I am a Ph.D. level scientist at a major pharmaceutical company. Previously I was an NIH Cancer Postdoctoral fellow at UPENN. Through my extensive research background, I am able to quickly decipher clinical information and act on it. I specialize in analyzing and trading biotech/healthcare stocks both long and short. I maintain a few core positions and trade clinical events based on extensive research to realize large percentage profits. I am open to opportunities in consulting for financial firms or local advisors. Please contact me if you are interested.
Starting as a summer intern in 1978, Kirk worked for 20 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
No-nonsense, free investment newsletter that picks apart Wall Street's latest headlines to expose the truth and real profit trends, written by seasoned investment professionals.
Our mission? To challenge Wall Street's most widely accepted wisdom. http://www.wallstreetdaily.com/
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 (U.C.L.A.) 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.
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.
I am responsible for North American stock selection for the Gavekal KL Allocation Fund and regional macroeconomic analysis for North America. I specialize in analyzing regional investment in intangible capital by North American companies.
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.
Harry Long is the inventor of Hedged Contango Capture and Hedged Convexity Capture and is the Managing Partner of ZOMMA, the world's most innovative strategy index creator.
Mr. Long is a globally recognized expert on the research and development of quantitative investment strategies. The ZOMMA IP portfolio of strategy indices is sought after by asset management firms, investment banks, hedge funds, principal trading organizations, index providers, ETP sponsors, and private equity firms to help them develop and deploy active manager-crushing quantitative investment strategies.
ZOMMA helps investors create long term value by replacing reckless emotional decision making with cutting-edge technology based upon objective evidence.
Mr. Long is a graduate of Rice University with a B.A. in Economics.
Note: Due to the sheer number of requests for bespoke quant strategies, research projects, and quant consulting services, we have instituted the following pricing for the non-exclusive licensing of our algorithms to institutions:
I. Exclusive commercial licenses for unique bespoke algorithms run six figures and up.
II. Non-exclusive AUM licensing fees for our strategy indices run 10 basis points and up for commercial licenses.
Please realize that we often get more than 3,000 e-mails per week. This means that we read everything that comes in, but we cannot respond to any email or message that does not include the sender's full name, phone number, request, and budget. Thank you for your understanding.
This Dubai-like pricing is necessary, because we can't freely give answers to tough problems which we have dedicated massive R&D capital to solving. World-class statistical talent is hugely expensive, valuable, and rare. Our clients recognize that outsourcing quant work to our firm and paying our fees represent a huge cost savings over hiring full time employees, and usually results in a far more profitable, turn-key solution.
Jesse has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Today he works with a select group of clients at Felder & Company, LLC in Bend, Oregon and publishes The Felder Report.
You can follow me on Twitter and StockTwits, just search Nathan Buehler.
I have always had a passion for finance and investing. I enjoy and appreciate engaging with like minded individuals that inspire me to think beyond what is generally accepted. My investment experience spans almost ten years. The bulk of my knowledge has come from independent observation, research, patience, and perseverance. Most of my strategy is geared towards long term outlook with focuses on short term events or situations that create attractive opportunities.
I hope the articles presented here help you in your investment decisions. I value our discussions and look forward to professional dialogues. If I can ever help you with anything please contact me. Know you are always going to get a straight answer. If I don't know the answer I will either research it for you or tell you I don't know.
During the school year there may be a delay in my responses. Keep the feedback coming!
Charles is President and Portfolio Manager of Equinox Investment Management Ltd. He has more than 15 years experience in financial services and investment management. He holds the CFA and CAIA designations, as well as an MBA and an LLM in securities law.
Equinox is a portfolio management company registered with the Ontario Securities Commission that manages systematic investment strategies for private clients and institutions.
Please feel free to visit Equinox Investment Management at: www.equinoxim.com
I'm an independent stock trader specializing in volatility products. I am the founder of Trading Volatility which provides financial data services focusing on volatility derivatives and capital structure arbitrage.
My educational background includes a B.S. in Electrical Engineering from the University of Maryland and an M.B.A. from the University of Oregon.
Experienced trader in the equity markets. However, I take a different viewpoint. I trade people rather then stocks. I firmly believe that to be a successful trader it is far more important to understand human psychology then to understand finance. By taking smart contrarian positions - while giving respect to the idea that the market can be wrong longer then you can stay solvent - we try to pinpoint the areas where either of the two market emotions (fear and greed) have decoupled the price from the reality. If we understand these, we can exploit huge inefficiencies in the market.
