Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
Dr. Chris Martenson is an independent economist and author of a popular website, ChrisMartenson.com. His Crash Course video series explores the intertwining significance of the “three E’s”—the economy, energy, and environment and offers articulate, dynamic insight into the workings of our monetary system.
Chris earned a PhD in neurotoxicology from Duke University, and an MBA from Cornell University. His background as an educator helps him animate complex material with wisdom and humor. A fellow of the Post Carbon Institute, Chris’s work has appeared on PBS and been cited by the Washington Post. He is a contributor to the Huffington Post and FinancialSense.com.
Chris is an accomplished presenter who has offered the Crash Course seminar all over the United States. The online course has been translated into several languages, and been viewed nearly a million times. His website offers ongoing commentary and rigorously factual analysis into financial and energy-related issues and events as they unfold.
Mercenary Trader (www.mercenarytrader.com) was created by traders, for traders. We are aggressive swing traders who routinely combine fundamentals, technicals and sentiment with deep awareness of global macro and rigorous analysis of individual equities.
See all of our content, including free educational materials on the theory and practice of trading, at www.mercenarytrader.com
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
You may connect with Mr. Kostohryz via the following social networks:
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Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).
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
Ironman is the alias of the blogger at Political Calculations, a site that develops, applies and presents both established and cutting edge theory to the topics of investing, business and economics. We should acknowledge that Ironman is either formerly or currently, and quite possibly, simultaneously employed as some kind of engineer, researcher, analyst, rocket scientist, editor and perhaps as a teacher of some kind or another. The scary thing is that's not even close to being a full list of Ironman's professions and we should potentially acknowledge that Ironman may or may not be one person. We'll leave it to our readers to sort out which Ironman might behind any of the posts that do appear here or comments that appear elsewhere on the web!
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.
I'm a computer programmer and teacher of computer programming. I am self-employed, and manage my own SEP/IRA and investments for retirement.
My personal investing goal is to own a portfolio of dividend growth companies such that:
1) The overall portfolio dividend income is sufficient to pay for all of my routine retirement expenses. I do not ever want to be forced to sell something to produce cash, especially when my asset prices are down. [I have no objection to occasionally choosing to sell something to pay for a one-time expense such as a vacation or a gift.]
2) The overall portfolio dividend income rises each year by more than the rate of inflation, so that my purchasing power does not erode over time.
I invest primarily in David Fish's lists of Dividend Champions, Dividend Contenders, and Dividend Challengers. See http://www.dripinvesting.org/tools for those lists.
I do not invest in MLP's or BDC's or CEF's or preferreds.
I maintain a free web site that contains dividend histories for all of David Fish's Dividend Champions, Contenders and Challengers: http://www.tessellation.com/dividends
Acting Man has been named after the title of the first chapter of Ludwig von Mises' book "Human Action" - the best treatise on economics ever written. The blog's main author is Pater Tenebrarum, an independent analyst who has been involved with financial markets for 34 years and is writing economic and market analyses for independent research organizations and a European hedge fund consultancy. Acting Man presents articles on the markets and the economy, a mixture of commentary on current events as well as economic theory and history, mainly from an Austrian School of Economics viewpoint. As more authors have joined the site, we have begun to broaden our palette a bit, but our orientation remains the same: pro-free market, anti-state, pro peace.
ZVI BAR LLC is a legal and financial trust consultancy based on Wall Street, and a leading authority on trust administration and estate planning. ZVI BAR LLC was founded by Zvi Bar-Kochba, an attorney and consultant on trust administration that provides advisory services for trusts and beneficiaries. ZVI BAR LLC provides consulting expert services regarding prudent investing, securities regulations and evaluations of potential fiduciary liability.
Publications here are written by agents, representatives and individuals associated with or contracted by ZVI BAR LLC. No articles or discussions here shall constitute a legal, fiduciary or advisory role, but solely act as informative press and/or a starting point from which further discussion may follow. Comments are welcome, as are questions.
Michael James McDonald is now a stock market forecaster, real estate consultant and author. For twenty years he was a Senior Vice President of Investments at a major international investment firm where he managed over 500 million dollars in client assets. During his career he gave over 700 investment presentations throughout the country. He retired in 2002.
