Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
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Bill is Chief Investment Officer of Luby Asset Management LLC, an investment management company in Tiburon, California. He also publishes the VIX and More (http://vixandmore.blogspot.com/) blog and an investment newsletter. His research and trading interests focus on volatility, market sentiment, technical analysis, ETPs and options. Bill was previously a business strategy consultant. When not trading or blogging, he can often be found running, hiking, and kayaking in Northern California. Bill has a BA from Stanford University and an MBA from Carnegie-Mellon University. Visit Bill's blog, VIX and More (http://vixandmore.blogspot.com/)
Bert Dohmen is a professional trader, investor, and analyst. As founder of Dohmen Capital Research group and newly established Dohmen Strategies, LLC, he has been giving his analysis and forecasts to traders and investors for over 38 years. He has been a special guest on CNBC, Fox Business News, and CNN among others, in addition to having his analysis featured in some of the best known and reputable investment publications including the Wall Street Journal, Money Magazine, Barron’s, Future’s Magazine, and Forbes.
Dohmen’s firms currently offer 4 highly valuable services for serious investors and traders, including the award-winning Wellington Letter, offering fundamental and technical analysis of the economies and investment markets. In addition, The Smarte Trader and Fearless ETF Trader is ideal for astute short-term traders, and the exciting new HedgeFolios program for active investors looking to protect their portfolios and profit from market downturns.
Investment professional with experience in equity, credit, and global-macro strategies. Previous roles include working for a mutual fund, hedge fund, and investment advisor.
Larry Doyle embarked on his Wall Street career in 1983 as a mortgage-backed securities trader for The First Boston Corporation. Larry was involved in the growth and development of the secondary mortgage market from its near infancy. After close to 7 years at First Boston, Larry joined Bear Stearns in early 1990 as a mortgage trader. In 1993, Larry was named a Senior Managing Director at the firm. He left Bear to join Union Bank of Switzerland in late 1996 as Head of Mortgage Trading. In 1998, after 15 years of trading and precipitated by Swiss Bank’s takeover of UBS, Larry moved from trading to sales as a senior salesperson at Bank of America. His move into sales led him to the role as National Sales Manager for Securitized Products at JP Morgan Chase in 2000. He was integrally involved in developing the department, hiring 40 salespeople, and generating $300 million in sales revenue. He left JP Morgan in 2006.
Throughout his career, Larry eagerly engaged clients and colleagues. He has mentored dozens of junior colleagues, recruited at a number of colleges and universities, and interviewed hundreds. He has also had extensive public speaking experience. Additionally, Larry served as Chair of the Mortgage Trading Committee for the Public Securities Association (PSA) in the mid-90s.
While engaged in private enterprise, and in light of the turmoil in the economy, markets, and world of global finance, Larry was invited by the folks at NoQuarterUSA to write on these topics. As a contributing writer at NoQuarter, Larry realized the scale provided by the internet allowed him to leverage his experience and insights from Wall Street to a much broader audience. In so doing, Larry was able to meld his professional experience with his personal interests to provide a service and product which he believes is in short supply and great demand. To that end, welcome to Sense on Cents.
Sense on Cents looks to deliver an understanding of the economy, markets, and global finance to a wide audience. From people who have little to no understanding of these topics to Wall Street veterans and graduate level professors, Larry looks to deliver insights and perspectives from an individual who has honed market based instincts for the last 25 years. Additionally, Sense on Cents looks to scale Larry’s mentoring, interviewing, and recruiting experiences during his career.
Larry is a contributing author at the widely read Seeking Alpha and also a contributing author at Wall Street Pit, a financial website with authors from leading global universities, central banks and private enterprise. He has appeared on Fox Business News and Al Jazeera English. Larry has been quoted by Bloomberg. His work has been featured in the New York Post, Chicago Sun-Times, and the financial magazine Waters.
Larry graduated Cum Laude Phi Beta Kappa from the College of the Holy Cross in 1983. While at Holy Cross, Larry spent a semester in Freiburg, West Germany studying the European Economic Community.
Away from Wall Street, Larry has given freely of his time to help students from middle school to graduate school. He has been heavily involved in church and town activities dedicated to youth. He chaired the Holy Cross Leadership Council of New York which raises funds for Holy Cross student internships and financial aid. He founded and now chairs the Holy Cross Gridiron Leadership Council to support the Crusader football program. Additionally, he has regularly taught a class on the capital markets in a summer business program.
Larry has been happily married for 22 years. He and his wife have 4 children.
Maz Jadallah is the founder of AlphaClone, a technology-driven investment management firm where he serves as CEO and Portfolio Manager. Prior to founding AlphaClone, Maz spent 12 years in senior financial analyst, strategy and technology management roles. Most recently Maz was SVP of Corporate Development at Nasdaq-traded OpenTV. Prior to that, Maz worked at Time Warner Inc where amongst other roles he served as Senior Director reporting directly to Richard Parsons, the then co-COO. Maz is a life long investor, a registered investment advisor representative and has a Series 65 license. He holds an MBA with honors in Finance and Management from Rollins College and a BS in Industrial Engineering from Texas Tech University.
