C.T. Wu, PhD in Electrical Engineering and Computer Science -- President and Chief Investment Officer, Harmonic Growth Capital Management LLC, Santa Clara, Cailifornia -- Had worked in the Networking industry for 30 years. Also, a 20-year veteran in the field of Business Model Optimization research. Currently focus on providing Portfolio Research services to Charitable Foundations and Accredited Investors in Silicon Valley.
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
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.
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016-????. My worst years were 2013-2015. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. At the time, I was in the midst of a difficult two-year plus divorce (my ex-wife left for another relationship) and custody battle, which occupied a lot of my time. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
I believe that our economic situation is vastly misunderstood. The future adverse consequences of this misunderstanding can not be understated. It is for this reason that I write about our economic condition, with a focus toward (economic) Sustainable Prosperity and the future economic condition of the United States.
As for my background: I have investment experience dating back to 1988. This includes advanced knowledge and experience in equities, options, futures, futures options, forex, and economic research. Much of what is written in this site is a corollary to the analytical and modeling work I do, and have done, concerning the financial markets.
I also have corporate experience. This includes Finance, Pricing, Strategy, Business Analysis and Business Planning; and various aspects of Marketing Management.
My education includes an MBA from University of Chicago and an Undergraduate Degree (B.S.) in Business from Indiana University.
Prior publishing credits include Barron’s, Director’s Monthly, and a contributor to the book “The Art of M&A Integration.”
I am a retired accountant, investing in all varieties of instruments. I started investing on my own account in 1982. I have made money on a consistent basis. However I lost everything that i owned in 1987, but on the flip side, I sold UK property in 2006 and sold all stocks and shares in August 2007. You should only loose your shirt once in your lifetime! I do not purport to be a professional investor; however the 'Pros' nearly all have a vested interest in selling their firms, services or investments and this makes much of their advice tainted. If I write it is an unbiased personal opinion and should not be taken as investment advice.
I was originally a golf pofessional but qualified as an accountant in 2003. I am now retired and no longer have a practicing certificate in accountancy.
Seeking alpha has been one of the "go-to" sites for the investors in our family. We would like to strike a perfect balance between short term trading and long term investing, hence the name "Tradevestor".Good luck investing. In the interest of full disclosure, this is a group account handled by Father and Son. The Father was a trader for quite a few years years with mixed returns, while the son started out a few years ago with DGI and has slowly convinced the Patriarch towards investing rather than trading.
Disclaimer: Please do your own due diligence before buying or selling any stock. Ideas and thoughts presented in the articles are not professional recommendations.
Everyone deserves to invest their money in the safest, most flexible way possible, without paying huge fees or sacrificing meaningful returns. Hedgewise strives to become the first wealth manager to take the best ideas from hedge funds and institutions and make them available to anyone, while keeping fees low and capital requirements to a minimum. There have been tremendous innovations in finance over the past decade which have only benefited a select few, and we believe it is time for that to change.
A Professional Engineer and CFA charter holder, Arthur has over 10 years of experience using analytics and statistical techniques to forecast, define opportunities, and mitigate threats in the financial, oil and gas, and manufacturing sectors.
Arthur possesses a unique ability to define a problem, develop models to define the problem, and then apply modeling results to drive investment decisions.
• Machine learning
• Statistical modeling
• Financial modeling
• Economic forecasting
Physical and financial commodity trader and Portfolio manager specializing in natural gas and petroleum commodities with 29 years of extensive and varied experience under a broad range of market conditions.
A proven track record of success employing a very methodical and disciplined trading style.
Skilled in both granular supply/demand analysis as well as the art of technical analysis.
Founding member of proprietary energy derivatives trading desk at Morgan Stanley, head energy trader at Chase Manhattan Bank, natural gas portfolio manager at Perennial Capital. Founding partner 4 Corners Global Trading, LLC
Specialties: Natural gas trading, Petroleum trading, derivatives, risk management, commodity futures, options expert, Technical analysis, fundamental analysis
I work as an independent consultant with financial (and other) companies to provide advice, presentations, briefings, etc in the areas of my expertise – international capital markets, asset allocation decisions, world macro-economic developments and their effect on the financial markets.
