"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson Managing partner of the Schildpad & De Haas partnerships. Seeking Alpha PRO contributor since the library's inception in 2013. A special selection of investment ideas is available through the Exclusive Research service.
Fifty-plus years common stock investing experience. Worked forty-two years on the sell side in institutional equity sales positions with Kidder, Peabody, A. G. Edwards and Wells Fargo.
My goal with Kortsessions.com is to provide a rational and a balanced counterpoint to what seems to be a constant barrage of media hype and misinformation on the markets.
John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (UCLA) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in Japanese and was trained as a domestic Japanese research analyst and money manager. In 1977 Thomas became the Tokyo correspondent for The Economist magazine and the Financial Times of London. Thomas traveled extensively throughout Asia, interviewing premiers, presidents and prime ministers, writing on macroeconomic trends, and producing countless features about individual companies. Thomas witnessed China’s cultural revolution and was one of the first American correspondents to enter China prior to the U.S. normalization of relations. Thomas authored several books about the Japanese financial system still in use by business schools today. In 1983 Thomas joined a top US investment bank in New York with the mandate to develop an international equity business for the firm. In 1985 he moved to London, England to establish a presence in Japanese equity derivatives for the firm. In 1989 Thomas was appointed a director of one of the big three Swiss Banks with a mandate to design sophisticated hedging strategies for the bank’s considerable holdings of Japanese equity warrants and convertible bonds. With the invasion of Kuwait by Iraq, Thomas was drafted by the US Marine Corp to serve as a pilot. In 1990 Thomas became a pioneer in the nascent hedge fund industry by founding the first dedicated Japanese hedge fund. The firm managed segregated accounts for a variety of government agencies, banks, and high net worth individuals in Europe, the Middle East, and Asia. After a decade of spectacular absolute and relative performance he sold his firm in 1999 and retired to manage his personal investments in the oil and gas industry. Seeing incredible opportunities in the marketplace and yearning for the adrenaline and satisfaction offered by active management, Thomas launched a new hedge fund in 2007. In his free time Thomas is a commercial aircraft pilot, long distance hiker and mountain climber, wine collector and avid photographer.
Lead Wealth Advisor, Chief Investment Strategist, and individual investor with two masters degrees and a CFA designation who has been in the business for over 20 years. Along with our team we author the Seeking Alpha premium subscription service "YIELD HUNTING: Alternative Income Investing" dedicated to income investors who are searching for yield without the high risk of the equity market.
We feature a core-satellite model that allows investors to adjust for their own particular risk tolerance. We specialize in fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
Donald is a young millennial investor with over 15 years of investing experience. Donald (commonly known as DJ) specializes in dividend growth stocks, options trading and the auto industry. At the age of 25 he became a sales manager for two large volume car dealerships, a position which he still holds today.
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.
Alberto holds a Master's degree in Business Economic. During his studies he acquired an extensive managerial and economic background, with a solid quantitative basis. He mainly covered gold mining stocks. In July 2016 he was ranked as Top 50 analysts (Ranked #26 out of 5,269 bloggers (#65 of 9,282 overall experts) by tipranks.com (https://www.tipranks.com/bloggers/alberto-abaterusso).
After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; I have pretty much "been there and done that" at one point or another. I am currently a silent partner for an RIA in Houston, Texas.
The majority of my time is spent analyzing, researching and writing commentary about investing, investor psychology and macro-views of the markets and the economy. My thoughts are not generally mainstream and are often contrarian in nature but I try an use a common sense approach, clear explanations and my “real world” experience in the process.
I am the Chief Editor of the REAL INVESTMENT REPORT, a weekly subscriber based-newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to your money and life.
I also write a daily blog which is read by thousands nationwide from individuals to professionals at www.realinvestmentadvice.com.
Macro Investor | Mid/Long Term Horizon | US Equities, Commodities and Fixed Income | English, Dutch & German | Main Goal: Deliver the 1% of Global Data Needed To Make Money | Education | Ask Me Anything: email@example.com |
What to expect from my articles: I write mainly about my basic set of economic indicators that give a solid outlook about the economy. I then discuss trades that fit to the mid/long term outlook.
