Providing industry information, market research, indepth analysis and data from China research and Intelligence. China Research and Intelligence publishes market research reports, industry analytical reports, company reports and industry databases. CRI also provides outsourcing and custom services for research agencies and report readers.
- Individual Investor
- University of Missouri - MBA degree - Finance & Banking - 2009
- Studying for CPA Exam (3 portions passed)
- Tutor University of Missouri students in Finance, Investments, Economics, Business Law, & Accounting.
- Originate residential mortgage loans which are collateralized and sold as mortgage backed securities.
Auto industry veteran of thirty five years and counting. Former Director with AutoNation, Executive Manager with GM and a retail auto dealer for over twenty five years, which included the Presidency of the World's largest Chevrolet dealership. Presently consult with the Gerson Lehrman Group as well as with 45 auto dealer clients with 81 Domestic, Volume Import and Luxury Import franchises in Metro NYC, Chicago and Southern California.
Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.
Sober Look (www.SoberLook.com) is a financial blog that deals with issues in capital markets, risk management, the economy, the financial services industry, and regulatory policy, with emphasis on finance education. The goal is to get beyond the hype and hysteria and focus on real issues, using facts and data from primary sources.
Send us tips, questions, suggestions, comments, guest posts - you can remain anonymous if you wish: tips@SoberLook.com
Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs and Seeking Alpha. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended post-baccalaureate and graduate courses in Business Administration, Quantitative Math, and Education at Florida Atlantic University, Georgia State University and University of North Carolina at Charlotte. In the past he has been an accountant, attorney, adjunct professor in Business Law, Accounting and Internal Auditing, financial advisor, supervisory principal, and compliance officer. He also passed the Georgia CPA Exam, the Certified Internal Auditor Exam, and the FINRA Series 7, 24 and 9/10 exams.He is presently also a contributor on MSN Top Stocks Blog, Motley Fool and is a member of the M100 on Marketocracy, an elete honor chosen by the editors of Marketocracy as being in the top 100 portfolio managers of over 100,000 portfoiios they review. He would enjoy hearing your comments at JimVanMeerten@gmail.com.
Jagdish Gohil, DPCS, He Leads Information Technology & Administration and is responsible for Data Mining and Statistical Analysis work. Prior to joining MP Advisors, he has worked with one of the leading logistics company in India, as Systems Executive where he was responsible for their MIS
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Shayne Heffernan is an Economist, Trader, Fund Manager and Venture Capitalist based in Asia.
He also serves as Editor and contributor at www.livetradingnews.com,
Founder of The Heffernan Group and currently building the company's financial services business in China.
Major shareholder and CEO of several Asian companies.
My firm counsels investor relations departments of public companies around the world on how to use web technologies to communicate with investors, analysts and investment bloggers. Our research and guidelines have been cited and referenced by industry associations, academics and consultants around the world. I have been quoted by many financial publications on the topic of investor-centric online investor relations communications, including Bloomberg, The Wall Street Journal, Investor Relations Magazine, Real IR, NIRI’s IR Update; CFO magazine, Investor Relations Business, Investor Relations Newsletter, Corporate Governance Advisor, The Globe and Mail Report on Business, Financial Executive, and the National Post.
If you have any input to share on how companies can improve their online IR practices, please share them via SA mail.
Lawrence G. McDonald has written a book on the fall of Lehman Brothers, with Patrick Robinson, the #1 New York Times best selling author of Lone Survivor.
“A Colossal Failure of Common Sense - the Inside Story of the Collapse of Lehman Brothers,” is being published by Random House and will be on the shelves in stores 7/21/09. Currently, Lawrence is a Managing Director at Pangea Capital Management LP.
At Lehman Brothers
From July 2004 through September 2008, Lawrence G. McDonald was a Vice President of Distressed Debt and Convertible Securities Trading at Lehman Brothers. He ran an extremely successful joint venture between the firm’s fixed income and equity divisions. He was the most profitable trader on the convertible securities desk 2006 and 2007.
The Subprime Implosion
In early 2006, Lawrence was part of a faction that called the subprime crisis, then he made over $46 million for the firm during its implosion. Mr. McDonald was highly regarded as one of the most consistently profitable traders at Lehman with over $83 million in trading profits during his time with the firm.
More interestingly, Lawrence McDonald was an integral part of a faction within Lehman Brothers that passionately tried in vain to stop the firm from heading down the road to destruction. Likewise, he also worked closely with Lehman’s credit derivatives team and saw first-hand the design and construction of what Warren Buffett termed as “Wall Street’s financial weapons of mass destruction.”
Adrian is Zoodak’s Co-Founder & CMO with management experience in Marketing, Capital Markets and Finance at Irwin Home Equity. He holds a BS in Mathematics from UC Santa Barbara and is a board member and marketing chair of the Diablo Valley Montessori School.
Dave Burwell is a Senior Associate with The Howard Group, providing Corporate Communication and Capital Market services for micro & small-cap companies.
