Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
David Nelson, CFA is the Chief Strategist of Belpointe Asset Management. The members of his firm, DC Nelson Asset Management LLC (DC Nelson), recently merged into Belpointe. At Belpointe he will continue to manage his Alpha Select Portfolio. He is a Chartered Financial Analyst (CFA), a designation issued solely by the CFA Institute (formerly the Association for Investment and Research or “AIMR”). Follow on Twitter @davidnelsoncfa Relevant Experience: David founded his own investment firm in October 2000. Prior to forming DC Nelson, David was a portfolio manager at Lehman Brothers’ New York City office, where from 1997-2000, he was responsible for managing the assets of high net worth clients and small institutions. Lehman approached David at Morgan Stanley Dean Witter where, from 1995-1997, he played an active role in management at their flagship New York City office. Previously, he was a Financial Consultant for Merrill Lynch. He is a frequent commentator and guest on Fox News, and Bloomberg TV where he discusses markets, politics and individual securities. David also frequently lectures on the financial markets, including several recent appearances before the American Association of Individual Investors (AAII). David’s investment career follows his well-publicized success in the entertainment industry where he performed with recording artists The Turtles, David Johansen and Nektar.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
We are a team of economics professors in the NY area with a passion for financial markets.
In our blog "BubbleBustInvesting.com", we write about individual stocks as well as macroeconomics events. We believe that most of the returns in financial markets can be made during the blow and bust of financial bubbles, provided that investors learn how to spot them ahead of the crowd and place their bets accordingly.
Make sure that you visit our blog at http://bubblebustinvesting.blogspot.com/.
Executive at a privately held materials science company engaged in the development of new materials for promising energy related applications.
From the midwest (Go Blue!), but lucky enough to live in a nice climate today. Great family with three kids - when I'm not coaching or watching their numerous activities, enjoy surfing, mountain biking, and shooting.
I've read much about investing over the years; I've always been a value investor, now getting into dividend growth strategy.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine and InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
Peter Way Associates is the only known provider of the price range forecasts of widely-held, actively traded stocks derived from the hedging activities of market-making [MM] firms as they balance big-$-fund sellers and buyers in large block trades. The price ranges offer explicit downside exposure forecasts not commonly found in publicly published investment analyses.
This is all forward-looking data, based on what the MMs will pay for protection against coming unwanted price change while temporarily committed firm capital is exposed to market risks. It is available by modest subscription cost at blockdesk.com.
The behavioral analysis involved has been performed daily since Y2K, now on over 3,000 stocks, ETFs, and market indexes. That has built an actuarial history of how market prices have subsequently behaved following several million price range forecasts, issue by issue.
That data provides a qualitative backdrop to current forecasts in terms of odds of profitable positions, size of prospective gains, credibility of forecasts, and worst-case price drawdown exposure experiences.
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 40+ years ago.
Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments.
He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest. He has spoken at numerous schools and professional meetings.
Sailesh S Radha, B.Tech, MBA, MALD, is IMRA's Founder, President and Chief Market Strategist. Sailesh guides IMRA's research & analytics and consulting endeavors covering global stock markets, equity sectors, asset allocation, and global economic outlook.
Sailesh was Vice President at CCM Investment Advisers LLC in Columbia (South Carolina), where he served as Chief International Equity and Economic Strategist, and Portfolio Manager. While at CCM he pioneered their International Country Rotation Model (using single country ETFs) that attracted significant institutional interest as a unique approach to investing in emerging markets. He joined CCM after graduating from the Darla Moore School of Business (University of South Carolina) in Columbia (South Carolina) with a MBA (Finance & International Business) and then receiving his Master's in Law & Diplomacy from the Fletcher School of Law & Diplomacy (Tufts University) in Boston, MA with an emphasis in international security, development economics and quantitative macroeconomics. Before arriving at CCM, Sailesh had stints at the World Health Organization (WHO) at Geneva, Switzerland as a research economist and at the Strategic Finance Group (SFG) of ICICI Bank at Mumbai, India as a quantitative analyst.
Before his switch to a career in finance and economics, Sailesh served in the Information Technology arena in India and the US for many years after having graduated with an under-graduate degree in Electrical & Electronics Engineering from India. Sailesh also has served as a guest lecturer at the University of South Carolina's Moore School of Business teaching international equity strategy. He is also an avid sports trivia buff and has a new cricket book of trivial facts out in the market called "Five Days in White Flannels".