I'm graduate in Economics and Finance and have worked as a business consultant, specialized in company valuation. I have been an investor and trader for a couple of decades and Portfolio Manager on several situations, investing mainly in Commodities, Forex and US Stocks. Since I'm retired now I write about financial markets and manage my family portfolio.
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)
Our mission at Elite Wealth Management is twofold: to provide our clients with financial guidance based on their values and priorities, and to provide them the peace of mind and confidence to pursue their financial future – no matter what the markets or life may bring.
Our capabilities are fully aligned to providing the best possible client service and communication along the way. We have extensive experience managing the wealth of high net worth individuals and institutions, and are committed to delivering insightful, informed advice to help our clients achieve their financial goals.
As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base.
Jeff joined Atlantic Capital Management, Inc., in Buffalo, NY, as an intern while completing studies at Canisius College. After graduating in 1996 with a Bachelor’s degree in Finance, Jeff took over the operations of that firm while adding to the portfolio management and stock research process.
In 2000, Jeff moved to West Palm Beach to join Tom Nolan with Atlantic Capital Management of Florida, Inc. During the early part of the 2000′s he began to develop the research capability that ACM is known for. As part of the portfolio management team, Jeff was an integral part in growing ACM and building the comprehensive research/management services, and then turning that investment research into outstanding investment performance.
As part of that research effort, Jeff authored and published numerous in-depth investment reports that ran contrary to established opinion. In the nearly year and a half run-up to the panic in 2008, Jeff analyzed and reported on the deteriorating state of the economy and markets. In early 2009, while conventional wisdom focused on near-perpetual gloom, his next series of reports provided insight into the formative ending process of the economic contraction and a comprehensive review of factors that were leading to the market’s resurrection.
In 2012, after the merger between ACM and Alhambra Investment Partners, Jeff came on board Alhambra as Head of Global Investment Research.
Currently, Jeff is published nationally at RealClearMarkets, ZeroHedge, Minyanville and Yahoo!Finance.
Jeff holds a FINRA Series 65 Investment Advisor License.
*For Elazar's Research on SA hit "Follow." and click "Real-time alerts on this author" for real time.
*Trading needs a gameplan and discipline. Elazar has served clients in the $100mm-$10B asset range. See the market through a new simple perspective.
Make decisions based on how the market functions with PRO TRADER. We've followed SPY, Oil, GLD, TLT, SLV, UNG, XIV, XLV, XLF, XLI, EFA, CYB, SOXX, IAU, TLT, and many other securities with strong historical model results. (See here for performance).
*Click for information about: PRO TRADER on Seeking Alpha.
Past performance can not predict future performance. Capital invested is capital at risk and especially when leverage is used large, some if not all of the principal can be lost. Please consult your financial advisor if such a service is right for you. The performance data shown includes back-tested past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate. Current performance may be lower or higher than the performance data cited. Hypothetical or simulated performance results have certain inherent limitations unlike actual performance records. Real time performance is in the process of being compiled in PRO TRADER on Seeking Alpha.
INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. Providing advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking.
Blogging here on SA is part of my research. I write to find out what I think.
I invite you to join the family of satisfied clients send an e-mail :firstname.lastname@example.org
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
I began my investment career as a portfolio manager in 1972 with Western Bancorporation in Los Angeles (name changed to First Interstate Bancorp, now part of Wells Fargo). After nine years in banking, I became a Vice-President Institutional Bond Sales as Merrill Lynch in San Francisco, with the major West Coast banks as clients. Later at L.F. Rothschild. I then returned to the 'buy' side in 1987 - not long before the crash as an institutional cash management portfolio manager with BAIMCO. In 1990, I joined Wentworth, Hauser, and Violich as cash manager and later as bond manager and co-head of Fixed Income, leaving in 2004 to start my own firm, TBD Capital LLC, which I operated for 10 years, as a registered investment advisor. In 2014, I terminated my RIA registration to focus on consulting and creating a new blog on wine, traderbillonwine.com, published bi-monthly, which will hopefully lead to a book. For the past ten years, over 1,600 posts, I have published my blog daily at traderbill.com, which I will continue doing when events have interest to me.