Established in 1988, The Howard Group is a Corporate Communication and Capital Markets firm. We look at a lot of micro and small-cap companies but choose to align ourselves with a select few. Our focus is on the long-term as building a business and building a public market following is not a quick process. Our services are tailored to each company we represent as we do not abide by the theory that one size fits all.
I graduated from College of the Ozarks and have almost completed MBA with Webster University. Have taken extensive Economic Classes.
Worked on developing a Technology Park in Missouri and promoted across the United States for over 15 years. Also promoted Rail Passenger Service across Missouri and the United States for over 20 years. 2003 Started “Draft Claire” McCaskill for Governor. The statewide group had team captains all across the state and made the news in all major and many small papers The group then helped get her elected US Senator.
2007 Ran for Springfield City Council almost winning over 12 year incumbent
1999-2006 Work on putting the development of a Technology Park in southwest Missouri which will help present and generations to come. Look at http://www.technologypark2006.org/
2003 Started “Draft Claire” McCaskill for Governor. The statewide group had team captains all across the state and made the news in all major and many small papers The group then helped get her elected US Senator.
1998 Ran for Nixa Alderperson received 49% of the votes and 18,000 Votes for Ozark Technical College Trustee Position in April.
1988-99 Rail Passenger Service Worked on promoting and securing a grant to study the idea of bringing back rail passenger service to southwest Missouri and from Springfield to Saint Louis, including letter writing campaigns in which citizens sent hundreds of letters of support. Mayors of five towns including Hollister, Branson, Galena, Crane, and Reeds Spring sent letters of support. Presently the State of Missouri is considering a line from St. Louis to Springfield, Branson and Kansas City.
1995-1998 Community Task Force-A member of the Economic Group.
1995-1997 Vision 20/20 Participated in the planning of Springfield and southwest Missouri with groups such as transportation, parks, regional planning, historical preservation, and others were formed. My efforts were mainly with the transportation and environmental.
1994 Was a candidate for US Congress
1996 Registered 13,000+ people to vote-a record in Missouri-Operation Spread Democracy 1993 Hollister School Bond Issue Helped campaign for and pass 2.5 million dollar bond.
1988 Reeds Spring Restoration Implemented citywide cleaning, painting, and improvements
Quote: We do not have an Economic, Environment, or Transportation “PLAN” in the United States. Can you say why are other world economies doing good and getting better like China, Germany and others?
Projects: Working on writing a BOOK concerning all the projects and campaign including the still pending U.S. Supreme Court Case concerning Home Rule and the City of Springfield denying write in candidates which is allowed in all other cities in Missouri. Anyone wanting to help with the cost of the book can send $5, $10, $50 or any amount to the above address.
Presently seeking grants to complete book to strengthen the idea that one person can change things and that 20 years of community projects can be used to harness the energy to challenge people of all ages to get involved in changing things. One target group is getting young people started as soon as they can vote.
The grant monies will be used to prepare and edit the book which will include actual campaign literature along with stories. Once printed the book will be sold in southwest, Missouri and across the world via the internet.
A major Goal will be to stress that we must engage the people of our nation and no longer can we exist if they are either afraid of the government or the people have reached the stage they feel the government be it local, state. Or national will do whatever it wants so why vote?
A major music fan and like following the weather.
I started getting into the stock market at the young age of 13. I have been determined ever since then to learn how to make money in the stock market. By the end of high school I was known has the stock market “kid.” For my graduating class my teachers created a new award for one student to be awarded each year due to my passion in the markets. I am proud to be my high school’s first Warren Buffet Award Winner.
My reputation continued in college as have tried to help others learn what I know. I became President of our school’s Financial Management Association, Treasurer of my fraternity Sigma Alpha Epsilon, and also Treasurer of the Inter Fraternity Council. Through the power of leadership I have continued to help others learn the basics of the markets.
I have traded full time using financial derivatives which was very lucrative until the recent market turbulence. I have developed additional risk management rules that adapt to six sigma type events which I share with those close to me. I am now trading again full time with a focus on risk management, profit & loss, and statistical management. Trading is my passion so I strive to utilize 110% of my potential through the continuous commitment to the innovation of the portfolio management profession. I earned my Bachelors Degree in Business Administration as a finance major in 2009.
I now own my own market research firm Shane Edmund Group LLC (www.shaneedmund.com) and help with my father's company in business development/operations management involving the quality end of high-tech manufacturing applications (www.accutechmeasurement.com).
Check me out on Linkedin for more information about me and my mission: http://www.linkedin.com/in/shanedrozdowski
John Addison is the publisher of the Clean Fleet Report (http://www.cleanfleetreport.com), which covers electric cars, hybrids, plug-in hybrids, renewable energy, smart grid, and related cleantech. John Addison has invested in cleantech stocks for over twenty years. He is a popular speaker in the Americas, Europe, and Asia. He has presented at conferences sponsored by Association of Strategic Alliance Professions, American Marketing Association, Fuel Cell Magazine, General Electric, IBM Asia, Sun Microsystems Europe, Program Management Institute, and the Product Development and Management Association. His speeches, panel participation, and media coverage take him to a number of conferences each year covering vehicles, cleantech, smart grids, renewable energy, and climate change.