Should be noted I am NOT a trading professional. My background is in behavioral sciences, not finance, and this allows me to "think outside the box" and avoid the groupthink that permeates ANY homogenous group, no matter how smart or well intentioned they may be. Always good to have a fresh set of eyes attacking a problem.
Author of Quantitative Investing (4.4 stars on Amazon). 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.
The reports that I write are my personal research and opinions. They are not associated with any firm or organization, and are not intended to be taken as investment recommendations or advice. They combine my passions of economics, finance, writing and education, and are intended mostly as educational material. I attempt to write the articles in an easy to understand down to earth style in an effort to help others with their research. This is my effort to bring understandable and educational professional quality research to the public at large free of charge.
General Disclaimer for my Articles:
BS Business, Majored in Finance and Economics, Miami University
MA Economics w/ Managerial and International Emphasis, University of Oklahoma
Past: Economics and Finance Instructor at various Universities
Past: Mutual Fund Portfolio Manager of Family of Mutual Funds
Past: CIO of Mid-Sized Investment Management Firm
Professional: CFA Charterholder
Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.
Founder of Disruptive Tech Research – a technology research and advisory firm serving the investment management community.
We provide registered investment professionals and qualified firms with independent, targeted research to support the generation of investment ideas.
We focus on patent-filing activity to identify the most promising disruptive technology trends early. Then, we employ an original, bottom-up fundamental research approach to uncover micro- and small-cap ideas that are underfollowed, underappreciated and undervalued.
Our mission is to provide clients with differentiated, actionable and thorough fundamental research at a cost effective price.
We’re 100% independent. That means absolutely no pay-to-play arrangements, no hidden agendas and no hype. Just solid research. And yes, we eat our own cooking.
I started my investment career at Morgan Stanley, where I helped direct over $1 billion in in institutional capital. After growing bored with the monotony of asset allocation studies, investment policy statements, manager searches and evaluations, and Retirement Plan Service Provider RFPs (among other things), I left and co-founded Wall Street Daily, which quickly became one of the web’s largest financial publishers with a daily circulation of more than 700,000 readers.
In 2014, I founded Disruptive Tech Research to pursue my investing passion, and fill the void in the market for high-quality, 100% independent research on disruptive technologies.
I have been fortunate to appear regularly on CNBC’s Closing Bell, as well as be mentioned in other media outlets, including in The Wall Street Journal, The New York Times, Morningstar and MarketWatch. I earned my MBA from the Crummer Graduate School of Business at Rollins College, which is also where I met my beautiful wife.
Pro Deo, Pro Familia, Pro Patria
Chris Ciovacco is the founder and CEO of Ciovacco Capital Management (CCM), an independent money management firm serving individual investors nationwide. The thoroughly researched and backtested CCM Market Model answers these important questions: (1) How much should we allocate to risk assets?, (2) How much should we allocate to conservative assets?, (3) What are the most attractive risk assets?, and (4) What are the most attractive conservative assets?
Chris is an expert in identifying the best ETFs from a wide variety of asset classes, including stocks, bonds, commodities, and precious metals. The CCM Market Model compares over 130 different ETFs to identify the most attractive risk-reward opportunities.
Chris graduated summa cum laude from The Georgia Institute of Technology with a co-operative degree in Industrial and Systems Engineering. Prior to founding Ciovacco Capital Management in 1999, Mr. Ciovacco worked as a Financial Advisor for Morgan Stanley in Atlanta for five years earning a strong reputation for his independent research and high integrity. While at Georgia Tech, he gained valuable experience working as a co-op for IBM (1985-1990). During his time with Morgan Stanley, Chris received extensive training which included extended stays in NYC at the World Trade Center.
His areas of expertise include technical analysis and market model development. CCM’s popular weekly technical analysis videos on YouTube have been viewed over 700,000 times. Chris’ years of experience and research led to the creation of the thoroughly backtested CCM Market Model, which serves as the foundation for the management of separate accounts for individuals and businesses.
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Jake Huneycutt is a former Portfolio Manager. Jake holds an MBA degree with a concentration in finance from Emory University. He earned a Master of Accounting degree from the University of North Carolina at Chapel Hill. He received his B.A. in History from East Tennessee State University. Jake is originally from Johnson City, TN and currently resides in Atlanta, GA.
Frank Grossmann (founder and partner of logical-invest.com)
I am Swiss and living in Zurich. I studied Microtechnics at the Federal Institute of Technology in Lausanne and Business Administration at the Federal Institute of Technology in Zurich. After the studies in 1989 I founded Labocontrol AG. This company was sold to the US company Digital Now Inc. where I continued to work as a chief scientist.
