me anytime...phone consultations are always FREE!
Talk Show Host: For 18 years I have hosted highly successful shows like the "Your Money" show and the "Online Money Show". Shows range in topics from stock market investing to internet marketing to real estate and mortgage planning to wealth building and everything in between.
Stock Market and Options Trader: I have been trading for 20 years and love trading options, stocks, ETF's, speaking about these topics on my shows and helping others who need help.
Internet Marketing: I am big into marketing and promoting, both online and offline. I have produced and sold my own products and services online and offline and have had millions of dollars in sales.
How can we help each other?
Bill is Chief Investment Officer of Luby Asset Management LLC, an investment management company in Tiburon, California. He also publishes the VIX and More (http://vixandmore.blogspot.com/) blog and an investment newsletter. His research and trading interests focus on volatility, market sentiment, technical analysis, ETPs and options. Bill was previously a business strategy consultant. When not trading or blogging, he can often be found running, hiking, and kayaking in Northern California. Bill has a BA from Stanford University and an MBA from Carnegie-Mellon University. Visit Bill's blog, VIX and More (http://vixandmore.blogspot.com/)
I have been investing since the late '70s and managing individuals money since 1985. Over those 25+ years our composite average has compounded at 13.7% per annum, some 3.5 percentage points better than the S&P 500. Three percentage points might not seem like much, but over 25 years it doubles your money. I am currently not accepting new clients, and this in no way constitutes an advertisement.
I am currently an analyst at Iron Financial, an investment firm specializing in fixed income alternatives. I previously founded and managed a convertible arbitrage fund and have over 25 years of professional investment experience. I have a BSIOE from the University of Michigan and an MBA from the University of Chicago.
Dr. Moors has appeared over 1,400 times as a featured television and radio commentator in North America, Europe and Russia, including ABC, BBC, Bloomberg TV, CBS, CNN, NBC, Russian RTV and regularly on Fox Business Network.
A professor in the Graduate Center for Social and Public Policy at Duquesne University, where he also directs the Energy Policy Research Group, Moors has developed international educational programs and he runs training sessions for multiple U.S. government agencies. And until recent revisions in U.S. policy, Dr. Moors was slated to be the deputy director of the Iraq Reconstruction Management Office (IRMO) in Baghdad.
Please visit him at OilandEnergyInvestor.com
Disclaimer: Money Morning and Stansberry & Associates Investment Research are separate companies, and entirely distinct. Their only common thread is a shared parent company, Agora Inc. Agora Inc. was named in the suit by the SEC and was exonerated by the court, and thus dropped from the case. Stansberry & Associates was found civilly liable for a matter that dealt with one writer’s report on a company. The action was not a criminal matter. The case is still on appeal, and no final decision has been made.
Roddy Boyd is an investigative reporter who has worked for Fortune Magazine, the New York Post, The New York Sun and Institutional Investor News. He also founded The Financial Investigator website, www.thefinancialinvestigator.com. I also wrote "Fatal Risk," on the collapse of AIG.
Most recently, he has founded the Southern Investigative Reporting Foundation, www.sirf-online.org.
SIRF is dedicated to providing document-driven investigative reporting on publicly traded companies. Our work is centered on providing accountability and information to the investing public and regulators. We are organized as a tax-exempt organization, are members of the Investigative News Network and gladly adhere to the highest standards of journalistic integrity. We do not invest in any securities, short or long, and do not take payment for our work. No one sees our work prior to publication.
Cited by Barron's as one of the top financial websites to visit on the weekend, Financial Sense (www.financialsense.com) provides educational resources to the broad public audience through a daily podcast, editorials, current news and resource links on salient financial market issues. Begun in 1985 as a local talk radio program, Financial Sense Newshour (www.financialsense.com/financial-sense-newshour) is a weekly webcast with host Jim Puplava and top financial thinkers. Writing staff of Financial Sense includes: Jim Puplava, Chris Puplava, Ryan Puplava, and Cris Sheridan.
Financial planner and options trader for 25 years. During the dot.com era, gained 10,000% in a 12 month period from March 1999 to March 2000 with about 1,100 trades. Lost 100% of that amount in the dot.com crash and failure of the market to open for a week after 9/11, causing option positions to expire worthless. Never a dull moment.
Mark's mutual fund is launching December 15, 2011.
He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund.
His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639).
With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
The Forensic Factor (TFF) believes that individual investors are disadvantaged when investing in certain smaller companies. TFF believes we can profit from market inefficiencies while also identifying companies that are misrepresenting their prospects or financial results. By illuminating corruption in the capital markets, individual investors can make more informed decisions when investing hard-earned capital....
