Lead Wealth Advisor, Chief Investment Strategist, and individual investor with two masters degrees and a CFA designation who has been in the business for over 20 years. Along with our team we author the Seeking Alpha premium subscription service "YIELD HUNTING: Alternative Income Investing" dedicated to income investors who are searching for yield without the high risk of the equity market.
We feature a core-satellite model that allows investors to adjust for their own particular risk tolerance. We specialize in fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
Graycell Advisors publishes stock portfolios using quantitative-driven models and systematic investing. For 2016, Graycell Smallcap Portfolio was up +71% compared to benchmark Russell 2000 Index gain of +9%.
All Seeking Alpha articles under Graycell Advisors are written by Tarun Chandra, who has prior experience as an Equity Analyst on the Sellside and Buyside, as well as experience in Corporate Strategy and Finance. More Seeking Alpha articles can be viewed under the 2nd ID, Tarun Chandra, CFA, where we publish mostly on Biotech. In addition, we have a Graycell Blog and a Prudent Biotech Blog for more updated coverage.
We invite you to take a look at the Performance, Samples, and Philosophy, and decide for yourself if the Small Cap and Biotech products can contribute to your investment objectives. You can even view Samples, Register for a Free Pick from the Portfolio, and check the risk-free subscription with a 2-month money back guarantee.
Nothing here or on the site constitutes a personalized investment recommendation, and stocks mentioned in the reports/articles/comments may be now or in the past, part of the portfolios recommended by Graycell Advisors and related entities. Graycell Advisors and related entities are not a Registered Investment Advisor (RIA).
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I am a fixed income a.k.a. bond analyst residing in the bayous of Louisiana. At my day job I am focused on the corporate, municipal, mortgage, and treasury markets.
As for stocks, I particularly like dividend growth companies and small cap growth companies that are trading at a reasonable price.
I want to share my passion for finance, investments, and the markets with anyone who cares to read! Join me on the hunt for alpha by clicking that follow button. I would be grateful to have you as a reader!
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.
Roger Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth.
Roger Conrad founded and ran the Utility Forecaster and Canadian Edge newsletters before leaving to form his own publishing company, Capitalist Times (www.CapitalistTimes.com). During his almost 30-year tenure at Utility Forecaster, Hulbert Financial Digest routinely ranked the publication as one of the best investment newsletters.
His new publication, Conrad’s Utility Investor (www.ConradsUtilityInvestor.com), continues his in-depth coverage and analysis of more than 200 essential-services stocks, primarily utilities and telecoms. Roger Conrad is also an expert on master limited partnerships (MLP) and the Canadian energy sector, which he covers for Energy & Income Advisor (www.EnergyAndIncomeAdvisor.com).
He’s also an independent trustee of Miller/Howard High Income Equity Fund and the author of Power Hungry: Strategic Investing in Telecommunications, Utilities and Other Essential Services. Although he spends a good deal of time in front of a Bloomberg terminal or reading 10-K and 10-Q reports, he’s also an avid outdoorsman and baseball fan.
The masthead may have changed, but readers can count on Roger to deliver the same high-quality analysis and rational assessment of the best dividend-paying utilities, MLPs and dividend-paying Canadian energy names.
Have been investing for myself and my family for over 50 years. Retired sociology professor who also started and sold 3 retail stores over my career in teaching. Since I am retired, i am looking for stocks that pay dividends and offer some growth to keep up with inflation.
I joined Seeking Alpha as a Senior Editor in June 2012, and left to pursue other opportunities in late 2016. I managed the Dividends, Income & Retirement and Expert Insight platforms. D&I focuses on income investment strategies and dividend investment-focused content for investors from the accumulation stage to retirement. The purpose of Expert Insight is to expand and elevate the quality of Seeking Alpha's content by including articles from an industry insider's point of view, designed to help investors make more informed decisions as they consider specific sectors and trends within those sectors for their investing strategies, e.g., utilities or technology. Expert Insight articles offer more of a macro, 30,000-foot-view that goes beyond investment analysis or stock recommendations. I also curated the Dividends & Income Digest, a bi-weekly publication that takes a look at a question that is compelling and relevant to the community, showcases the responses of DI thought leaders, and serves as a round-up of top DI articles. I have a particular interest in retirement-related content, particularly with regard to using a dividend strategy to create a steady income stream for those golden years.