Frank Holmes is CEO and chief investment officer of U.S. Global Investors, Inc., a boutique investment advisory firm based in San Antonio that manages domestic and offshore funds specializing in the natural resources and emerging markets sectors. The company’s no-load mutual funds include the Global Resources Fund (PSPFX), the World Precious Minerals Fund (UNWPX) and the Gold and Precious Metals Fund (USERX). For more insight and perspective from Mr. Holmes, please visit his investment blog, “Frank Talk” (http://www.usfunds.com/investor-resources/frank-talk/).
I write about dividend growth stocks on my website www.dividendgrowthinvestor.com.
I am mostly a buyer of high quality dividend stocks, with solid competitive advantages. My holding period is forever, as long as the dividend is at least maintained. I tend to concentrate my efforts on stocks which grow earnings and dividends, which provides outstanding total returns over time. I only focus my attention to stocks with sustainable dividend payments. I am also a firm believer in diversification accross sectors and geographic locations.
I have been focusing my attention particularly to companies that regularly increase dividends to their shareholders on my website. On my blog I share my thoughts on investing in dividend paying stocks that have consistently increased their payments over time and tips on growing my dividend income. I hope that my blog will serve as an inspiration for my readers and that it would change their financial lives for the better.
Visit my website, Dividend Growth Investor (http://www.dividendgrowthinvestor.com/)
Phil DeMuth (http://www.phildemuth.com/) was the valedictorian of his class at the University of California at Santa Barbara in 1972, then took his master's in communications and Ph.D. in clinical psychology. Both a psychologist and registered investment advisor, Phil has written for The Wall Street Journal, Barron's, the Journal of Financial Planning, the Louis Rukeyser Newsletter, and forbes.com as well as Human Behavior and Psychology Today. His opinions have been quoted in The New York Times, Fortune magazine, Yahoo! Finance, theStreet.com, and On Wall Street. He has been "Profiled for Success" in Research Magazine and seen on TV on CNBC, Forbes on Fox and Wall Street Week with Fortune. He is Managing Director of Conservative Wealth Management LLC (http://www.phildemuth.com/), an SEC-registered investment advisor to high-net-worth individuals, their families, and foundations. Visit Phil DeMuth's website (http://www.phildemuth.com/).
Jeff Howard is a Certified Financial Planner™ professional and has a Masters Degree in Personal Financial Planning from Georgia State University. Jeff owns and operates Black Swan Financial, Inc., a Registered Investment Advisor. He provides investment management and financial planning services to a broad range of clients. Through his blog, Climb Finance (http://www.ClimbFinance.com/), Jeff publishes articles on a variety of topics including the portfolio management process, ETF research and analysis, behavioral finance, market statistics and dynamics, and taxation.
Mr. Tuchman is the founder of MarketRiders (www.marketriders.com), an online service for do-it-yourself investors who want to build and manage a globally diversified, low-cost ETF and index fund portfolio. Custom portfolios are based upon world investment experts. Buy MarketRiders portfolio at any online broker and the service monitors 24/7 and email you alerts when you need to rebalance. Optimized for commission-free trades at Schwab, Vanguard, Fidelity, and TD Ameritrade. Mr. Tuchman was formerly an advisor to Apex Capital LLC, a $1.5 billion hedge fund based in Orinda, CA and earned a MBA from Harvard and BSBA from Boston University.
Geoffrey Lordi manages the Abitus Osprey & Raptor Funds, partnerships in operation since 2007.
His studies include a Master of Finance (Brandeis U), a Master of International Relations & Russian (U of South Carolina), and a BA from the U of Pennsylvania.
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).
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
I hail from the city of Como, northern Italy, well known for its beautiful lake. I began investing in 1999 as a speculator, with modest results. After reading many books on the matter, I now consider myself a value investor with a long term horizon. Besides investing I also enjoy playing chess online, contributing to Wikipedia and surfing the web always looking for something new to learn. My mother language is Italian, but I am fluent in English and improving my Russian and Spanish. If you like my articles please share them on your favorite network and don't forget to follow me !
Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
Zacks.com brings the decades of study and stock picking expertise of Zacks Investment Research to individual investors. Now, you don't to be an investment bank or brokerage firm to get the professional power of Zacks' research. It's all available on Zacks.com. Learn more about Zacks' history and company below.