With that said, TFF is a profit organization and will frequently trade in the securities about which we write. Our positions will always be disclosed in the posting. TFF goes to great lengths to ensure that all information is factual and referenced. All facts that we present on this site are true to the best of our knowledge. All opinions presented are our own and accurately reflect our actual opinion on the relevant subject being discussed at the time
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Charles Rotblut, CFA is the editor of the AAII Journal, the flagship publication of The American Association of Individual Investors (AAII). Charles provides both insight about individual investor sentiment and market analysis. He is also the author of "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio" (W&A Publishing/Trader's Press).
Ben Strubel is the President and Portfolio Manager of Strubel Investment Management, LLC ("SIM") a registered investment advisor. Strubel Investment Management provides separate account management services for clients and also publishes The Value Investor's Edge Newsletter. Ben Strubel is a Graduate of Drexel University with a Master of Business Administration in Investment Management. After graduation Ben founded SIM. Prior to founding SIM Ben worked for several years in the Information Technology field at a Fortune 1000 company. Ben has a unique three pronged approach to investing. First, seek to lower costs as much as possible by avoiding high fee mutual funds and tax inefficient strategies. Second, diversify client funds across multiple uncorrelated asset classes. Third, maintain a value investing focus. Ben selects individual securities for the equity portion of client portfolios and focuses on buying companies with excellent fundamentals that have fallen out of favor with the market.
A*L was established in 2010 by Jon Carnes, a growth and value-oriented investor who lived for six years (from 2005 to 2011) in China where he researched and invested in dozens of Chinese companies, first long (2005-2009) and then primarily short (2010-2012). Mr. Carnes outperformed other investors by performing extensive “on the ground” due diligence, conducted by a team of experienced analysts and local researchers. His investment opinions were greatly respected by other China focused fund managers attracted to the booming economy but wary of getting duped.
Over several years of scrutinizing over a hundred companies in every corner of China, Mr. Carnes realized that many of those that had gone public were seriously exaggerating their financial performance in their SEC filings. Investors raced to invest billions into Chinese companies that were dishonest and legally accountable to no one, a recipe for disaster for investors, both large and small.
Deciding to take action, Mr. Carnes decided to publicly expose the most egregious frauds he had discovered over the years, focusing on the worst offenders: companies that had exaggerated their profitability by at least 100%. In February 2010, he published a series of reports titled “Management Leaving Investors Stuck at the Pumps” showing that China Natural Gas (formerly NASDAQ: CHNG) management defrauded investors by failing to disclose and likely misappropriating $20 million from an acquisition of an undisclosed related party.
Unfortunately, when CHNG discovered that Mr. Carnes wrote the reports, its chairman Qinan Ji responded by sending an agent to threaten him where he lived in China. Frightened by Ji’s threat, Mr. Carnes removed the reports from the Internet. From this point onward Mr. Carnes knew that publishing the truth while living in China might get him killed.
Mr. Carnes nevertheless chose to remain in China to continue exposing fraud. Knowing that the safety of his researchers depended upon absolute secrecy and anonymity, he published my reports anonymously online using the obvious pseudonym “Alfred Little.” Beginning with CHNG, over the next two years Mr. Carnes exposed a diverse array of investment fraud committed by a U.S. listed Chinese companies.
After two years, CHNG Chairman Qinan Ji’s effort to conceal his fraud finally failed. On 9/21/11 NASDAQ halted trading of CHNG and on 3/8/12 CHNG was delisted. Most importantly, on 5/14/12 the SEC filed fraud charges against CHNG and its Chairman Qinan Ji.
Two more of the companies that Mr. Carnes first exposed faced the same fate. On 2/22/12 the SEC charged Puda Coal (formerly AMEX: PUDA) Chairman Ming Zhao with fraud, confirming each of the allegations in his 4/8/11 report, “Puda Coal Chairman Secretly Sold Half the Company and Pledged the Other Half to Chinese PE Investors.”
Then on 4/23/12 the SEC charged SinoTech Energy (formerly NASDAQ: CTE) and two of its officers with fraud. On 8/16/11, Mr. Carnes was the first to blow the whistle exposing CTE’s massive fraud in a report titled “SinoTech Energy: Enhanced Oil Recovery or Capital Extraction.” Unlike other numerous smaller “reverse merger” frauds, Sinotech was a $168 million IPO listed on NASDAQ underwritten by UBS and Lazard Capital Markets and audited by Ernst & Young.
Three companies, Deer Consumer Products (“DEER”), Sino Clean Energy (“SCEI”) and Silvercorp Metals (“SVM”) criticized in reports published by A*L sued Mr. Carnes for defamation. The three companies coordinated their legal and retaliatory efforts, both in the U.S., Canada and China to silence Mr. Carnes.
The epic battle that followed ended swiftly in a complete rout. NASDAQ delisted DEER and SCEI. SVM and DEER both lost their defamation claims against Mr. Carnes. SCEI abandoned its defamation claim against Mr. Carnes.