Until July 2012 I spent eight years as Head of the multi-billion dollar investment portfolio at the Bank of Israel, with a two year spell as Head of the Central Bank's representative office in New York. I have an in-depth knowledge of capital markets, portfolio management and investments in international financial markets across a range of asset classes. Previously, I worked at HM Treasury (UK Ministry of Finance) as a European policy expert and economics advisor, before being seconded to the European Commission in Brussels.
I have an MSc in Economics and am a CFA charter holder.
I am an individual investor who is relatively new to the world of investing. Through the strategies and findings that I've learned from numerous sources and with a little bit of luck, my portfolio averaged 24.0% annual return for the last 3 years vs. 11.7% for S&P 500.
My goal is twofold: 1) share what I have learned through practicing stock investing, reading and researching, and 2) learn from Seeking Alpha community through the feedback and suggestions of the readers. I trust that the feedback and suggestions from Seeking Alpha community will help improve the odds of continued strong investment performance.
I hold an undergraduate degree in business administration with focus on financial institutions from Westminster University and an MBA from Yale University School of Management. I'm also a CFA charterholder, FRM charterholder, and an author of an eBook on personal finance.
I am a policy risk analyst with more than 25 years of experience in China's political economy. I believe in looking beyond the spreadsheet to identify the wider issues leading to policy change - and what that means for investment decisions in a market where the stock index is more responsive to the velocity of political gossip than the velocity of money.
Georg Vrba is a professional engineer who has been a consulting engineer for many years. In his opinion, mathematical models provide better guidance to market direction than financial "experts." He has developed financial models for the stock market, the bond market, yield curve, gold, silver and recession prediction, most of which are updated weekly at http://imarketsignals.com/.
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)
David is a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing and implementing actively managed growth and income portfolios using ETFs, CEFs, and mutual funds.
Visit our website for more information or to signup for our weekly email updates.
Follow me on Stocktwits: http://stocktwits.com/fabiancapital
He has developed and currently manages proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis.
He also holds the Chartered Market Technician and Chartered Financial Analyst professional designations.
Before becoming one of the three founding partners of Emerald Asset Management in 2014, Clint was a financial representative with Northwestern Mutual Financial Network in Raleigh and a financial consultant at Gunnet, Best & Sorenson Financial Group at Wachovia Securities, which became Wells Fargo Advisors. He earned a bachelor’s degree from the University of North Carolina-Chapel Hill. He is currently a board member of the CFA Society North Carolina.
Clint grew up in Charlotte. Today, his family includes his wife, Lauren, and daughter Raegan. They enjoy traveling, the outdoors and spending time in Ocracoke. Clint also enjoys martial arts and overall fitness training.
David Robertson, CFA serves as the CEO and lead Portfolio Manager for Arete Asset Management, LLC. Dave has been dedicated to the investment management business for over twenty years having analyzed stocks in a wide variety of size and style categories. Early in his career, he worked intimately with a sophisticated discounted cash flow valuation model developed by Callard, Madden and Associates which shaped his skill set and investment philosophy. Since then, he has worked on large, institutional portfolios as well as those of high net worth individuals. Recent experiences include starting up a mid cap core institutional strategy at Credo Capital Management and managing the Ark mid cap fund at Allied Investment Advisers prior to its acquisition by M&T Bank.
Having worked his way through Grinnell College, the CFA program, and the evening program at Kellogg, Dave is intimately familiar with balancing the need for capital preservation with the desire to exploit market opportunities as they arise. He majored in math with extensive studies in economics and philosophy at Grinnell. At Kellogg, Dave majored in finance, marketing, and international business while completing the CFA program concurrently. Dave has served as president and co-chair of programs for the Baltimore CFA Society and serves on the Investment Subcommittee for United Cerebral Palsy, Central Maryland. He has lived in Baltimore since 2000.
While Dave has always enjoyed the ongoing intellectual challenge of analyzing investment opportunities, investing means much more to him than just that. Having been the beneficiary of the needs blind admission policy at Grinnell College, which was facilitated by a healthy endowment, he is intimately aware of and compelled by the the socially useful purposes of good investing.
I am a portfolio manager for Gavekal Capital with responsibility for Asian stock selection for our suite of Knowledge Leaders funds. I have a BS in International Business and a MBA in Finance.
