The Carnegie Endowment for International Peace is a private, nonprofit organization dedicated to advancing cooperation between nations and promoting active international engagement by the United States. Founded in 1910, its work is nonpartisan and dedicated to achieving practical results.
The Endowment—currently pioneering the first global think tank—has operations in China, the Middle East, Russia, Europe, and the United States. These five locations include the two centers of world governance and the three places whose political evolution and international policies will most determine the near-term possibilities for international peace and economic advance.
Axel Merk is the President and Chief Investment Officer of Merk Investments, manager of the Merk Funds. He is a recognized expert on the global economy, monetary policy and international investing. An authority on currencies, he is a pioneer in the use of strategic currency investing to seek diversification and has been named a “Currency Guru” by Morningstar.
Axel Merk is a regular guest on CNBC, FoxBusiness and Bloomberg. His columns and interviews frequently appear in the Financial Times, Wall Street Journal, Barron’s and other financial media around the world. Merk is a sought after expert speaker at industry conferences, including the annual conferences of the CFA, FPA and AAII organizations in 2011, as well as at universities, government organizations and think tanks. Merk's expertise encompasses topics ranging from the global economy, gold and currencies to sustainable wealth and personal finance. Axel Merk’s Book “Sustainable Wealth” was published by Wiley in 2009 and his newsletter Merk Insights reaches a wide audience of investors, analysts and media following global macroeconomic issues and implications to investing.
Mr. Merk, together with the Merk portfolio team, manages the Merk Hard, Asian and Absolute Return Currency Funds, as well as the Merk Currency Enhanced U.S. Equity Fund. He holds a B.A. in Economics (magna cum laude) and a M.Sc. in Computer Science from Brown University.
Kurt Brouwer is the chairman and co-founder of Brouwer & Janachowski, LLC, a Tiburon, California fee only financial advisory firm that manages over $700 million for corporations, charitable groups and private investors. In this position, he has become a recognized expert in the field of investing and, more specifically, investing in mutual funds. USA Today called him, “…one of the most-respected mutual fund authorities in the nation.” Brouwer is the author or co-author of three investment books, including Kurt Brouwer's Guide to Mutual Funds and Mutual Fund Mastery, written with Steve Janachowski. He has written articles for Forbes, Barron’s, The San Francisco Chronicle, Pension World and other publications. He is also the editor of Fundmasteryblog (http://blogs.marketwatch.com/fundmastery). Brouwer & Janachowski’s web site is: www.fundmastery.com. Brouwer holds a degree in applied economics from The University of San Francisco.
John M. Mason writes on current monetary and financial events. He is an entrepreneur and a writer. Current projects include a new banking institution, an Internet company, a private equity fund, two depository institutions and a community redevelopment fund. He formerly was on the faculty of the Finance Department, Wharton School, the University of Pennsylvania. Dr. Mason has been President and CEO of two publicly traded financial institutions and the executive vice president and CFO of a third. He has also served as a special assistant to the secretary of the Department of Housing and Urban Development in Washington, D. C. and as a senior economist within the Federal Reserve System. Dr. Mason has served on the boards of venture capital funds and other private equity funds. He has worked with young entrepreneurs, especially within the urban environment, starting or running companies primarily connected with Information Technology. Some of his new ventures are in the sustainable business and impact business space. .
Robert first tasted a passion for studying the economy during his participation in the National Fed Challenge, where he studied macro economic analysis and the inner workings of FOMC policy. He attended Clemson University and graduated with a B.S. in Business and Economics. After beginning his investing career in residential development, Robert turned towards his true talents in global market research, analysis and trading. Robert has published articles covering Macro Theory, Trade Strategies, Geopolitics, and Technical Analysis. He is a perpetual student of the economy and global markets with a hunger to discern what drives market behavior. Robert has been studying and trading markets with a calculated edge for nearly ten years and will readily engage in debate with fellow traders.
Follow Robert's Trading Notes at http://www.twitter.com/ds_shoutbox
Sara Calabro is the editor-in-chief of OneMedPlace, a communications company focused on emerging healthcare and life sciences companies. She leads conception and production of the company's publications, Med Tech Sentinel and Medical Technology Investment Digest. Sara joined OneMedPlace in February 2007 from Pharmaceutical Executive magazine, where she was managing editor. Before that, she did stints as senior writer for Sales & Marketing Management magazine, and as health and fitness editor for About.com (http://about.com/). Sara got her start in healthcare journalism at PRWeek magazine, where she covered the communications strategies of pharmaceutical, biotechnology and medical device companies.
