I am a Private Investor. Have been at it for quite a while. I have a bit of an activist streak. Look for undervalued situations based on absolute value or relative value. I read my SEC or Sedar reports. Specialty is small thrifts in the U.S. trading as discounts to tangible book with earnings and lots of tangible equity to assets...........ie.............mutual to stock conversions. I like hard asset plays right here for 25-30% of the portfolio. Oil and Gas. Uranium, Potash, Gold, Silver.
I am a former sell-side analyst -- UBS 1996-2002, Needham 2002-2006 and ThinkEquity 2006-2008. These days I review automobiles and other technology products, as well as analyze the automotive and technology industries, and coming up with long/short ideas. I also continue to write (less frequently) on macroeconomics and politics.
An engineer and scientist by trade, I have managed my own investments since not long after college through the bubbles and troughs of the 90s to today. My goals are financial independence and protection from a random and sometimes irrational world.
I am projecting that the US govt is near insolvent and that we will be facing a new Bretton Woods currency agreement bringing gold back into the monetary system in combination with a sudden fiat currency devaluation (across the board-most currencies) against gold over a long weekend or an outright sovereign debt panic by 2020-2025. The least expected outcome double digit inflation is very likely sometime in the future. The Fed PRO-POVERTY policies are going to crush the poor, fixed pensioners and lower middle class since disposable income growth is limited. Beware middle class and retirees your purchasing power will drop dramatically when everyday necessities absorb a larger % of your income. To spread the word to the brainwashed American drones that this economy is one big illusion ponzi scheme and you are infact broke. Issuing more debt to solve a debt problem is crazy. I am accepting nominations for those that played a major positive and major negative impact on our economy. Inductees: The Hammer Hall of Fame Bill Black Brooksley Born David Walker Ron Paul Robert Rodriguez Peter Schiff David Stockman Janet Tavakoli John Bogle Elizabeth Warren Steve Wynn ============================== The Hammer Hall of Shame Ben MadMan Bernanke Lloyd Blankfein Bush II Jamie Diamond Shaun Donovan Barney Fwank Dick Fuld Alan "The Maestro" Greenspan Tim Geithner Paul king Krugman David Lereah Angelo Mozillo Obama The NAHB The NAR Henry Paulsen Nancy Pelosi Charles Prince Franklin Raines Robert Rubin David Stephens Larry Summers Bob Toll Maxine Waters Lawrence Yun
Value investor at heart, but really enjoy "special situations".
I Live in a Chicago suburb, and enjoy competitive sailing.
I have a day job as a Program Manager (Engineer) for a privately held manufacturing company.