"Never take a position without an exit strategy, discipline is by far the tao of trading."
Graduated from the Wharton School at the University of Pennsylvania with a class load focused on Fixed Income & Fixed Securities, Corporate Valuation, Financial Derivatives, Investment Management, Corporate Finance, Statistical Inference etc.
Have a keen interest in broad knowledge - knowledge that has potential to reorder industries. Consistently sifting the market for arbitrage opportunities in event-driven, contrarian or special situations. Our work has been featured on Yahoo! Finance, Canadian Business Journal, CNBC, Nasdaq, Investment Properties Mexico, Investopedia, Amigobulls etc.
Legal notice: All the information contained here is presented "as is,"without warranty of any kind, whether express or implied, as of the accuracy, timeliness, or completeness of any such information or with regard to the results to be obtained from its use.
I am an independent part time investor. I have held C-level positions in information technology, consumer electronics, industrial services and upstream energy industries. My goal is long term capital appreciation and income growth. I prefer to identify medium to long term secular trends and then analyze companies positioned to exploit those trends.
Josiah has over 8 years of experience in corporate finance, financial consulting and accounting. He specializes in high-yield fixed income and exchange traded debt securities. Currently, he manages his personal fixed income portfolio and retirement portfolio.
I’m an independent financial consultant and writer, financial markets fan. I’m also an economist at ERC, the media regulatory agency in Portugal. I have more than 15 years of research experience in macroeconomics, fixed income credit and emerging markets, part of them as Head of Research at Itaú Europa and Head of Itau Group's fixed income credit research team (sell side). Also worked in capital markets at MillenniumBCP Investment Bank and been Head of Financial Institutions and International expansion at Banco Privado Atlantico Group.
By writing articles for Seeking Alpha I can deepen my knowledge of the econometrics of financial markets. In return I hope to give articles that will be interesting to the financial community.
My articles and instablogs do not constitute any investment recommendations or professional advice.
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.
Joseph Gaebler is a student at the University of Southern California's Marshall School of Business. He is a member of the USC Value Investing Group. Joseph uses fundamental valuation to determine the intrinsic value of equities.
I work for a small long/short, value-oriented investment partnership. On the long side, we prefer to invest in high quality businesses that possess discernible competitive moats, which operate in industries with reliable, growing end markets. For short positions, we generally look for companies that operate in highly competitive markets with low barriers to entry. We also specialize in "special situation" shorts, which may include circumstances where we believe a company's management team has misled investors about business prospects or where the market has misread certain corporate developments.
An economist disguised as a normal person, an occasional contributor and frequent questioner, I am no one of consequence. Ask anybody.
"Words ought to be a little wild, for they are the assaults of thoughts on the unthinking." -- J.M. Keynes
"I ask you to judge me by the enemies I have made." -- Franklin D. Roosevelt
"The key to making money in stocks is not to get scared out of them." -- Peter Lynch
Dominic Picarda, CFA, CMT, CAIA is Associate Editor of Investors Chronicle, a part of Financial Times Group. He is the author and creator of IC Market Tactics a fortnightly report covering tactical asset allocation ideas and issues. A regular speaker at live events, he also presents the Big Question, a webshow at www.investmentcompass.co.uk.
I focus on writing about individual stocks, frequently in the financial industry. I work as a mid-level executive in the insurance industry on the portfolio management side. I'm an experienced stock investor, and I'm eager to share my industry expertise and what I've learned about investing with other Seeking Alpha users.
Brad McMillan is the chief investment officer at Commonwealth Financial Network®, member www.finra.org, www.sipc.org, the nation’s largest privately held independent broker/dealer–RIA. He is the primary spokesperson for Commonwealth’s investment divisions. Brad earned degrees from Dartmouth College (BA), MIT (MS in real estate development), and Boston College (MS in finance), and he holds the CFA®, CAIA, MAI, and AIF® professional certifications. Other professional qualifications include designated membership in the Appraisal Institute® (MAI), the CFA Institute, and the CAIA Association®. Brad is a frequent commentator on the financial markets, U.S. economic policy, and the global economy as a whole for a range of media, including the Wall Street Journal, CNBC, CNN International, Barron’s, and Bloomberg News. Brad has worked as a real estate developer, consultant, and lender; as an investment analyst, manager, and consultant; and as a start-up executive. He has started and run several companies and has traveled around the world.
Research Affiliates, LLC is a global leader in smart beta and asset allocation strategies. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products.
The firm is built on a strong research base, led by Rob Arnott, Jason Hsu, and Chris Brightman. We deliver solutions in partnership with some of the world's leading financial institutions, who offer mutual funds, ETFs, separately managed accounts, and/or commingled accounts.
Research Affiliates was founded in 2002 and is based in Newport Beach, California.
Research Affiliates is committed to being the preeminent source of insights and products that transform the global investment community for the benefit of investors.
Occupation: Data Ferret
Location: Your Neighborhood, State of Confusion
Introduction: Intelligence gathering, analytics, predictive simulation, management consulting.