Eric Goebert, CFA, has been is a long time investor in the stock, option and futures markets. He runs a private fund that invests in and syndicates commercial bank loan participations. Prior to starting the fund, Eric spent over a decade on Wall Street working for firms such as JP Morgan and HSBC.
Frank Holmes is CEO and chief investment officer of U.S. Global Investors, Inc., a boutique investment advisory firm based in San Antonio that manages domestic and offshore funds specializing in the natural resources and emerging markets sectors. The company’s no-load mutual funds include the Global Resources Fund (PSPFX), the World Precious Minerals Fund (UNWPX) and the Gold and Precious Metals Fund (USERX). For more insight and perspective from Mr. Holmes, please visit his investment blog, “Frank Talk” (http://www.usfunds.com/investor-resources/frank-talk/).
Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at Random Roger (http://randomroger.blogspot.com) and AlphaBaskets (http://alphabaskets.com)
I started in the industry in 1980 as a stock broker in Denver Colorado. In 1990 I started an investment advisory firm. In 1994 I founded CyberFund LLC which invested in public and private technology companies. I retired from the money management industry in 2003.
Since 1988 I have designed a variety of market analytical tools that I continue to use personally and now offer on a subscription basis. The Delineator is a trend model that operates on multiple time frames; the Accumulators are advanced tape reading monitors that can identify algo and dark pool trades.
I write the Delineator Journal during the day to provide my insights into how to use my software to users and those interested in learning.
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
Jiang is not a value investor nor a growth investor. He believes that it does not matter if a cat is black or white, as long as it catches mice.
Jiang has a BSc in Management from Lally School of Management at Rensselaer Polytechnic Institute, and an MBA from Rotman School of Management at University of Toronto.
Chinese Internet/Media: AMAP, BIDU, CTRIP, DANG, FMCN, LONG, JOBS, RENN, SINA, SOHU, SPRD, VNET, YOKU
NA Tech/Media/Telecom: AAPL, AMZN, EBAY, FB, GOOG, GRPN, KYAK, LNKD, NFLX, PCLN, RIMM, T
NA Consumer Staple/Discretionary: CMG, COH, KO, LULU, MCD, SBUX, TIF, YUM
Special Situation: F, TSLA, EDU
Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Portfolio Protection – in fact, every aspect of what we do boils down to various ways that your M&A process or investment portfolio can be safeguarded against red flags.
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We have a retail solution for everyone – the long investor, the short investor, the pump and dump investor and the every day trader that is interested in the micro cap arena. We’ve shown that we can overcome the challenges posed by any market environment, quickly seizing investment and trading opportunities as they arise. Because of this, our Premium members have been able to enjoy above-average returns on our ideas. Our solutions enable us to cater to what matters to you the most.
Do you want access to reports that can convey the proper valuation of equities, reports that can immediately convince the market that these valuations are warranted? Do you want information arbitrage that allows you to be among the first to take action based on the intel? Do you need daily ideas, some of which have proven to be some of the most rewarding calls to action that the GeoTeam has offered? Would you like to follow our GeoBargains and select trades? Or do you just need to be part of an exclusive twitter following that receives alerts before the rest of the market?
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Dr. Stephen Leeb is a recognized authority on the stock market, macroeconomic trends and commodities, especially oil and precious metals.
Dr. Leeb is founder of the Leeb Group, which publishes a line of financial newsletters including The Complete Investor, Leeb Income Performance Letter, Leeb Income Millionaire, Brain Trust Profits, Leeb's Real World Investing and Leeb's Aggressive Trader. His total readership exceeds 100,000. The Complete Investor newsletter has earned two awards for Editorial Excellence, as has Leeb Income Performance.
Dr. Leeb is also Chairman and Chief Investment Officer of a New York-based registered investment advisory firm. Dr. Leeb has been managing large cap growth portfolios since 1999.
Dr. Leeb sits on various boards sharing his strategic perspectives on financial markets and natural resources. Since 2008, Dr. Leeb has been a Director of Plain Sight Systems, a technology holding company centered at Yale University. Plain Sight owns a world-class patent portfolio in areas such as information organization/search, computational analytics, electro-optics, and spectroscopy. These technologies are licensed to Fortune 500 companies and used as part of private buyouts and venture spin-offs.