Kevin is the CEO and founder of Blue Water Capital Advisors. He is involved in all aspects of the business, including portfolio management, financial advisory services, team management and business development, and he is Chairman of the Investment Committee. Kevin is an experienced speaker and is available (under certain conditions) by request.
Kevin brings a unique perspective to wealth and risk management that is very intuitive and measured. Clients are confident in his abilities and trust that their assets are managed by the best in the business. Although he has been a leader within the regional wealth management industry for the majority of the last two decades, it is not his first career. He was a petroleum geologist and academic research scientist for 17 years in his first career. Kevin’s keen sense of risk-reward dynamics was developed during his geological career when he served as an exploration team leader and senior manager in the oil and gas exploration business. He drilled over 100 wells on his own geological interpretations and found millions of barrels of oil. This was a very high risk kind of business, and Kevin learned a great deal about how risk really works from his experiences in exploration geology.
He was also a professor at The University of New Hampshire and Bryn Mawr College for several years and has published 11 papers in international scientific journals and books. Highlights of Kevin’s geological career include surviving a violent well blowout, working as a consultant to Phillips Petroleum, Texaco, Exxon, and numerous independent firms, acting as a Principal Investigator on a dinosaur dig in Montana, diving Australia’s Great Barrier Reef, teaching and advising students, receiving numerous research awards and grants, and conducting funded scientific research on sedimentology, paleoceanography, paleoclimatology, geochemistry, and global plate tectonics.
Kevin left his geology career when the global oil price collapse finally caught up to him in 1992. He went into the financial advising industry because his father had been a nationally-ranked leader in that field with a major national firm, so he felt comfortable with making the transition. Over the years he was awarded the Chartered Financial Consultant (ChFC) designation and has completed about half of the coursework for a Master’s degree in Financial Services. Kevin served as a Trust Officer and Vice President for a major Midwestern regional bank for seven years, and served as a Senior Vice President at National Bank of Commerce in Duluth for four years. He was a member and board member of the Arrowhead Estate Planning Council for a number of years. He has a refined sense of the big economic picture that is grounded in his ability to differentiate meaningful information from “noise,” as he once did while working in science and petroleum geology. Kevin is the principal shareholder of Blue Water Capital Advisors, LLC.
I have been helping startups and investors understand the value of emergent business models in the technology, media, and telecommunications industries. In my own personal portfolio, I have been looking for income opportunities and companies with deep value and strong growth potential whose value propositions are misunderstood by the broader market. I do this by an in-depth study of the markets where these companies operate, marrying that to traditional securities analysis to uncover hidden value and under-appreciated growth.
Peter Hayes is a member of Americas Fixed Income within Alpha Strategies. He is head of the Municipal Group and a member of the Americas Fixed Income Executive Team. He leads the Municipal Bond Operating Committee which oversees municipal bond portfolio management, research and trading activities, and is a member of the firm's Global Operating Committee.
Mr. Hayes' service with the firm dates back to 1987, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was head of the short term tax-exempt trading desk, and managed the CMA Tax-Exempt Fund and other short term municipal bond portfolios. Prior to joining MLIM, Mr. Hayes was a trader for Shawmut Bank.
Mr. Hayes earned a BA degree in economics from the College of the Holy Cross in 1981.
Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through a broad range of actively managed investment solutions, including fixed income, equity, alternative and multi-asset class strategies. It does so through a number of distinct investment platforms, including investment teams within Janus Capital Management LLC (Janus), as well as INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins), in addition to a suite of exchange-traded products under the VelocityShares brand as well as global macro fixed income products under the Kapstream brand. Each team brings distinct asset class expertise, perspective, style-specific experience and a disciplined approach to risk. Investment strategies are offered through open-end funds domiciled in both the U.S. and offshore, as well as through separately managed accounts, collective investment trusts and exchange-traded products.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi voluntarily serves as VP of his local school board.
Bill Gross is a Portfolio Manager responsible for managing the Janus Global Unconstrained Bond Fund, and all related portfolios, and leading efforts to build out Janus' global macro fixed income capabilities. He also serves as an integral member of the Janus Capital Group Global Allocation Committee focused on the expansion of Janus' global asset allocation business. He is based in Newport Beach, California. Mr. Gross co-founded PIMCO in 1971 and served as managing director and Chief Investment Officer until joining Janus in 2014. Throughout his career, Mr. Gross has received numerous awards including Morningstar Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000 and 2007. He became the first portfolio manager inducted into the Fixed Income Analysts Society’s Hall of Fame in 1996 and received the Bond Market Association’s Distinguished Service Award in 2000. In 2011, Institutional Investor magazine awarded him the Money Management Lifetime Achievement Award. He is a renowned expert within the bond market and is at the forefront of thought leadership on the subject of fixed income investing. He is also author of the books, Everything You’ve Heard About Investing is Wrong and Bill Gross on Investing.
Mr. Gross holds an undergraduate degree from Duke University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He has 44 years of financial industry experience.
I'm an individual investor who has been investing for over 20 years. I am semi-retired and focused on creating a portfolio that will return enough to meet my needs with as little risk as possible.
Larry Swedroe is director of research for Buckingham Asset Management (www.investmentadvisornow.com), a Registered Investment Advisor firm in St. Louis, Mo and an independent member of the BAM ALLIANCE (www.thebamalliance.com). He is also director of research for BAM Advisor Services, LLC (www.bamservices.com), a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.
To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need. He has authored seven more books: What Wall Street Doesn't Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), Wise Investing Made Simple (2007), Wise Investing Made Simpler (2010) and The Quest for Alpha (2011), and Think, Act, and Invest Like Warren Buffett (2012).
He also co-authored five books: The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006, with Joe Hempen), The Only Guide to Alternative Investments You’ll Ever Need (2008, with Jared Kizer) and The Only Guide You’ll Ever Need for the Right Financial Plan (2010, with Tiya Lim and Kevin Grogan), Ivestment Mistakes Even Smart Investors Make (2011, with RC Balaban) and Reducing the Risk of Black Swans (2013 with Kevin Grogan). He writes the blog Wise Investing for CBS’s personal finance Web site http://www.cbsnews.com/search/author/larry-swedroe, He also writes for IndexUniverse.com http://www.indexuniverse.com/sections/index-investor-corner.html and you can follow him on Twitter (http://twitter.com/larryswedroe).
Daniel Moore is the creator of FinancialRelativity.com, a web portal created for the purpose of tracking the status of financial markets and providing investment analysis and portfolio management insights to investors. Based on the systematic investment research, he writes about the market and publishes his views through internet market publications. He has over 25 years of management experience in corporate finance in a variety of high technology start-ups and public companies. A graduate of Duke University’s Fuqua School of Business in 1988, he has spent the last 10 years managing investment portfolios seeking high risk reward returns for fixed income investors.
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.
I provide economic analysis, market commentary and company-specific research. My general view is to operate a diversified basket of long-term investments in both equities and fixed income. I have a bachelor's degree in economics from San Diego State University (2007), eight years of publishing experience and over a decade of cumulative investment experience. I have been published in several newspapers and magazines, including The Wall Street Journal and Barron's.
Jeffrey Rosenberg, is BlackRock's Chief Investment Strategist for Fixed Income. His responsibilities include working closely with the Chief Investment Officer of Fundamental Fixed Income, fundamental portfolios and team to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodities.
Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist. His most recent role included coordination of strategy across all Fixed Income, Securitized Assets, Credit, FX and Commodities and formulating tactical and strategic risk-taking recommendations for external clients and internal trading desks. Jeff brought innovation to his credit strategy work producing the first commercialized quantitative corporate credit analytics system from a dealer firm. At BAML, Mr. Rosenberg and his team were consistently ranked in the top Institutional Investor High Grade Strategy teams and General and High Yield Strategy teams. The highly regarded Situation Room report, for which Mr. Rosenberg was editor and contributor, continues to be ranked among the top research reports in our industry.
Mr. Rosenberg earned an MS degree in Computational Finance from Carnegie Mellon, a BA degree in mathematics from the University of Minnesota, and a BA degree in finance from the University of Wisconsin. He has been a Chartered Financial Analyst since 1997.