Starting as a summer intern in 1978, Kirk worked for 20 years as a scientist and engineer at Hewlett Packard's research and development department (R&D) designing solid state devices and components for optical communication. While he was at HP, Kirk invested ten to twenty percent per year of his salary. He made some mistakes early on (starting with paying high fees for "expert" advice that under performed) but soon he learned to invest his own money well enough to afford a life of "semi-retirement" to work for himself. In a way, since leaving HP in 1998, Kirk became his own "angel investor" using his his own money and investing success to finance his lifestyle in Los Altos, California to invest in a new career on the internet helping others do the same. More at http://kirklindstrom.com/About.html
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
With 46 years in the investment industry and as a CFA Charterholder, I have founded a very successful Canadian investment management firm, Sceptre Investment Counsel, been the Director of Investment Research at Merrill Lynch Canada, and built and managed my current research firm, Strategic Analysis Corporation. SAC applies the theoretical discoveries, termed Accounting Dynamics, of the late Dr. Verne Atrill to the capital markets, as well as currency and sovereign solvency analysis. I appear regularly on business television and perhaps I am best known across Canada for my forecast that Nortel Networks would suffer a massive price collapse in June of 2000.
Adam has over twenty five years’ experience in capital markets and investment management, in a career that has involved proprietary trading desks, commodity trading advisors, sovereign wealth funds and private offices. During this time he has had trading book P&L responsibility, in addition to setting up and managing offices of regulated global financial entities in the UAE.
Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
Harvard College, BA, Economics; Stanford Graduate School of Business, MBA
Managing Director, Boslego Risk Services
I founded Boslego Risk Services and became a recognized expert in the area of energy price risk management (hedging), providing oil and natural gas hedging strategies to major oil companies such as Exxon, Shell, Mobil, Chevron, Texaco and Phillips; to the national oil companies of Norway, Venezuela, Mexico, Canada, France and Italy; to major users of energy products, such as Delta Airlines, United Airlines, Burlington-Northern Railroad, and Canadian Pacific Railway; to major trading firms, such as Enron, Phibro, Sempra and Vitol; and to large hedge funds (confidential).
As the recognized expert in energy hedging, I was selected by the former president, John Treat, of the New York Mercantile Exchange (NYMEX) to write the chapter on hedging in his book, Energy Futures.
I expanded my risk analysis and hedging services beyond the energy markets to financial markets. Given the failure of traditional portfolio diversification to limit losses to levels tolerable to most investors in 2008/09, I created investment strategies utilizing risk management techniques for hedge funds and financial firms.
SoundView conducts research and analysis on emerging technologies and companies for investors. The director of research, Kris Tuttle, has over 32 years of hands-on work in technology, business and markets. Early in his career Kris was an AI researcher at Carnegie Mellon University and spent 8 years with IBM developing and implementing new "bleeding edge" technologies in multiple industries.
Later he obtained an MBA in finance and moved into institutional sales at UBS and then equity research at SoundView Technology Group where he eventually came to run research there before being acquired by Charles Schwab in 2003. While at SoundView his name was closely associated with companies like Atria Software, Rational Software, BEA Systems, Business Objects, and Netscape and he was recognized by institutional investors as the "most informed, independent and money-making analyst in the market."
Kris founded his own firm in April of 2005 and acquired the SoundView trademarks in 2011 under which the the firm now operates. Parts of the predecessor brand "Research 2.0" are still found online.
I am a retired wall street attorney. I started out specializing exclusively in securities law. As I developed my practice, it morphed into a corporate finance practice specializing in mergers and acquisitions, with the securities law aspects being secondary.
I'm not much for diversification. I tend to put a substantial amount in a few baskets and then watch those baskets very, very carefully.
MSc Inventment Managment 2005
Cass Business School
City University of London
I started trading when I was 20 years old by shorting orange juice futures! And yes the results were not pretty....
Here is my public performance at Marketocracy which the long fund started November of 2000:
Here is my Short fund which started in October of 2007 and is now mostly in cash: