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The Federal Reserve has pegged interest rates to all time lows. This leaves income investors in a quandary - not knowing where to invest.
Bruce looks at the best income, growth, natural resource, and technology equities while taking a contrarian approach. ETFs can often be used to mitigate risk for investors who wish to take a "hands off" approach.
Bruce has degrees from Calvin College and the University of South Dakota and has been investing in the markets for 40 years.
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.
I have over 25 years of Wall Street experience trading and managing risk in multiple markets. Early on I traded High Grade Corporates for Drexel Burnham. This gave me an in-depth knowledge of credit spreads as well as how and why they move. Later in my career I was Chief Dealer of Interest Rate Options for Barclays Bank Plc. in New York. This allowed me to gain practical knowledge of the derivatives market as well as how to manage option risk. Additionally I have built technical trading models and managed commodity portfolios for Tamiso & Company a CTA that has been in business since 1983 as well as my own small CTA, Market Strategies Mgmt., LLC.
These experiences formed the pool of knowledge from which I drew to build the CEC Strategy. A practical, in-depth understanding of credit spreads and optionality combined with well disciplined risk management learned from the commodity markets all join together to produce a trading strategy that produces high quality, low volatility returns.
Visit his websites: Market Strategies Management (http://www.marketstrategiesmgmt.com/)
Alpha Author is an Associate Professor at the Stern School of Business, New York University. His research focuses on corporate strategy and international expansion. He studies how and why firms enter foreign markets, why firms choose certain locations, how firms govern operations, and how expansion impacts firm performance. Alpha Author's research papers have been published in the Academy of Management Journal, Organization Science, Management Science, Journal of Economics and Management Strategy, Strategic Management Journal, Journal of International Business Studies, Organization and Environment, the Academy of Management Best Paper Proceedings, and in various academic books. Alpha Author published his first book in 2007. Alpha Author's academic accomplishments include several noteworthy distinctions: Newman Prize; Richman Award; Haynes Best Paper Prize; IABS Best Article Award; INFORMS Dissertation Competition (Runner-up); Richard N. Farmer Award (Finalist); Gunnar Hedlund Medal (Finalist); Academy of Management Best Paper Award (Nominations in 2002, 2003, and 2008). Alpha Author holds a B.B.A. in Finance from the Ross School of Business, University of Michigan. He earned his Ph.D. in International Business Strategy from the Stern School of Business, New York University.
Lejun James Shao is the founder of www.myIRAs.net (http://www.myIRAs.net/), WhitePine Investment Inc of USA, and CEO of WhitePine Software Inc, Beijing, China. He was the top finisher in MSN's 1st US One Million Dollar Investment Contest, "Strategy Open Tournament," with a +45.88% return in 4 months from August 28 - December 2008.
An IT wizard turned professional investor, James Shao graduated from the University of Michigan with a PhD degree in Computer Engineering in 1990 and worked as an assistant professor in Singapore's Nanyang Technology University for 5 years after graduation. He worked as Chief Software Engineer in DSP Technology, Design Engineer in Ford Motor Company, and several other high tech companies after his return. James Shao started his investment profession in 2001.
I am the founder and director of three companies: Euro Pacific Capital (www.europac.net), a full service, registered broker-dealer and RIA which specializes in foreign securities; Euro Pacific Precious Metals (www.europacmetals.com), a gold & silver coin and bullion dealer; and Euro Pacific Asset Management (www.europacificfunds.com), a fund management company that is building a family of mutual funds based on my economic philosophy.
I am most well-known for accurately and publicly predicting the collapse of the housing and credit markets, the subprime crisis, and the increasing price of gold relative to the US dollar, resulting in the viral YouTube video "Peter Schiff Was Right."
I fly around the country and the world speaking to diverse groups, from academic conferences to Tea Party rallies. I have also appeared regularly on cable news stations since the mid-2000s trying to warn people of the impending economic collapse brought on by destructive fiscal and economic policy in Washington.
To that end, I published my first book, "Crash Proof: How to Profit from the Coming Economic Collapse," in early 2007, predicting the 2008 economic crisis while the mainstream commentators were saying it was impossible. Then, at the height of the crisis, I released "The Little Book of Bull Moves in Bear Markets," in which I showed readers how to help protect their finances in turbulent times. I've written updated versions of both Crash Proof and The Little Book since then, talking about how my predictions fared and why the worst of the crash is still ahead of us. I also wrote a book with my brother based on a popular comic book my dad wrote in the '70s. "How an Economy Grows and Why It Crashes" is an illustrated fable that starts with three guys on an island and uses allegory to explain exactly how we got into our current mess.
In the 2010 election season, I ran for the US Senate seat of retiring Senator Chris Dodd in my home state of Connecticut in order to bring attention to the mounting problems in this country. While I did not win the seat, my message of fiscal and monetary sanity was brought to a new audience of voters and political leaders.