Sy Harding founded Asset Management Research Corporation in 1988 for the purpose of providing stock market and economic research to institutions and serious investors. Harding’s engineering background, coupled with his experience in operating high-tech businesses through numerous economic cycles, made it natural that the research involves technical analysis and charting, as well as analysis of the economic fundamentals that affect markets and individual stocks.
The firm publishes its research on its website at www.StreetSmartReport.com.
Harding is frequently ranked highly in the ‘Top Ten Market Timers in the U.S.’, and is quoted frequently in the financial media.
He wrote the timely 1999 book Riding the Bear – How to Prosper in the Coming Bear Market, which accurately predicted the 2000-2002 bear market. It also introduced Sy’s remarkable Seasonal Timing Strategy, which more than doubled the performance of the S&P 500 and Nasdaq in the nine years since, without a single down year even in the serious 2000-2002 bear market.
He has a new book out ‘How to Beat the Market the Easy Way’, which reveals several new seasonal timing strategies, from short-term to long-term, which have a history of out-performing the market, while exposing investors to less than 50% of market risk.
With more than $3 trillion in assets under management and offices around the globe, Vanguard is among the world’s largest investment management firms. In serving the needs of financial advisors, individual investors, and institutions, we are guided by one constant: to put clients first.
Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 investment teams. The San Mateo, CA-based company has more than 65 years of investment experience and over $908 billion in assets under management as of May 31, 2014. For more information, please call 1-800/DIAL BEN® or visit franklinresources.com.
The Atlanta Fed's macroblog provides commentary on economic topics including monetary policy, macroeconomic developments, financial issues and Southeast regional trends. Authors for macroblog are Dave Altig and other Atlanta Fed economists.
I am a retired engineer with a PhD in Engineering Science (mostly exotic math) together with a Masters in Statistics. I currently manage my website www.superchargeretirementincome.com, where I use my math background to select high-return, low-volatility investments. I also love teaching so I also provide a number of tutorials about all aspects of investing. I am an avid reader and have read just about every book I could find on the stock market. I am still learning so I welcome comments and suggestions. Over the years I have learned that there is no “holy grail”; you cannot receive a good return without taking risks. However, you can choose your investments to reduce risks and those are the kind of investments I like to make. Although financial markets are my passion, engineering is my profession. I have spent the last 30+ years as a program manager at a large aerospace company, working on improving defenses for our U.S. Army customers.
Steven Hansen is an international business and industrial consultant specializing in turning around troubled business units; consults to governments to optimize process flows; and provides economic indicator analysis based on unadjusted data and process limitations.
AB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.
I am an associate at a Fortune 500 investment bank. My expertise is in high yield debt instruments. We focus on issuing bonds and various other types of securities to raise capital. I also specialize in leverage finance and restructurings for large corporations. My team works with management to develop debt strategies that would help maximize the revenue potential of the company. My job primarily revolves around maximizing value for shareholders. I believe the market often gives investors great opportunities. With proper-in depth analysis you can find these opportunities and realize fantastic returns.
I have a PhD in Finance (ABD), a Masters in Economics, and a B.S. in Industrial Engineering. All three of my degrees have largely been focused on data analysis, and that’s what most of my work experience has dealt with. I’m a professor at a major US university now where I teach classes on data analysis and do research on the financial markets, but before that I worked for a major Wall Street bank as a bond trader, and before that I worked for a hedge fund as a quant developing investment strategies.
Managing Partner and Chief Investment Officer of FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds.
At FMD Capital Management we excel at developing and managing growth or income strategies for our clients in every market environment.
A fundamental tenet of our firm is that risk within any investment should be identified and planned for well in advance of any purchases. It’s this type of strategic planning that will segue into successful changes to our client's portfolio as part of our active management philosophy.
Investors in today’s turbulent times have to face real threats to their retirement nest egg that include: stock volatility, inflationary fears, currency manipulation, and commodity price swings. The combination of these factors and more, have provided us with an unprecedented level of opportunity and risk in today’s markets.
The global landscape has never been more accessible to capital than it is today. Our technical expertise in research and trading allows us access to virtually any market in the world. This opens the door to select the investments that we feel are the strongest opportunities for your assets.