Brett earned his first contrarian investing profits in 2004 when he purchased an obscure investment (at the time): sugar futures. His friends on Wall Street stopped laughing soon enough when sugar rocketed to multi decade highs, illustrating that it indeed pays to be contrary.
Brett quickly learned that the key to maximizing profits while minimizing losses is to invest against the crowd. He has since scoured the universe of stocks, commodities and options, searching for popular and tradable market misconceptions.
Brett has been featured in The Economist, Forbes, The Globe and Mail, Chicago Tribune and Seeking Alpha. He is a graduate of Cornell University, with a degree in operations research and industrial engineering.
In addition to his love of investing, Brett is an experienced technology entrepreneur. He co-founded two successful high-growth software companies, Chrometa, maker of the world’s most advanced timekeeping software, and LeadDyno, an online marketing tool for small businesses.
Management at Annaly will occasionally express their thoughts and opinions on specific issues and events in the financial markets through monthly commentaries and white papers. Annaly Salvos is a venue for expressing occasional thoughts and opinions on issues and events in the financial markets.
Blog posts, commentaries and white papers are for informational purposes only, and should not be construed as an offer to sell, nor a solicitation of an offer to buy, any securities of Annaly Capital Management, Inc. or any other company.
Annaly manages assets on behalf of institutional and individual investors worldwide. Annaly’s principal business objective is to generate net income for distribution to investors from its Investment Securities and from dividends Annaly receives from its subsidiaries. Annaly is a Maryland corporation that has elected to be taxed as a real estate investment trust (“REIT”).
As director of research at Portfolio123, I have long specialized in rules/factor-based equity investing strategies of the sort characterized as “Smart Alpha” in the July 2014 Journal of Portfolio Management. In addition, I formerly managed a high-yield fixed-income fund and conducted research involving quantitative asset allocation strategies such as are at the foundation of what today has come to be known as Robo Advising. I formerly edited the the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line. I have long had a passion for investor education, which has resulted in my having conducted numerous seminars on stock selection and analysis, and the authoring of two books: Screening The Market and The Value Connection.
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.
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.
Brad McFadden manages a proprietary global macro fund.
He invests by trading the primary direction of asset classes and also looks for extreme deep value situations, providing "liquidity" to panic buyers and sellers.
He publishes his investing approach through DailyTradingReport.com, along with actionable advice expressed through various portfolios. Each portfolio has its own risk profile and trading theme. Brad publishes his investing results, updated daily, with a complete performance history.
It is this accountability that he credits as being able to attract a loyal following of many thousands of people.
Through DailyTradingReport.com Brad also runs an Investor Mentor program. This provides a mentoring service for those looking to "take the next step" in their investment education.
The Private Sector Development Blog (PSD Blog) gathers together news, resources and ideas about the role of private enterprise in fighting poverty. The blog is informal and represents the quirks and opinions of the bloggers, not the World Bank Group.
To provide intelligent comment on private sector development issues in the news.
To highlight new Web sites, articles and books that development practitioners might find useful.
To provide a link between the detailed resources on the World Bank Group’s Rapid Response Web site, and the ever changing world of the blogosphere.
The PSD Blog is maintained by the World Bank Group’s Rapid Response knowledge service, which specializes in policy advice on business environment reform and privatization policy in developing countries. Rapid Response is a joint knowledge initiative of the World Bank and International Finance Corporation (IFC).
John Browne is Senior Economic Consultant for Euro Pacific Capital, Inc. Mr. Browne is a distinguished former member of Britain's Parliament who served on the Treasury Select Committee, as Chairman of the Conservative Small Business Committee, and as a close associate of then-Prime Minister Margaret Thatcher. Among his many notable assignments, John served as a principal advisor to Mrs. Thatcher's government on issues related to the Soviet Union, and was the first to convince Thatcher of the growing stature of then Agriculture Minister Mikhail Gorbachev. As a partial result of Browne's advocacy, Thatcher famously pronounced that Gorbachev was a man the West "could do business with." A graduate of the Royal Military Academy Sandhurst, Britain's version of West Point and retired British army major, John served as a pilot, parachutist, and communications specialist in the elite Grenadiers of the Royal Guard.
In addition to careers in British politics and the military, John has a significant background, spanning some 37 years, in finance and business. After graduating from the Harvard Business School, John joined the New York firm of Morgan Stanley & Co as an investment banker. He has also worked with such firms as Barclays Bank and Citigroup. During his career he has served on the boards of numerous banks and international corporations, with a special interest in venture capital. He is a frequent guest on CNBC's Kudlow & Co. and a former contributing editor and columnist of NewsMax Media's Financial Intelligence Report and Moneynews.com.