I've had a regular video blog on YouTube since 2009, called The Schiff Report (www.youtube.com/user/SchiffReport) and, after giving up my long-running Wall Street Unspun podcast, I am now the host of a nightly radio show called The Peter Schiff Show (www.schiffradio.com).
Sol Palha is the head financial analyst at Tactical Investor. He is a self-taught Student of the Markets, having widely read conventional and non-conventional texts on all aspects of technical analysis, Mass Psychology and philosophy (as he believes it can be quite useful in terms of market analysis). He has been studying the markets for over 18 years. He combines mass psychology, technical analysis and a new field of study that he has pioneered, Esoteric Cycle Analysis to determine market tops and bottoms. Mass Psychology and Technical analysis is a deadly combination, and has enabled us to accurately determine Market tops and bottoms in advance of the actual event. One should not confuse topping and bottoming action, with trying to predict the actual top or bottom------- An endeavor best left to fools with plenty of time on their hands and an inordinate capacity to deal with pain and failure.
Peter Cooper is the editor and publisher of the ArabianMoney Investment Newsletter and ArabianMoney.net website. He was formerly a partner in AMEInfo.com, sold in a private equity deal in 1996. His book 'Opportunity Dubai: Making a Fortune in the Middle East' was a best seller, and his latest 'Dubai Sabbatical: The Road to $5,000 Gold' is a sign of where he sees the future. Peter is a Dubai resident and contributes columns to many local publications. He was a contemporary of British foreign minister William Hague at Oxford University.
I design and make products to meet market niches. Focus currently managing two lift-boats deployed in ARAMCO and project managing building another one, or two; so keenly interested in which way the oil-wind blows.
Alexander Tepper is Chief Economist at TKNG Capital, a global macro hedge fund based in New York. Previously, Mr. Tepper was a senior economic policy aide to U.S. Senator Frank Lautenberg. He also has experience at Oliver, Wyman & Company advising Fortune 500 financial institutions on risk management issues and as an investment banking Associate at Credit Suisse. He has a masters degree in Economics from Oxford University, and a BA in Physics from Princeton University.
Tom Brown became one of the most respected Wall Street analysts of financial-services stocks in the 1980s and 1990s, working at Smith Barney, PaineWebber and Donaldson Lufkin & Jenrette. In 1998, he joined hedge-fund manager Julian Robertson, heading Tiger Management's North American financial-services group. In 2000, he formed Second Curve Capital, a $550-million-in-assets hedge fund that invests exclusively in financial-services stocks. Brown's original fund, Second Curve Partners, has generated a 20% yearly return, net of fees, since its May 2000 start.
Visit his site: www.Bankstocks.com
Zacks.com brings the decades of study and stock picking expertise of Zacks Investment Research to individual investors. Now, you don't to be an investment bank or brokerage firm to get the professional power of Zacks' research. It's all available on Zacks.com. Learn more about Zacks' history and company below.
Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
Brian Kelly is Founder of Brian Kelly Capital. Brian has over 17 years investment experience trading US & international equities, forex, options, futures, metals, and commodities. He has traded for some of the largest hedge funds, pension funds, and mutual funds.
Mr. Kelly is a CNBC contributor and can be seen regularly on the show Fast Money.
Mr. Kelly is a graduate of the University of Vermont where he received a BS in Finance. He also holds an MBA from Babson Graduate School of Business with a concentration in finance and econometrics.
I am a long-time individual investor with an engineering degree and an MBA. I worked in aerospace-defense for 15 years and have spent the last decade or so working for a large financial services firm. This academic, work and investing background helps me cast an informed eye on tech stocks, the stock market and the economy and also provides the skills needed to write the software that supports the various parts of the Trade-Radar.com website as well as the Trade-Radar Stock Inspector "Total Stock Analysis" software.
Visit his blog: http://blog.trade-radar.com
Download the Trade-Radar Stock Inspector software: http://trade-radar.com/download/download.html
Visit Trade-Radar AlertHQ for free stock picks: http://trade-radar.com/AlertHQ/AlertHQ.html
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'm the Director of Research at Wonder. Come check it out (askwonder.com)
Previously, I worked for Seeking Alpha from 2008-2015. During that time, I was involved in building out the PRO and Marketplace subscription platforms, and also spent time writing 'Wall Street Breakfast' and writing for the Breaking News team.
Before joining Seeking Alpha, I co-founded a (short-lived) start-up for crowd-sourced angel investing and worked in the private banking division of a boutique bank. I've got an M.Sc. in applied economics from Georgia Southern University, and a B.A. in economics from Brandeis University.
My husband and I live in Israel with our two children.