Interests: Capital Markets, Eurodollar, FX, CDS, Interest Rate Swaps, Keep your eyes peeled to the sky, it isn't falling, but you really should look up, cause it could be a name brand, getting ready to pancake you.
Favorite Movies: Hollywood is producing nothing but crap these days.
Favorite Foreign Films: Cinema Paradiso, Subway, Jean de Florette & Manon of the Spring
Favorite TV: Better Call Saul, NCIS, Major Crimes, Silicon Valley, Halt & Catch Fire, The Leftovers, Grimm.
Favorite Music: Anything except some country western and most rap.
Favorite Books: Reminiscenes of a Stock Operator - Edwin Lefevre, The Nature of Deference & Demeanor - Irving Goffman, The Stand - Stephen King.
I am the Chief of Operations at Wolfram Solutions, the consulting arm of the large privately held software company, Wolfram Research. I manage teams of programmers developing custom applications for business and, government, applying advanced analytic methods to practical challenges. I played a major role in the development of many of the financial features of Mathematica and Wolfram|Alpha. I have been at Wolfram for over 15 years. My academic background is in the social sciences and analytic methods in the social sciences, including finance, economics, statistics, modeling, simulation, and operations research. I studied at the University of Chicago, both undergrad and grad. I am also an individual investor with 30 years experience, mostly using mutual funds and fundamental analysis, plus specific investments in the financial sector. My contributions on Seeking Alpha focus on the financial sector and monetary economics, and what analysis of those areas can tell us about other macro trends. I also discuss portfolio theory, formal methods in finance, modeling and simulation of financial prices and economic time series, government statistical releases, financial regulation, and monetary policy.
I retired early a few years ago. I was the Credit Manager for a mid-sized publicly traded bank. I traditionally have invested in and written about small and micro cap value stocks. Recently I have been also buying and writing about small and micro cap growth stocks. I have found as an investor you can get an edge in researching and talking to management of small and micro cap companies that have little or no analyst coverage. About 20-30% of my portfolio are deep value stocks, and that is historically where I have had the best returns.
I have had an interest in the the economy and financial markets since i was around 10 years old. Throughout the years, this interest waxed and waned until college, when I discovered how complex and interesting economics could be; and also how useful it could be as a tool in finding profitable opportunities in the markets.I build on this information everyday, along with the knowledge I have gained about markets through years of study.
Also, I've created youreconomicseducation.com, a website for learning Economics through the undergraduate level. With this resource, I hope to create the possibilities for those who want to learn Economics, but cannot for some reason, to do so.
I am interested in small capitalized companies with a high optionality to the upside compared to the relative downside risk. I am grounded in a value based approach but will also explore special situations. I am a trained CPA and continue to practice in industry.
Warning: my twitter account is very random but will have a lot of economic and business items sprinkled with Green Bay Packer comments.
OppenheimerFunds, a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $216 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of December 31, 2015. Founded in 1959, OppenheimerFunds is a high conviction asset manager with a history of providing active, innovative investment strategies to its investors. The firm’s 14 distinct, collaborative investment management teams specialize in equity, fixed income, alternative and multi-asset strategies. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors serving individual investors. OppenheimerFunds provides advisory services to the Oppenheimer mutual funds, and OFI Global Asset Management offers solutions to institutions. For more information, visit oppenheimerfunds.com.
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
I am an essayist who writes primarily about Burkean conservatism, capitalism, and the concept of durable independence. I specialize in investment theory, Iowa politics, education, and family travel. My interests range from home and furniture restoration, to scuba diving, cycling, camping, and gardening. I also like to write about connections I see between literature, philosophy, art, history, and current affairs. I hold a master’s degree in politics from Iowa State University, graduated magna cum laude and was the recipient of Iowa State’s graduate research award in in 2015.
I have worked as a teaching assistant (ISU), a fiction writer (Losing Latitude, Symptoms of a Broken Heart), a political blogger (Des Moines Examiner), a hospitality auditor (Hilton), a publisher (Remarco Publishing), a vending machine repair man, an antique furniture restorer, and a swimming instructor. As an undergraduate, I worked full-time overnights at a gas station to pay for school. For the last six years, my primary job has been as a stay-at-home dad to two children ages six and four.
I am currently working on a book about the definition of conservatism and the value of durable independence, as well as laying the groundwork for a non-profit that focuses on land conservation and utilization in Iowa. In 2016 (when my youngest starts school) I’ll be looking for teaching opportunities in central Iowa or administrative work in higher education.
Physical Chemistry Professor (retiring June 2016) 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 three years ago, based primarily on my own ideas, available data, and self-taught expertise in programming Excel spreadsheets.
I'm a Managing Director at A North Investments (ANI), a quantitative hedge fund based in New York. Those who'd like to contact me, private message me here or email me at firstname.lastname@example.org.