Elliott Gue knows energy. Since earning his bachelor’s and master’s degrees from the University of London, Elliott has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities and meeting with management teams.
For seven years, Elliott Gue shared his expertise and stock-picking abilities with individual investors through a highly regarded, energy-focused research publication. Elliott Gue’s knowledge of the sector and prescient investment calls prompted the official program of the 2008 G-8 Summit in Tokyo to call him “the world’s leading energy strategist.”
He has also appeared on CNBC and Bloomberg TV and has been quoted in a number of major publications, including Barron’s, Forbes and the Washington Post.
In October 2012, Elliott Gue launched the Energy & Income Advisor (www.EnergyandIncomeAdvisor.com), a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
The masthead may have changed, but subscribers can expect the same in-depth analysis and rational assessments of investment opportunities in the energy sector.
My perspective comes from somewhat out on the edge in many ways. I live on the fringe of the wilds here on the outskirts of Squamish BC, and my backyard receives quite a bit of bear traffic, real ones, not just the market kind like me. My wife and I spend most of our free time in the mountains, ski mountaineering in the winter and climbing in the summer.
I have co-founded, managed, and sold a couple of reasonably successful businesses including The Edge Climbing Centre, one of North America’s first major indoor climbing gyms. I have also co-owned and managed a manufacturing and export business.
Although I don’t own a TV I watched the US congressional hearings that dealt with the financial crisis through live feeds on CNN on line. I can’t imagine any reality show that could be more riveting than this. And scary. Anyone who believes the media has overblown the severity of the financial crisis needs to watch this stuff. This is real news, unfiltered.
I have spent significant time in the last couple of years, as I also did in my younger years, in the Himalayas, sleeping in the open, or staying with villagers who have no plumbing, central heating, or even furniture as we think of it. I believe I need to keep doing this as it keeps me grounded and it gives me persecutive on the crazy consumerist society I come from.
The photo of me was taken after a week in the mountains, sunburnt, unshaven and happy.
Email is: email@example.com
My investment interests include small and microcap Biotech stocks with a focus on oncology. I worked for several years as a lab manager and research associate at UCSF Cancer Center in a lab focused on sequencing and assembling tumor genomes, array CGH of intermediate grade prostate tumors, and functional analysis of the oncogenic transcription factor ZNF217. During that time I attended as many talks and lectures as time would allow and read as many papers as possible in the course of investigating possible gene targets in regions of interest from aCGH data.
I have BS in biology and a masters degree in Health services administration.
GlobalTrekker has traded closed-end funds institutionally, and profitably, for over 20 years and maintains a proprietary database with weekly regression analysis of all funds traded domestically. Objective, detailed data research, free of survivor bias, has been the hallmark of his investment strategies.
I have an interest in economics since i was at university doing my Medical degree. I Live in Australia. I thought that there was a massive debt bubble in 2006 2007 as the economy had the same features of 1929 before the bust.
I have financially prospered from the collapse.
I am interested in finding people who can come up with solutions rather than warning of inevitible catastrophe.
I will endeavour to blog about a possible solutions to the USA economic woes
My first blog will be companies that have a real possibility of making money out of climate change. I have been asked to put up following a recent comment on a poor investment performance.
In the spring of 1962 JFK's policies were causing increasing inflation, companies were starting to raise prices.
JKF thought the way to "fight" inflation was to jawbone businessmen to not raise prices.
When the steel companies raised prices, JKF ranted in private that: . "my father always told me businessmen were a bunch of SOB'S" . We didn't learn about that comment till a few years passed.
And in public he said that they were being irresponsible bla bla bla
the instant result was a stock market crash,
xerox & polaroid, 2 of the high fliers went from about $190 to $130 in less than 2 weeks.
The rest of the market crashed too.
As a kid my parents generally bought stuff at the "end of the month specials",which were common in those days.
I had been looking at the stock market and when I saw prices crash,
I thought: this is just like the "end of the month special",
so I bought 15 shares of American Cyanamid, then in Oct 62, 10 shares of Texaco.