I am director of the Urban-Brookings Tax Policy Center and a visiting professor at the Georgetown Public Policy Institute in Washington, DC, where I will teach microeconomics and public finance. I also write about economics, finance, and life at dmarron.com. From 2002 to early 2009, I served in various senior positions in the White House and Congress including: Member of the President’s Council of Economic Advisers (CEA), Acting Director of the Congressional Budget Office (CBO), and Executive Director of Congress’s Joint Economic Committee (JEC). In short, I’ve been blessed to serve at some of the best acronyms in government. Before my government service, I had a varied career as a professor, consultant, and entrepreneur. In the mid-1990s, I taught economics and finance at the University of Chicago Graduate School of Business. I then spent about a year-and-a-half consulting on antitrust cases at Charles River Associates in Washington, DC. After that, I took the plunge into the world of new ventures, serving as Chief Financial Officer of a health care software start-up in Austin, TX. After that fascinating experience, I started my career in public service. I received my Ph.D. in Economics from the Massachusetts Institute of Technology and my B.A. in Mathematics a couple miles down the road at Harvard.
Babak’s blog, tradersnarrative.com (http://www.tradersnarrative.com/), mainly covers the U.S markets but also dabbles into European and Canadian markets - with special attention given to the income trust market in Canada. Within the U.S. markets, most of his attention is concentrated on timing, sentiment and new ways of analyzing and trying to understand markets.
Babak used to be quite active on trading messageboards but after the noise to signal ratio got out of whack, he decided to instead dedicate his time and resources to a blog where he would have more control and interact with others on his own terms.
Other than selfish reasons, Babak created his blog as a way to give back in some small way and repay his debt to the many others who have given so generously of their time and talents. Since he didn’t have a mentor to guide him when he started out, he is hoping that this blog will help others who are considering the same journey. While he doesn’t regret not having a mentor, because it allowed him to grow and find his own individual path, he admits that it would have been nice to have a nudge here and there to cut down on time spent pursuing dead ends and reading useless books (cough Bernstein cough).
In his free time Babak enjoys trapping mimes in plexiglas cages, then watching from a distance to time how long it takes passers-by to figure it out.
David P. Goldman was global head of debt research for Banc of America Securities and earlier global head of credit strategy at Credit Suisse. He was until July 2008 the strategist for a credit hedge fund, Asteri Capital, one of the few credit funds to show a profit between July 2007 and July 2008. He is now Associate Editor of First Things (www.firstthings.com) and a columnist (under the byline "Spengler") for Asia Times Online.
Brian Dolan is the Chief Currency Strategist at FOREX.com/GAIN Capital. He is a 20 year veteran of the currency market, having worked as a senior trader and analyst at some of the world's leading international banks, including Dai-Ichi Kangyo, Credit Suisse and American Express. In addition to overseeing fundamental and technical research at FOREX.com, Brian publishes a daily technical analysis report and weekly macro research report for the exclusive use of FOREX.com clients.
Frequently sought after by the financial press for his insights into currency movements, Brian is a frequent guest on CNBC and Bloomberg TV. Brian has also published numerous articles on short-term trading strategies and risk management in journals such as Futures, Technical Analysis of Stocks & Commodities, and SFO.
In the fall of 2007, Brian co-authored Currency Trading for Dummies, a sophisticated, educational resource for traders new to the Forex markets. Brian is a graduate of Dartmouth College.
Brett N. Steenbarger, Ph.D. is Clinical Associate Professor of Psychiatry and Behavioral Sciences at SUNY Upstate Medical University in Syracuse, NY. He is also a trader in the equities markets and works with traders in proprietary, hedge fund, and investment bank settings.
Dr. Steenbarger has authored The Psychology of Trading (Wiley, 2003) and Enhancing Trader Performance (Wiley, 2006), as well as over 50 peer-reviewed professional publications in psychology and psychiatry. He maintains an archive of free articles and research at www.brettsteenbarger.com and writes a daily blog on market psychology at www.traderfeed.blogspot.com.
I am both an economist (three year M.A., Univ. of Chicago, 1968, in economics PhD program) and a lawyer (J.D., Univ. of Chicago, 1971). I had a Woodrow Wilson National Fellowship in economics and the good fortune to study at Chicago under seven Nobel Laureates in economics (received before or after -- Milton Friedman, Robert Mundell, Theodore Schultz, George Stigler, Ronald Coase, Robert Fogel and Gary Becker). I only left economics and the PhD program after finshing the course work and core prelims and contrary to the wishes and advice of Milton Friedman, because having decent grades out of a top law school had much more remunerative prospects then than being an economist. I wanted to return later at some point and finish up, but the opportunity cost was too high.
I practiced law, mostly in a large firm, doing large scale jury litigation all over the country in a broad range of areas for notable and not so notable clients. I also handled appeals. I carefully kept out of politics because my observation has been good trial lawyers make poor politicians, and politicians who return to law are usually not good lawyers -- good lobbyists and influence peddlers perhaps -- but never good trial lawyers. Their concepts of honesty and truth have been debased along with their work ethic.
