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I spent many years working in various analytic jobs and trading on Wall Street. For nine of those years, I traded junk bonds for a large bank. I have an MBA from the University of Chicago, with a concentration in accounting and finance. Currently I co-manage a precious metals and mining stock investment fund in Denver. My goal is to help people understand and analyze what is really going on in our financial system and economy.
Avi Gilburt is a lawyer and accountant by training. He formerly was a partner and National Director at a national firm.
Mr. Gilburt is also the Managing Member of Gilburt Financial Services, LLC, which provides:
- Financial market analysis to the public through ElliottWaveTrader.net;
- Elliott Wave market analysis to institutional clients;
- Specific stock analysis to retail clients; and
- Webinars and personal coaching on Elliott Wave analysis.
He is also the Managing Member of the of the consulting firm of Gilburt & Associates, LLC, which specializes in transaction structuring and tax services.
Dr. Chris Kacher & Gil Morales
2009 - 2014 (5 years) Up +473% using only market timing service ETF TECL with NO margin:
After minor adjustments to account for full blown quantitative easing as opposed to smaller doses, our latest signals have outperformed: http://www.virtueofselfishinvesting.com/results
QE looks to continue at its current pace despite what Fed governors may say. On January 13, 2014, Atlanta Fed President Dennis Lockhart said that he would support more tapering if the economic recovery continues. Of course, the economic recovery is still far off if one factors in the distorted figures that are painted to make the economy look healthier than it is in reality. This tug-o-war between what the Fed governors say with respect to tapering and full bore quantitative easing is expected to continue this year as it did all year in 2013. The reality is that QE in some form is expected to stay for an extended period since Bernanke has said that he expects interest rates to remain at historical lows for a prolonged period. Thus the Fed has no choice but to continue to print money in some form, whether it be via the monthly $75 billion in bonds or some other manipulative trick. They will print or default, and default is out of the question. Another lowered credit rating of US Treasurys will hike rates. Such a situation must be avoided or the debt load potentially becomes unserviceable.
March 12, 2009 (the day we started tracking 3-times ETFs TYH and TNA) to February 27, 2012, the Market Direction Model has performed as follows:
NASDAQ Composite: +97.47%
TNA (3-times Russell 1000 Technology): +528%
TYH (3-times Russell 2000): +565%
2011 market timing results: +35.0%
2010 market timing results: +83.8%
2009 market timing results: +118.3%
2008 market timing results: +38.8% using no leverage
Note, the returns shown above do not represent the performance of an actual portfolio. Any results that are not verified/audited are are hypothetical based on taking a 100% position in the respective instrument whenever the model switches to a buy or a sell signal, and 100% cash when the model switches to neutral.
Dr. Chris Kacher
MoKa Investors, LLC
Virtue of Selfish Investing, LLC
In 1995, Dr. Kacher operated one of the first Internet-based stock advisory services. He then went on to generate triple digit percentage returns for six years in a row during the 1995-2000 period before moving to cash for most of the 2000-2002 bear market, one of the worst in history. From 1996-2001, Dr. Kacher served as chief research analyst for William O'Neil + Company, the New York Stock Exchange member firm, institutional research provider, and publisher of Investor's Business Daily newspaper. During this period, William O'Neil hand-picked Dr. Kacher to manage a portion of the firm's proprietary capital, whereupon Dr. Kacher became a top internal portfolio manager at the company.
Dr. Kacher received his B.S. in Chemistry and Ph.D. in Nuclear Physics from University of California at Berkeley, where he co-discovered Element 110 on the Periodic Table of Elements and confirmed the existence of Element 106 for which his team named Seaborgium after Dr. Glenn Seaborg, the inventor of plutonium, who supervised Dr. Kacher's work as a doctoral student at UC Berkeley.
Musically gifted, Dr. Kacher was classically trained on the piano beginning at age 3, composing his first song at age 5 which he called "Night Fog," and performing as a concert pianist from ages 5 to 12 in high-profile cities in the US and Japan. He released his debut CD comprised of 21 original piano compositions in 2009.
He, together with Gil Morales, recently co-authored the book, "Trade Like An O'Neil Disciple: How We Made 18,000% in the Stock Market", published by John Wiley & Sons in 2010. He also contributed to the book, "Wiley Trading Guide, Volume II", published in 2011.
In the 1996 to 2002 period, Dr. Kacher achieved in his personal account a total return in excess of 18,000%, as verified by KPMG, the Big Four auditor here: http://www.virtueofselfishinvesting.com/pdf/Chris-Kacher-KPMG-verification-letter.pdf
Dr. Kacher is also currently a principal and Managing Director of MoKa Investors, LLC and Virtue of Selfish Investing, LLC, www.virtueofselfishinvesting.com. He currently manages money for qualified investors through each of those firms, and is a frequent guest and commentator on MarketWatch.com, TownHall.com, CBS host Andy Giersher's Portfolio Doctor, and CNN News Radio's Wall Street Shuffle, among other venues. In 2010, Dr. Kacher published "Trade Like an O'Neil Disciple - How We Made 18,000% in the Stock Market" (John Wiley & Sons) with his colleague and former O'Neil internal portfolio manager Mr. Gil Morales. He and Mr. Morales are currently writing a second book to be published by John Wiley & Sons, Inc. in summer of 2012.