John Browne is the Senior Market Strategist for Euro Pacific Capital, Inc. (http://www.europac.net/) Mr. Browne is a distinguished former member of Britain's Parliament who served on the Treasury Select Committee, as Chairman of the Conservative Small Business Committee, and as a close associate of then-Prime Minister Margaret Thatcher. Among his many notable assignments, John served as a principal advisor to Mrs. Thatcher's government on issues related to the Soviet Union, and was the first to convince Thatcher of the growing stature of then Agriculture Minister Mikhail Gorbachev. As a partial result of Browne's advocacy, Thatcher famously pronounced that Gorbachev was a man the West "could do business with." A graduate of the Royal Military Academy Sandhurst, Britain's version of West Point and retired British army major, John served as a pilot, parachutist, and communications specialist in the elite Grenadiers of the Royal Guard.
In addition to careers in British politics and the military, John has a significant background, spanning some 37 years, in finance and business. After graduating from the Harvard Business School, John joined the New York firm of Morgan Stanley & Co as an investment banker. He has also worked with such firms as Barclays Bank and Citigroup. During his career he has served on the boards of numerous banks and international corporations, with a special interest in venture capital. He is a frequent guest on CNBC's Kudlow & Co. and a former contributing editor and columnist of NewsMax Media's Financial Intelligence Report and Moneynews.com. He holds FINRA series 7 license.
Founded in 1980 and headquartered in Darien, Connecticut, Euro Pacific (http://www.europac.net) is a full service, NASD-registered broker/dealer that has historically been recognized for its expertise in foreign markets and securities. Through its direct relationships with countless foreign trading desks, the firm's clients are able to avoid the large spreads often imposed by domestic market makers of foreign securities, thereby substantially reducing overall transaction costs.
Subscribe to: “The Global Investor (http://www.europac.net/newsletter/newsletter.asp)”
Mark's mutual fund is launching December 15, 2011.
He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund.
His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639).
With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
Michael J. Panzner is a 25-year veteran of the global stock, bond, and currency markets who has worked in New York and London for HSBC, Soros Funds, ABN Amro, Dresdner Bank, and J.P. Morgan Chase. He is also a New York Institute of Finance faculty member and a graduate of Columbia University.
He is the author of When Giants Fall: An Economic Roadmap for the End of the American Era (http://www.economicroadmap.com/), Financial Armageddon: Protecting Your Future from Four Impending Catastrophes (http://www.financialarmageddon.com/) and The New Laws of the Stock Market Jungle: An Insider's Guide to Successful Investing in a Changing World (http://tinyurl.com/l3zyp8). Panzner has appeared on or been quoted by CNBC, Bloomberg, The Wall Street Journal, USA Today, Barron's and other print, radio, and television outlets.
Visit his sites: Financial Armageddon (http://www.financialarmageddon.com/) and When Giants Fall (http://www.economicroadmap.com/)
Michael Johnston is the co-founder and senior analyst at ETF Database, an online investment resource for ETF investors. ETF Database offers a proprietary ETF Screener that allows investors to filter the universe of 900+ ETFs to find the right fund. ETF Database also provides news, analysis, commentary, and actionable investment ideas on a daily basis.
With the tag line "Seeking Prosperity One Tiny Stock At A Time", the Microcap Speculator writes some of the sharpest insight we've seen on small and microcap stocks. The Microcap Speculator writes across a range of industries, and covers macro trends among micro stocks as well. Visit his site: The Microcap Speculator (http://microcapspeculator.net/)
David Hunkar (pseudonym) holds a Masters Degree in Finance and Economics. He is a part-time consultant for a financial consulting firm where he manages portfolios for manages portfolios for self and family. He has been an investor for the past ten years. David focuses on foreign stocks trading in the US markets including the OTC market. He concentrates on high dividend yield and dividend growth stocks. ETFs are his another favorite investment vehicle. In addition to his contributions here at Seeking Alpha, you can also visit him at his blog www.topforeignstocks.com
Suna Reyent started her career in derivatives trading at Susquehanna Investment Group. At New York Futures Exchange she developed derivatives pricing models and later moved to Worldco, LLC where she worked on building trading algorithms in equity trading. At Bear Stearns & Co. Suna served as a quantitative analyst in the Global Emerging Markets Strategy Group, where she was instrumental in developing a comprehensive global database of companies from 23 countries to assist in asset allocation, equity valuation modeling and foreign exchange forecasting. She currently develops company valuation and screening tools, derivatives models and asset allocation and optimization applications for a financial data provider. Suna is a CFA Charterholder.
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members.
We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow.
Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks).
Visit: Phil's Stock World (www.philstockworld.com)
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.
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).