I’m an early 40′s Internet entrepreneur that launched several dot coms with varying success in each. At the very least my living has been made online for the past 17 years and at the most I had a fun time in each venture.
I began seriously investing for dividend income around 2007 when my business at the time was literally falling off a cliff, as most of the world was starting too as well, when my need for another income stream became more apparent. I have always known the benefits of dividends from my very first stock purchase back in 1988 but wasn't yet sold on the concept of tying up my money indefinitely purely for a dividend income stream. It was around that time that I learned about Dividend Aristocrats and Dividend Champions when it all just made sense. I could literally see the effects of compounding dividends from these select companies and thought a nice diversified portfolio could provide me with a decent to excellent income stream decades down the road.
I participated in the creation of financial derivatives, beginning with the introduction of Eurodollar and Standard and Poors futures at the CME, and including the secondary market trading of OTC swaps. I have established and managed trading desks in these instruments and managed MHT Futures, Inc., one of the first bank subsidiaries to clear futures. Today I teach and write about the need for market-based innovation in these seriously flawed markets.
Hardcore Grinder. Professional.
Works 7 days a week for as long as it takes to provide the best life possible for his family.
Currently 32. Life's goal is to reach 100 k a year in dividends.
Hopefully by 50 years young!
Hightower is the leading end-to-end leasing management platform for the commercial real estate industry. Hightower helps owners and brokers save time, improve visibility, and reduce risk in their portfolio. Founded in 2013, Hightower has thousands of customers from around the world using its platform, with enterprise customers including Vornado, CBRE, NGKF, Beacon Capital, Shorenstein and more. www.gethightower.com
Jeff Malec is the CEO and founding partner of Attain Capital Management (www.AttainCapital.com) - a commodity futures brokerage and research firm specializing in managed futures investments through individually managed accounts and privately offered funds. Please read the important disclaimer regarding managed futures below:
Composite performance records are hypothetical in nature, and the trading advisors have not traded together in the manner shown in the composite. Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any multi-advisor managed account or pool will or is likely to achieve a composite performance record similar to that shown. In fact, there are frequently sharp differences between a hypothetical composite performance record and the actual record subsequently achieved. One of the limitations of a hypothetical composite performance record is that decisions relating to the selection of trading advisors and the allocation of assets among those trading advisors were made with the benefit of hindsight based upon the historical rates of return of the selected trading advisors. Therefore, composite performance records invariably show positive rates of return. Another inherent limitation on these results is that the allocation decisions reflected in the performance record were not made under actual market conditions and, therefore, cannot completely account for the impact of financial risk in actual trading. Furthermore, the composite performance record may be distorted because the allocation of assets changes from time to time and these adjustments are not reflected in the composite.
Forex trading, commodity trading, managed futures, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. Unless distinctly noted otherwise, the data and graphs included herein are intended to be mere examples and exhibits of the topic discussed, are for educational and illustrative purposes only, and do not represent trading in actual accounts.
The mention of asset class performance is based on the noted source index (i.e. Newedge CTA Index, S&P 500 Index, etc.), and investors should take care to understand that any index performance is for the constituents of that index only, and does not represent the entire universe of possible investments within that asset class. And further, that there can be limitations and biases to indices: such as survivorship and self reporting biases, and instant history.
Past performance is not necessarily indicative of future results. The regulations of the CFTC require that prospective clients of a managed futures program (CTA) receive a disclosure document when they are solicited to enter into an agreement whereby the CTA will direct or guide the client's commodity interest trading and that certain risk factors be highlighted. The disclosure document contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA.
Roger Lipton @RogerLipton (Twitter) has followed the restaurant/retail industry for four decades, as an analyst, investment banker, investor and advisor. He manages an investment partnership, within a family office, with a particular emphasis on restaurants and retailing, with a secondary concentration in precious metals relating to international monetary developments. He tweets on a regular basis @RogerLipton, and is the purveyor of an interactive website@ http://www.rogerlipton.com
Bruce Wilds is an independent businessman and licensed general contractor that owns real estate in the Midwest, his holdings include apartments, retail space, and office complexes. He has invested in several businesses and traded both commodities and stocks for several decades. Wilds considers himself well anchored to reality and the economy as he maintains, designs, and leases buildings. His work has made him keenly aware of rapidly changing lifestyles and trends in new business formation. The not for profit blog he maintains incorporates many of the experiences and knowledge garnered from his hands-on business style, extensive travels, and studies of history, politics and economics.
Bruce Wilds is also the author of the book "Advancing Time", the book focuses on how the ever quickening pace of change impacts today’s society and the massive challenges it creates. He feels that it is crucial we understand that we are living in a unique era the likes never before experienced by past generations. History viewed in the framework of mans time on earth forms the crux of this somewhat radical perspective. Journeys from the beginning of man to our current state helps us make sense of our fast changing chaotic world. Advancing Time illuminates the responsibilities society faces. Used as a tool Wilds wrote it with the hope it would help clarifies the choices before mankind, guiding and giving hope to those who want to have a positive impact.