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
I am a 23-year-old graduate law student, highly enthusiastic about the business world, especially technology. Been always good with numbers, and tend to dig deep into results and their possible outcome before forming an opinion. I've been following closely the decline of Nokia and its recent comeback. I believe to have quite good understanding of the future of this company. When it comes to stocks in general, I am extra-careful. I will have to get a good understanding on the company in overall and its competitors before making any decisions to buy or not. I don't believe in investing in many stocks at the same time, as it makes you follow the index. One could say I am high-risk profile, but I don't regard myself as one. I only invest in stocks I truly believe in.
I enjoy doing research and analyzing companies, hoping to find good investment opportunities.
I'm Portuguese, a big fan of Warren Buffet and looking to share and discuss my ideas with other investors.
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
I'm a long-term investor looking for both "Growth" and "Value" companies. With over 12 years of experience in the marketplace, my main focus continues to be on small and mid-cap companies in the U.S. as well as companies from China, since I believe China will play a bigger role in the world's economy in the next decade.
I usually invest in companies through the use of options, but from time to time I also buy shares of stock. Options, when used properly, provide enormous advantages to limit your downside and risk exposure.
My goal in the investing world is to keep things as simple as possible. Defining a plan and sticking to it on every investment premise is my ultimate objective.
Rocco Pendola is an associate editor at Seeking Alpha focusing on technology and the sectors it overlaps with.
In addition to technology, I am interested in dividend growth and income investing.
I make references to music I'm obsessed with (e.g., Old 97s, Elliott Smith, Bruce Springsteen) in my writing. If you notice any of these references, it makes me happy.
TechCrunch (http://www.techcrunch.com/), founded on June 11, 2005, is a weblog dedicated to obsessively profiling and reviewing new Internet products and companies. In addition to covering new companies, we profile existing companies that are making an impact (commercial and/or cultural) on the new web space. TechCrunch is co-edited by Michael Arrington and Erick Schonfeld.
Leigh Drogen is the Founder and CEO of Estimize.com and Forcerank.com. Estimize is an open financial estimates platform which facilitates the aggregation of fundamental estimates from independent, buy-side, and sell-side analysts, along with those of industry experts and private investors. By sourcing estimates from a diverse community of individuals, Estimize provides both a more accurate and more representative view of expectations compared to sell side only data. Leigh started his career as a quant trader at Geller Capital, a White Plains, NY based fund where he ran strategies that looked at earnings acceleration and analyst estimate revision models, as well as price momentum and several sentiment indicators. Leigh later went on to be the founder of Surfview Capital, a New York based asset management firm that used many of the same strategies as Geller Capital, with a focus on higher beta names on an intermediate term time frame. His educational background includes focus in economics and international relations, specifically war theory. He is a graduate with honors from Hunter College in New York City. You can contact Leigh by emailing him at Leigh@estimize.com
Stephen Windwalker's books on the Kindle and other business innovations in the book trades have sold over 200,000 copies. He is the editor of the popular Kindle Nation Daily blog and president of Windwalker Media, a multifaceted publishing company and producer of digital media in the form of ebooks, print books, online content and digital periodicals.
Douglas Krohn is a physician in private practice who provides biotechnology analysis. Dr. Krohn employs an evidence-based, peer-reviewed approach to his evaluation of pipeline biotechnology products. He is a graduate of the Albert Einstein College of Medicine, completed his pediatric residency at Montefiore Medical Center in the Bronx, and is a former columnist for The Cornell Daily Sun.
I am the founder and editor of Investment Directions. My career has been managing and consulting to multi-billion dollar funds. Using the widely accepted “multi-manager” approach, I have worked with top investment managers throughout the country, gaining a high level of expertise.
My career has spanned many market environments, and I have hands-on experience searching out opportunities and avoiding risks in all of them. I now devote my time to Investment Directions, with the goal of helping investors further their understanding and improve their investing skills.
I am currently serving on: The AAUW Investment Advisers Committee and The City of Vista Investment Advisory Committee.
I run a fund based on automated trading and technical analysis. But my favorite pastime is thinking and talking about political economy. I guess I'm George Soros.
Writing helps clarifying my thinking. All opinion expressed here is mine, wholly mine, nobody's but mine. And all trading/investment opinion I talk about here is related only to my personal accounts, not the fund.
Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism (some articles from Pragmatic Capitalism get syndicated on Seeking Alpha so please see the full site if you don't want to miss articles by Mr. Roche).
Orcam Financial Group, LLC (www.orcamgroup.com) is a low fee financial services firm offering asset management, personal advisory, consulting and educational services. Pragmatic Capitalism (http://pragcap.com) was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche foresaw many of the events that led up to the crisis and felt that the government was slow to react and when it did finally react, responded with the wrong medicine.
Mr. Roche's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics and behavioral finance. Prior to establishing his own business, Mr. Roche worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Mr. Roche managed a private investment partnership for 7 years generating substantial positive alpha (high risk adjusted returns) without a single negative year of returns. He has since transitioned back to retail asset management to better serve the much needed low fee retail space with sophisticated but simple asset management and financial planning services.
Mr. Roche is also a prolific writer. In addition to the daily musings on his website, he is the author of the popular book “Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance” as well as “Understanding the Modern Monetary System”, one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider where he was described as “one of the most influential economic thinkers today.” In 2015 Mr. Roche was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
Mr. Roche is a Georgetown University alumnus, growing up in the DC area and now living in Southern California with his wife Erica, troublesome collie Cal and 4 irritable laying hens. In addition to being a financial dork Cullen is an avid outdoorsman, mediocre gardener, proficient complex carbohydrate consumer (i.e., loves brownies and cake) and finisher of one of the most difficult IRONMAN races at Cabo in 2015.
I write The 5th Column, a weekly research product which goes to a number of institutional clients around the world. I seek to supply my clients with heretical opinions and facts that can give them a more informed view of the world. 5th Columnideas is completely independent and therefore does not have to provide research that requires the approval of corporate financiers, or dissenting colleagues.
Michael Ashton has been a recognized leader in developing the U.S. inflation derivatives market. He traded the first interbank U.S. CPI swaps in 2003 and, as a dealer, was a primary liquidity-provider in that market for two large banks. He represented about one-third of interbank swaps volume during his tenures at those firms. He invented and was the sole market-maker for the CME CPI Futures contract. He has written and spoken extensively about the use of inflation-indexed products for hedging real exposures, and has written more broadly in a commentary format about the rates markets and macroeconomy. Mr. Ashton is currently the managing principal at Enduring Investments LLC. His comments on this site and others are not posted in that role, and no opinions of his should be construed to be recommendations of or to reflect the views of his employer. He recently published "What's Wrong With Money? The Biggest Bubble of All."
Market Folly is your go-to source for all the latest activity from prominent hedge funds. We're pleased to announce our brand new quarterly newsletter, Hedge Fund Wisdom. In it, you'll see what the hedge funds have been buying and selling. We track 25 of the most prominent managers in the game as well as provide in-depth equity analysis of the stocks they've been buying. Click the link below to see a free sample issue.
The author of Market Folly has experience at a long/short equity hedge fund, has been investing for a decade, and has degrees in Economics and Communications.