MoKa Investors, LLC
Virtue of Selfish Investing, LLC
Mr. Morales began his investment career in 1991 as a stockbroker in the Beverly Hills branch of Merrill Lynch. In 1994 he joined PaineWebber, Inc. where he quickly achieved Chairman's Club status as a top producer. In 1997, William O'Neil personally recruited Mr. Morales to join William O'Neil + Company, Inc. where he spent the next eight years as a Vice-President, internal Portfolio Manager responsible for managing a portion of the firm's proprietary assets, and Manager of the O'Neil Institutional Services group responsible for advising over 500 of the largest and most successful institutional investors in the world, including mutual fund, pension fund, and hedge fund clients. Mr. Morales also co-authored with William J. O'Neil a book on short-selling, "How to Make Money Selling Stocks Short," published by John Wiley & Sons in 2004. In 2004, Mr. Morales was appointed Chief Market Strategist for William O'Neil + Company, Inc.
He, together with Chris Kacher, recently co-authored the book, "Trade Like An O'Neil Disciple: How We Made 18,000% in the Stock Market", published by John Wiley & Sons in 2010. He also contributed to the book, "Wiley Trading Guide, Volume II", published in 2011.
In the period from January 1, 1998 to December 31, 2005, Mr. Morales achieved in his personal account a total return of 10,904.25% as audited by Rothstein Kass & Company, a hedge fund auditing firm . Applying a standard hedge fund 2%/20% fee structure to this return would yield a pro forma return of 5,572.04%, net of fees. Mr. Morales received his B.A. in economics from Stanford University.
Mr. Morales is also currently a principal and Managing Director of MoKa Investors, LLC and Virtue of Selfish Investing, LLC, www.virtueofselfishinvesting.com. He currently manages money for qualified investors through each of those firms, and is a frequent guest and commentator on Fox Business News, MarketWatch.com, and CNN News Radio's Wall Street Shuffle and Opening Bell shows, among other venues. In 2010, Mr. Morales published "Trade Like an O'Neil Disciple - How We Made 18,000% in the Stock Market" (John Wiley & Sons) with his colleague and former O'Neil internal portfolio manager Dr. Chris Kacher. He and Dr. Kacher are currently writing a second book to be published by John Wiley & Sons, Inc. in summer of 2012.
Keith Springer is the author of "Surfing the Retirement Tsunami -Your guide to staying afloat and retiring comfortably" and "Facing Goliath: How to Triumph in the Dangerous Market Ahead", radio host of "Smart Money with Keith Springer" on NewsRadio 1530 KFBK. Keith can also be seen on CNBC, FOX Business, the Wall Street Journal, Fortune, CNN Money and other news outlets. Keith is also President and Founder of Springer Financial Advisors in Sacramento, CA, an SEC Registered Investment Advisory Firm specializing in investment and retirement planning and has been providing professional wealth management advice for over 30 years. All content identified herein is original material, solely owned and paid for by Springer Financial Advisors. Keith can be reached at 916-925-8900 or Keith@KeithSpringer.com.
I write about dividend growth stocks on my website www.dividendgrowthinvestor.com.
I am mostly a buyer of high quality dividend stocks, with solid competitive advantages. My holding period is forever, as long as the dividend is at least maintained. I tend to concentrate my efforts on stocks which grow earnings and dividends, which provides outstanding total returns over time. I only focus my attention to stocks with sustainable dividend payments. I am also a firm believer in diversification accross sectors and geographic locations.
I have been focusing my attention particularly to companies that regularly increase dividends to their shareholders on my website. On my blog I share my thoughts on investing in dividend paying stocks that have consistently increased their payments over time and tips on growing my dividend income. I hope that my blog will serve as an inspiration for my readers and that it would change their financial lives for the better.
Visit my website, Dividend Growth Investor (http://www.dividendgrowthinvestor.com/)
Gary Tanashian is proprietor of NFTRH.com and Biiwii.com. Actionable, hype-free technical, macro economic and sentiment analysis is provided in the premium market report 'Notes From the Rabbit Hole' (http://nftrh.com/nftrh-premium/). Complimentary analysis and commentary is available at the public site (http://nftrh.com), at http://biiwii.com and by email with our free - and spam free - eLetter service (http://nftrh.com/free-eletter/).
With over twenty years of experience in corporate management and financial analysis, and as a CPA, Bill offers his perspective on fundamental stock valuation and portfolio management. He wrote institutional research for Behind the Numbers in Dallas, worked at a hedge fund and also managed money for a large family office. Bill currently resides in the DFW area and manages private accounts.