As part of Plain Sight, Dr. Leeb also sits on the board of Water Intelligence plc, a publicly listed company in England, operating in the water management space and Deep Markets Corporation, a division of Plain Sight developing next generation risk management applications.
Dr. Leeb is also Head of the Advisory Board of Leor Exploration & Production LLC (since 2006 - present) and a member of the advisory boards of Electrum USA Ltd. (since 2007) and Los Gatos. Each of these companies explore for natural resources, especially precious metals and energy.
Dr. Leeb is the author of eight books on investments and financial trends. His latest book, Red Alert: How China's Growing Prosperity Threatens the American Way of Life (Business Plus, 2012) predicts China's coming global domination.
An earlier book, The New York Times best seller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel (Warner Books, 2006), predicted that tightness in global energy supplies would cause the American economy to oscillate between periods of recession and high inflation this century.
Dr. Leeb’s best seller, The Oil Factor: Protect Yourself and Profit from the Coming Energy Crisis (Warner Books, 2004), outlined the relationship between oil prices and stock market performance and accurately predicted the subsequent surge in oil prices. The book was rated among the top investment books of the year by Stock Trader's Almanac 2005.
His earlier best seller, Defying the Market: Profiting in the Turbulent Post-Technology Market Boom (McGraw-Hill; 1999) predicted the collapse of technology stocks and the growing importance of oil, and other hard assets during the 21st century. The book was selected by Library Journal as one of the Best Business Books of 1999.
His first book Getting in on the Ground Floor (Putnam, 1986) predicted the secular bull market in financial assets and the fall in inflation. The book was a main selection of the Money Book Club.
Dr. Leeb earned his Bachelor's degree in Economics from the University of Pennsylvania's Wharton School of Business. He then completed both a Master's degree in Mathematics and a Ph.D. in Psychology at the University of Illinois.
“Measure, Don’t Model” - Don Fishback has been a pioneer in the field of derivatives for 24 years. In the late-1980s, Don’s original research helped create a revolutionary way of analyzing market sentiment. In the mid-1990s, Don developed an innovative way of valuing options that is based on measuring instead of modeling. Don is the President of Fishback Management & Research. After years of providing ground-breaking research for his customers, Don made available his analysis and commentary via his blog (https://www.donfishback.com/blog/).
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
With a decade of experience that transcends the financial spectrum from equity research/investment banking to corporate finance, Aaron Chew is now solely focused on financial analysis and research of the alternative energy / cleantech space. Currently, he is an analyst at a cleantech Incubator, called SustainableWorks NYC, where he has been analyzing companies, identifying market opportunities and helping develop commercialization strategies for companies focused on sustainability in the New York area. Having been involved in project finance for a number of renewable projects in the Tri-State area as well as having written and published a number of research reports on the alternative energy industries, Aaron's input and insight has been used and recognized by investors and industry alike.
Don Dion (firstname.lastname@example.org, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners. Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College. In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession. Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration. Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Mr. Dion can be reached at email@example.com.
Blogger on Seeking Alpha
Ranked #61 out of 5,308 bloggers (#154 of 9,385 overall experts)
290 out of 495
If you copied Don Dion's ratings since 2013 and opened each position for the duration of 1 Year , then 59% of your transactions would have been profitable with an average return of +7.7%.
Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. He works with Fortune 500 and leading Chinese companies, private equity firms, SMEs, and hedge funds. Clients include Apple, Yum! Brands, Richemont, DuPont, Ecco Shoes, LG Electronics, Samsung, Unitas Capital, CLSA, China Capital Today, Hutchison Whampoa, Lane Crawford, Hard Rock International.
He is the author of the international best-selling book "The End of Cheap China: Economic and Cultural Trends that will Disrupt the World” published by John Wiley & Sons in the US.
Rein is a columnist for Bloomberg BusinessWeek on business in China and teaches executive education classes for the London Business School. He previously was a columnist for CNBC and Forbes. He is often featured in the Wall Street Journal, Fortune, and The Financial Times and frequently appears on CNBC, Bloomberg, BBC, and CNN.
He earned his Master's degree from Harvard University focused on China's economy and received a BA Honours from McGill University. He sits on the Asia Council for St. Paul's School.