After winning the battle against DEER, SCEI and SVM, A*L emerged with the best track record of any China focused investment blog.
Erick, Co-Editor of TechCrunch (www.techcrunch.com), has been covering startups and technology news for 14 years. At Business 2.0 he wrote feature stories and ran their main blog, Next Net, which has nearly 50,000 RSS subscribers. He also does a lot of video work and hosts regular panels of industry luminaries called Disruptor Round Tables. Prior to Business 2.0, Erick was an editor-at-large for eCompany and a contributing editor for Fortune. In 1999, Schonfeld won the prize for best information technology submission at London’s Business Journalist of the Year Awards, and in 2001 he won the prize for best space submission at the Aerospace Journalist of the Year Awards in Paris. In 1996 and 1997, Schonfeld was recognized in the TJFR Business News Reporter’s list of the “best and brightest financial journalists under the age of 30.” He appears regularly on CNBC, CNN, and NY1, and is a frequent speaker at industry conferences. Schonfeld graduated magna cum laude from Cornell University in 1993.
Longstanding investor in Looksmart (and a 70 yr old ex-tradesman), who has a passionate interest in the problems of newspapers along with their success in all their monetisation attempts made, on the web. For the "times are indeed, a changin", I feel.
[17th of Aug, 2011 - Print media (sadly), has lost a sense of that preponderance it once held in our society. There is hope. - But it needs a fundamental change in that ingrained culture that has been the way, of the past.
Please read the article linked below (and especially all the 'free' user comment), that has also been added today.]
And, history will soon show that ACAP (the, Automated Content Access Protocol), that I have been so "passionate" about in many a post made everywhere over the past few years, will not only become a part of our every-day lives, but will be fiercely-enforced along the way...And rightly so...
Where your "free" (Local) "rag", may well even survive and become (as was also predicted by myself back in 2005). the very "lynch pin" between local business and the web!
And it seems that Europe will lead the way....It's a lengthy read, that some will find is well worth-while to do so.
"Publishers demand IP Rights To Protect Journalism"
Added August 16th, 2011 - "Newspapers Need a DNA Transplant"
March 6th, 2012 - "Newspapers: It’s not a revenue problem, it’s a culture problem"
“Publishers need to think how that [their] brand lives on the Web" - http://www.digiday.com/publishing/in-turnabout-publishers-act-like-marketers/
Rupert Murdoch: The future of newspapers is all digital http://dlvr.it/1V8dPY
New Orleans, newspapers and the beginning of the end
By Mathew Ingram May. 25, 2012
Friday Sep 21, 2012, 11:22pm EDT
LOOK: $0.89 Up 0.08 (+10.53%) 4:00PM EDT|After Hours : 0.89 Up 0.00 (0.03%) 4:09PM EDT
Two excellent articles I've just read (I feel) encapsulate this lon 'drawn out' road to come up with a solution that becomes, the 'intersection of search and display'.
"Do you hear that rumble in the distance? It’s change coming. What sort of change, you ask? Well, the events of the last few weeks collectively point to a pretty big shift in the search landscape.
First, has traditional search engine usage reached its peak?
When people skip over a search engine and go straight to Amazon for product search, it’s clear that either Amazon is doing something very right, or search engines need to improve their results. Changes to Google Shopping may help improve the experience for users, but is it too little too late?"
"Google News, its executives tell me, now "algorithmically harvests" articles from more than 50,000 news sources across 72 editions and 30 languages.
And Google News-powered results, Google says, are viewed by about 1 billion unique users a week. (Yep, that's billion with a b.) Which translates, for news outlets overall, to more than 4 billion clicks each month: 1 billion from Google News itself and an additional 3 billion from web search.
As a Google representative put it, "That's about 100,000 business opportunities we provide publishers every minute."
It's been an amazing story all the way. With LUMA Partners publishing it's LUMAscapes that map over 1,500 companies across seven sub-sectors of digital:companies saying, that within the circles alone [they] represent approximately $3 trillion of market capitalization and $450 billion of cash and securities. - http://www.lumapartners.com/the-strategic-buyer-lumascape/
Where do they start to rein-in some of that invested capital? My thoughts are contained in the following two links: https://www.facebook.com/ross.bradley.18/posts/10151231209526605
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs.
Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy.
Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc.
Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client.
Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Dr. Joel West is professor of Innovation & Entrepreneurship at the Keck Graduate Institute, one of the seven Claremont Colleges in Los Angeles County. He was co-editor of the book Open Innovation: Researching a New Paradigm (Oxford, 2006). His consulting focuses on IP strategies and business models for software and Internet service companies. Before KGI, he spent nine years as a faculty member at the San Jose State College of Business, was president and co-founder of Palomar Software and also a columnist for MacWEEK.
For more information, see Joel’s website (http://www.joelwest.org/) and the home page for his blogs (http://www.joelwest.org/blogs).