His first book, " A Strategic Guide to the Coming Roller Coaster Market", published in June 2000, was essentially a 200 page market forecast. Some say it was one of the best, long term forecasts ever made in stock market history. On the book's cover was written, "How a new model of the stock market predicts the end of the 18-year bull market (1982-2000) and the beginning of a new era." The new era was to be a long term trading range market like 1970. History shows the book was published three months before the trading range market began. Only now, more than ten years later, is the accuracy of that forecast readilly apparent.
On August 30th, 2010 he annnounced at SeekingAlpha that his long term trading range market ended in March of 2009. He says this date also marked the beginning of what he called in his book, the "Final Stampede" - a sharp, five year bull market that would follow the trading range market.
In 2003 he began an in-depth study of globalization, the trade deficit and what it all means to America. In 2006, in a series of talks to groups throughout California, he detailed this and that America was living about 10% beyond its means and would soon have to suffer a major adjustment. The 2008 financial crisis was the first step in that adjustment.
His studies indicate that the American economy is now affected more by global forces than any fiscal or monetary stimulation done by Washington or the FED. Globalization is known to be very hard on workers in developed countries like England and America. On this he says, "I believe 9% unemployment is now "full employment" in America; the jobs are no longer here. For ten years - from 1998 to 2008 - excess consumer spending created millions of temporary, non essential jobs. This artifical job production masked the damage being done to America from globalization and the loss of twenty million jobs to overseas labor. There are only so many products and services people really need and too many of them are now made overseas. Now that consumer spending and savings are back to normal, this damage is readily apparent." He thinks the correctness of this view, and its forecasting consequences, will slowly be seen and accepted over the next two years.
He also says, "You can't fix a problem until you isolate the true source of that problem. I say the problem comes from outside - from the way America entered into globalization. Washington and FED aren't thinking about these things, they're just reacting. They're using old, consensus solutions that no longer apply to our global economy. We need leaders with the courage to do all the unpopular and difficult things that need to be done; not to do things in the best interest of their party or themselves, but the nation. That's a rare person. But at this critical time its necessary. Only then, with forceful, intended leadership, can we, as a nation, address and possibly correct the real issues taking us down."
He is currently working with Market Watch LLC., a real estate consulting firm in Orange County, CA and Cromford Associates LLC, in Phoenix, AZ, researching the outlook for Real Esate in both Phoenix and the Coachella Valley. His personal email address is firstname.lastname@example.org.
Clive Corcoran has been an independent trader, on both sides of the Atlantic, for more than 20 years. In recent years he has been engaged as a course developer and tutor, providing international executive education workshops and individual mentoring. He is also an FSA registered adviser and provides wealth management services and investment advice to private clients.
As an author he has written Long/Short Market Dynamics: Trading Strategies for Today’s Markets (Wiley, 2007) and several titles for the Chartered Institute for Securities and Investment (CISI). A new book entitled Systemic Liquidity Risk and Bipolar Markets is scheduled for publication by Wiley Finance in December 2012
He has been a regular analyst/contributor to CNBC Europe and other broadcast outlets, runs executive education workshops in conjunction with Euromoney, ICMA and Thomson Reuters, and has been a featured speaker at international trading and investment expos.
Brenda Jubin is an independent trader and investor with an academic and business background. She taught philosophy at Yale and was dean of Morse College, one of Yale's twelve undergraduate residential colleges. She then founded Brevis Press, a company specializing in academic press book production. Throughout she invested in stocks and mutual funds.
She has now settled into the life of a full-time trader and investor. She also writes the blog Reading the Markets (http://www.readingthemarkets.blogspot.com).
Charles Hugh Smith writes the Of Two Minds blog (www.oftwominds.com/blog.html) which covers an eclectic range of timely topics: finance, housing, Asia, energy, longterm trends, social issues, health/diet/fitness and sustainability. From its humble beginnings in May 2005, Of Two Minds now attracts some 200,000 visits a month.
Charles also contributes to AOL's Daily Finance site (www.dailyfinance.com) and has written eight books, most recently "Survival+: Structuring Prosperity for Yourself and the Nation" (2009) which is available in a free version on his blog.
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 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.