I believe seriously in economics and have somewhat kept track of the field, although I do not believe all I read. I do not seriously believe in law, although I practiced it quite successfully for thirty years and created significant new law, all the way to the U.S. Supreme Court. I have been investing since the early sixties when gains on airline bonds substantially helped put me through college. I have appeared in past volumes of Marquis, Who’s Who in the World, Who’s Who in America, Who’s Who in American Law, Who’s Who in Finance and Industry and others.
I retired early and have been circumnavigating the world on my own sailboat for the last several years. I survived the tsunami in Pago Pago, American Samoa where my boat suffered minor damage and 112 people died within two miles of me including some friends and left there for New Zealand for repairs but then my electronic autopilot failed in route and I had to hand steer to Neiafu, Vava'u, Tonga. In Tonga then I was directly hit by Cyclone Rene (= hurricane in northern hemisphere) with 95 knot sustained winds and 115 knot gusts, but I was prepared and sustained no damage. I was sheltered in the harbor bay from bad seas but not the winds. I stayed in Tonga for the cyclone season in the South Pacific last year and will spend this cyclone season in American Samoa. I am busily engaged in boat improvements/repairs, basking in the sun, sightseeing on bicycle, writing a bit and I am enjoying photography, too.
I focus on investments in the oil & gas sector with an eye for dividend income and long-term capital appreciation. I typically allocate a portion of my own portfolio and devote some of my Seeking Alpha articles to small and medium sized companies offering compelling risk/reward propositions.
I am an engineer, not a qualified investment advisor. While the information and data presented in this article were obtained from company documents and/or sources believed to be reliable, they have not been independently verified. Therefore, I cannot guarantee its accuracy. I advise investors conduct their own research and/or consult a qualified investment advisor. I explicitly disclaim any liability that may arise from investment decisions you make based on this article. Thanks for reading and I wish you much success – Michael Fitzsimmons.
Edward Harrison is the founder of the blog Credit Writedowns (www.creditwritedowns.com) and is a finance specialist at Global Macro Advisors. Previously, Edward was a strategy and finance executive at Deutsche Bank, Bain, and Yahoo. He started his career as a diplomat and speaks German, Dutch, Swedish, Spanish and French. Edward holds an MBA from Columbia University and a BA in Economics from Dartmouth College. Follow him on Twitter at twitter.com/edwardnh. Contact him at edh at creditwritedowns dot com as that's the only mailbox he reads regularly.
Moon Kil Woong is currently a VP at a SME. Previously he was a tech stock consultant, VP of Research at ING, and sell side Director at Crédit Agricole Indosuez. Moon Kil Woong has a Masters in Public Administration from SJSU.
Jeffrey is a young Financial Services Professional based in Massachusetts. He graduated from Skidmore College in May 2010. Jeffrey has been investing for five years. He loves to read, ski, invest and exercise.
Marc Chandler has been covering the global capital markets in one fashion or another for 25 years, working at economic consulting firms and global investment banks. A prolific writer and speaker he appears regularly on CNBC and has spoken for the Foreign Policy Association. In addition to being quoted in the financial press daily, Chandler has been published in the Financial Times, Foreign Affairs, and the Washington Post. In 2009 Chandler was named a Business Visionary by Forbes.
Marc's commentary can be found at his blog (www.marctomarket.com) and twitter www.twitter.com/marcmakingsense
Bill Gross, called "the nation's most prominent bond investor" by the New York Times, is managing director of Pacific Investment Management (or PIMCO) and manages its Total Return fund, the world's largest bond fund and fifth largest mutual fund, and several smaller funds. He publishes a monthly letter discussing the bond market, and is the author of two books: Everything You've Heard About Investing Is Wrong! (http://tinyurl.com/nfc4x) and Bill Gross on Investing (http://tinyurl.com/nhmnj9).
Note: Mr. Gross is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Mr. Gross's public commentary. Visit PIMCO (http://www.pimco.com/)
Sean Hannon, CFA, CFP, is the publisher of EPIC Insights, a weekly newsletter providing Sean’s timely stock ideas and market commentary. Sean’s goal in EPIC Insights is to educate readers, giving them accessible advice they can use to manage their own financial future. The transparent portfolio that Sean has created in EPIC Insights has outperformed the S&P 500 during many investment cycles. Through this portfolio Sean offers readers a thorough understanding of his investing techniques, making them better equipped to manage their own affairs during a period of heightened uncertainty.
Sean has over ten years of financial services experience, having worked for both Goldman Sachs and JP Morgan Chase. Having seen how complexity and lack of clarity can destroy the best ideas, Sean felt a large void existed that would allow individual investors to seize control of their own destiny while receiving professional assistance in an opaque market.
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.