Greg Donaldson is the Chief Investment Officer of Donaldson Capital Management, an Indiana based firm with assets under management of $1.2 billion. He has been in the securities business since 1975 and has founded or co-founded three investment management firms. He is on the board of directors of St. Mary’s Health System. He serves on the Board of Trustees of the Memorial Trust Fund of Redeemer Lutheran Church. He is also a trustee of the Pumphrey Foundation. Greg graduated from Purdue University with a BS is Economics in 1970. Greg is married with two children and resides with his family in McCutchanville, a suburb north of Evansville, Indiana.
TheNextCommodityBoom.com is a website dedicated to commodities. Oil, gas, gold, silver, uranium...you name it, we cover it. We are available to fill freelance or permanent writing copy needs for websites/magazines/newsletters. You can contact us at firstname.lastname@example.org.
Henry Stokman is a Senior Director at a financial and strategy consulting firm. He has been actively trading stocks, futures, and options for the past 13 years. He specializes in energy, technology, and the financial sector.
Dr. David Eifrig Jr. is the editor of Retirement Millionaire, a monthly advisory which shows readers how to live a millionaire lifestyle on less money than you'd imagine possible. He is also the editor of Retirement Trader, a trading advisory which shows readers a safe way to double or triple the gains in your retirement account, with much less risk. He is also the editor of Income Intelligence, a monthly investment advisory which shows investors how to expertly time their purchases to maximize their returns.
Before joining Stansberry Research in 2008, Dr. Eifrig worked in arbitrage and trading groups with major Wall Street investment banks, including Goldman Sachs, Chase Manhattan, and Yamaichi in Japan.
In 1995, Dr. Eifrig retired from Wall Street, went to UNC-Chapel Hill medical school, and became an ophthalmologist. Now, in his latest "retirement," he joined Stansberry full-time to share his experiences and ideas with readers.
Hao Jin is a Chartered Financial Analyst (CFA) Charterholder, Certified Management Accountant (CMA), and currently works as an IT professional for a media brokerage firm in Wall Street area, doing data mining, data warehouse and analytic reports. He graduated from SUNY Stony Brook’s Harriman School for Management and Policy in 1993.
Recently retired. Previously a technology analyst or portfolio manager for 28 years at UBS, 1838 Investment Advisors, Merrill Lynch Asset Management, Alex. Brown & Sons and Wood Gundy. Spent some time writing on the subject as well. Did a stint at a systems analyst in an IT department too.
I founded Seeking Alpha, and lead it for its first 10 years until I passed the CEO role to Eli Hoffmann. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. Seeking Alpha is now the dominant crowdsourced equity research platform.
I wrote the ETF Investment Guide (http://seekingalpha.com/article/15136-etf-investing-guide-one-page-summary-of-the-entire-guide), and I blog about startup best practices at http://davidjaxon.wordpress.com .
I have a B.A from Oxford University and an MSc from The London School of Economics, and am married with five children.
About our authors:
William A. Delwiche, CMT, CFA
Willie Delwiche is Baird’s Associate Investment Strategist. Before joining Baird in 1999, Willie worked briefly as a researcher at the Committee for Economic Development, a Washington, D.C., pro-business think tank. Willie received a BA in economics and in government and politics from the University of Maryland and an MA in economics from the University of Wisconsin – Milwaukee. He is a member of the Market Technicians Association and the American Economics Association.
Mary Ellen Stanek, CFA
Director of Asset Management
Mary Ellen Stanek, CFA, has 35 years of investment management experience. She currently serves as Managing Director and Director of Asset Management for Robert W. Baird & Co. and Chief Investment Officer of Baird Advisors. Additionally she serves as President of the Baird Funds. Previously she had served as President and CEO of Firstar Investment Research & Management Company.
Mary Ellen is responsible for the development and portfolio management of all proprietary asset management services. She co-manages several fixed income mutual funds as well as a number of taxable and tax-exempt portfolios. Mary Ellen is a member of The CFA Institute, the CFA Society of Milwaukee, the Greater Milwaukee Committee (Chair), Milwaukee 7 (Co-Chair), Tempo (past President) and Professional Dimensions.
My name is Ong Kai Kiat. So after almost 200 articles on Seeking Alpha, I have decided to unveil the mask of anonymity on the website. I am from Singapore and most of the articles here are about currencies. I also write about equities once in a while.
The purpose of writing is to help in my clarity of thoughts about current events. It would provide me with the edge when I am trading forex inclusive of gold. My goal is to have a good trading record and to set up a forex hedge fund one day.