Since 13 years I have my own software company Colour-Science.com which develops algorithms for digital image processing. These algorithms do things like image enhancement, red eye removal or pattern (face) detection. My passion however was always to search for pattern in financial data and then develop and back test rule based investment strategies.
My name is Jeffrey Derose, I am 25 years old, and I have been working in the financial industry for the past six years. I am currently a trader at a hedge fund. I have been studying the stock market since I was 16. My father introduced it to me as a kid but I really got into the market when I joined the National Academy of Finance. Although doing well in the program was important my best lessons came from the books I have read, research I have done, and actually investing in the markets. I hope Absolute Growth can help make us all better investors and thank you for visiting. Have a profitable day!
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).
Harlan currently works as a Research Associate specializing in Investment Communications.
Prior to his current role, Harlan spent seven years in investment management. The first two years were spent creating portfolios for retail investors, followed by five years in Market Risk for a major global bank
Harlan earned his Bachelor's degree in Economics followed by a Master's degree in Urban and Regional Economics
Price Headley was inducted into the Traders' Hall of Fame in 2007 and is the founder of BigTrends.com, which provides investors with specific real-time stock and options strategies and investment education to profit from significant market trends. Price appears regularly on CNBC, Fox News, and in a variety of major financial news outlets. Timer Digest recognized the success of BigTrends.com's investment strategies by ranking Price among the Top 10 Market Timers for stock market timing.
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.
Cedric Thompson, CMT
I am a Market Analyst at the Trinidad and Tobago Unit Trust Corporation as well as a member of the MTA. In 2007 I graduated from the University of the West Indies with a Bsc. in Actuarial Science.
Follow my trading strategies on Collective2! - https://www.collective2.com/details/95804834?systemid=95804834
Special Thanks to my Editors Candice Clarke and Peter Muldrew.
Check out my other articles on : timizzer.com
Follow me on Twitter: @CEDDY86
I'm a long-time Market Participant who has criss-crossed the Market for more years than I care to remember, and a few years ago I got hooked on studying and trading ETFs, especially the leveraged kind.
Charts, good charts are an absolute necessity in this field, so the Linchpin of my ETF Website
http://etfadvantagereport.com/ is the charts. These charts are unique not only in being attractive and easy to read, but also in what they represent. Sure, at first glance there is nothing unique about the 10 Day yellow, the 20 Day red and the 50 Day green Moving Averages. Most charts carry the same outline, but there is where the comparison ends.
Check the chart diagram we show from Oct 6th on our website, The page is called "How to read the Charts" , it is an Intraday DOW Chart and helps to explain what it is that makes our charts more useful and different from the rest. It is all in the way they are interpreted.
As I see it, a Moving Average has three Internal Components. The 10 Day MA [yellow line] is being influenced by the mood swings of the participants who trade this Index, which I therefore call Index-Sentiment. The 20 Day MA [red line] is being influenced by the Internal Component Companies that provide the Base-Support to the Index. But most important is the 50 Day MA which reflects the Internal Trend-Momentum of an Index and its ETF.
Also, MACD Index I interpret as the MAC Bull, Bear Relative ETF Momentum Index which tells to what degree Momentum is on the side of the Bulls or the Bears. The same with the RSI Index which I interpret as the Bull, Bear Relative ETF Strength Indicator, pointing to which is the stronger of these two. Now for these green, red and yellow lines to make any sense, they will have to move in tandem and in a configuration which will indicate if an Index or ETF is bullish, bearish or anything in between.
Check this diagram chart and note the bearish Configuration on the left, with the yellow Index Sentiment line close and above the Index, followed by the red Base-Support line and the green Trend-Momentum all heading South in tandem. Now, that is bearish in a situation where the inverse Bear-ETFs will rally. Conversely, note what a bullish Configuration looks like when the yellow line below the Index and followed by the red and green lines all heading North in tandem. Now that is the time when the Bull ETFs will rally.
When on a daily chart you see a distinct configuration pattern like these two, consider the market to be in an intermediate or even major trend when the appropriate ETFs can safely be traded. But in a Bouncing Ball Market like we've experienced over the past months, these lines will be trendless and all over the charts, and that is the time to be mostly on the sidelines, observe and wait. Sooner or later these trends will be back, and that is what we have to be ready for.
Now, on my ETF Website you will find twelve Charts which reflect the correlated activity in a broad range of equity and commodity sectors, including the ETFs. Put it all together, and you will be on the right side of the market with the right ETFs at the right time.