Things have changed a lot since then, mostly for the better.
I had to pay 25¢ a share extra for the "odd lot" shares,
commissions were outrageous until 1975 when they were deregulated,
and spreads were wide until decimalization took them from 12¢/ share on the NYSE and 50¢ NASDAQ down to today's 1¢
Then a stock had to go up more than $1 /share for me to make a profit, now a nickle is enough.
But back then there was more honesty and a lot more trust.
When I wanted to buy stock I'd just call the broker and he'd do the order, and I'd send a check later, and that was true of my first order.
People with a crooked bent took advantage of this trust and would place orders, and if the stock went up, pay for it, and if it went down, disappear. The result has been that now you have to fund your account before any trading. Settlement took 5 days then instead of 3, so there was more time to let the scam play out.
FWIW, Polaroid went bankrupt, Xerox has been dead money since 1969, and the other 2 disappeared in takeovers.
I've been in the market every day since May 1962,
even when I was drafted into the army, I kept trading. albeit, not so much.
My time line is much shorter now, in 1967 I bot Baxter labs and held it until 1983, 16 years. It went up 600% in that time, but so did inflation. So no real gain, just capital gains tax on phantom profits.
Now my average holding is probably somewhat less than 1 year.
Richard Moheban (aka Retired Aviator) earned a BBA in Finance, Investment & Banking from a national top ten (public) business school—the University of Wisconsin at Madison. He then went on to earn a BFA (with Honors) in 1992. After that, however, his one year of working in the corporate world was enough for him to realize that it was not his cup of tea. He decided he needed more freedom and daily variety than any Finance position could offer, so he went to work for himself.
Determined to somehow achieve financial independence without the grind, he worked as many as four part-time jobs concurrently to obtain seed cash for investing. He devoted much of his non-working time to studying investments and "real world" Economics (as opposed to the academic variety), refining several workable theories along the way. For years he plowed every spare nickel into investing. Using only his relatively modest sources of income as an investing base, over time he was able to multiply his savings and thus achieve his dream of retiring by his mid-forties in 2009. Today he enjoys pursuing a variety of recreational interests, researching, writing, and has several ideas in the works for new books. He has one book published to date.
I sold my California inflated price house in 2005 and moved to Mexico. I live in the largest ex-pat American enclave outside the US. The sun always shines and a beer is $1.25. I have been investing in stocks since I was 13.
Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, Barel Karsan (http://barelkarsan.com/).
TLassen is a 50-something private investor, despite being licensed for securities trading and portfolio management in Canada, has found himself in the Manufacturing environment for the last 30 years. His career has been spent predominantly in the aerospace industry and he is currently responsible for maintaining compliance to AS and ISO standards for a midsized company in Montreal.
His investment methodology is based on the concepts of economic added value. In plain English, investment returns have to be measured against investment costs. He uses fundamental analysis at the company level to identify best of breed companies and combined with the principles of economic added value, selects companies for long term investments.
The subtle point of Warren Buffet's statement, 'it is better to find a great company at a fair value, than a fair company at a great value' is often missed by investors who attempt to find undervalued companies regardless of their financial health. He belongs to the Buy and Hold camp, but has learned over the years to be flexible by taking profits off the table occasionally.
TLassen maintains 2 portfolios whose principal objectives are to generate reliable and consistent income while protecting investment capital through diversification. This income may come from stock or mutual fund dividends, interest from bonds and money market investments. Other forms of positive cash flow may be capital gains from sales of equities or from exchange of foreign currencies.
In other words diversify, diversify, and diversify some more, between and within the asset classes
TLassen's investment strategy is based on diversifying investment capital into three distinct asset classes:
Non-fixed Investment Securities: Dividend paying stocks, mainly aristocrats and achievers. Income yielding ETF's, Index Funds, Closed End Funds, Bond Funds, REIT's, Income Trust Funds, Preferred Shares.
Fixed Income Securities: Real Bonds (not bond funds) Bank Certificates and Treasury Notes
Capital Gains securities: Non-dividend paying stocks or ETF's or index funds, Gold, Commodities, Foreign Currencies.
Investment goal is to increase Investment Capital by 5% annually. Returns are never measured against, or bench-marked to the S&P Index.
Investment returns are measured against the initial investment capital, not market value of securities.