Richard is the managing principal of QVM Group LLC, a fee-based investment advisor based in Connecticut, with clients across the country. . QVM manages portfolios uniquely designed for each client on a flat fee basis through the client’s own accounts at Schwab; and provides investment coaching to "do-it-yourself" investors on an hourly fee basis. The investment approach is based on value, asset allocation, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and absolute and benchmark performance. Richard's extensive experience includes serving having served as a Board Director of Phoenix Investment Counsel, a U.S. pension and mutual funds manager, now Virtus Investment Partners (New York Stock Exchange: VRTS http://www.virtus.com); as Managing Director of Phoenix American Investment in London; and as a Board Director Aberdeen Asset Management PLC in Aberdeen Scotland (London Stock Exchange: ADN http://www.aberdeen-asset.com). He has been a Trustee of a $500 million pension fund, and was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree (NASDAQ: TREE http://www.lendingtree.com) prior to its IPO. He is a 1970 graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website. (http://www.qvmgroup.com). Follow him on Twitter: @QVMinvest
Larry MacDonald worked as an economist for many years and now manages his investment portfolio while writing about business and investing topics for leading Canadian publications. He also is the author of several business books.
I am Seeking Alpha's CEO and Editor-in-Chief. My love for the stock markets goes back to when I was a kid. Who else remembers combing through the stock quotes at the back of the business section of your local paper?
I joined Seeking Alpha in 2006 and launched Wall Street Breakfast and Market Currents, our top-of-class short-form breaking news for investors. In 2010 I became editor-in-chief and in 2015 I became CEO.
I live in Jerusalem with my wife and a bunch of exceptional kids. Most days, you'll find me making the commute from Jerusalem to Raanana. Occasionally I get to work from my home-office, from where I keep an eye on the beautiful Judean Hills.
To contact me, send me a direct message, or email me at email@example.com.
IndexUniverse's website and related sub-sites cover product and market developments related to index funds, exchange-traded funds (ETFs), index derivatives (futures/options/swaps), and the sophisticated investment strategies which use these financial tools. The sites provide top quality news, columns, research, and features about the dynamic field of index-based investing and trading.
IndexUniverse also supplies valuable tools and data to assess markets and investment products, and specialized discussion boards for registered members to exchange cutting-edge ideas and market views. The site aims to be educational, thought-provoking, and most importantly, rigorously independent in perspective.
IndexUniverse was founded by Steven Schoenfeld in 2002 and the current Editor and Publisher is Jim Wiandt.
Visit: Index Universe (http://indexuniverse.com/)
Richard Kang has the experience of over 25 New York Stock Exchange listed ETF launches since May 2009. Richard was one of three founders and Chief Investment Officer at Emerging Global Advisors LLC based out of New York City which issued and managed ETFs with underlying exposures in emerging and frontier markets. The firm was founded in September 2008 and its first ETFs were launched in May 2009. As of September 30, 2013, their emerging market consumer ETF was ranked #1 (out of roughly 600 open ended funds including actively managed mutual funds) based on risk adjusted returns. In 2016, Emerging Global Advisors was acquired by Columbia Threadneedle, the investment arm of Ameriprise Financial.
Richard formerly blogged from 2006 to 2008 on everything about indexing and ETFs at The Beta Brief. In the fall of 2016, ten years after starting The Beta Brief, Richard launched The Fireside Chat, a blog that comments on the future and the impact from the emerging worlds of global investing, new technologies and the modern global citizen. A key objective is to provide new insights so as to find unique growth opportunities among these themes.
Over his 20 years of buy-side experience, Richard has had senior roles at a hedge fund, fund-of-hedge fund and an investment counseling firm that was one of the world's first ETF strategist RIAs. He then pivoted to co-found both a US-based index provider and then an ETF issuer firm. Richard currently advises on a US domiciled ETF focused on the emerging market internet and e-commerce space as well as several early stage startups in the fintetch and social networking fields (and those where these areas converge).
Richard has earned the Financial Risk Manager designation from the Global Association of Risk Professionals and has recently taught the “Fundamentals of Portfolio Management” course at NYU's School of Professional Studies. He sits on FTSE's Country Classification Indexing Committee as well as the editorial board of Institutional Investors' The Journal of Index Investing, the only academic journal for the indexing and ETF industry.
Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at Random Roger (http://randomroger.blogspot.com) and AlphaBaskets (http://alphabaskets.com)
David Fry writes a subscription newsletter focused on technical analysis of exchange-traded funds, called ETF Digest (www.etfdigest.com). Dave founded the ETF Digest in 2001 and was among the very first to see the need for a publication that provided individual investors with information and actionable advice on global ETF investing.
We particularly like the overview of financial markets that his work provides. Even if you're not a fan of chart analysis, Dave provides insight and commentary into which global markets are "working" and why.
Specializing as a market strategist and tactician, Fry focuses on evaluating, creating and implementing a variety of ETF portfolios for individual investors and financial professionals. His philosophy and approach incorporates fundamental with technical analysis in pursuit of risk management and capital preservation especially during uncertain and volatile times.
His new eBook, The Best ETFs: U.S. Equities,is now available on Amazon Kindle. Written as a cheat sheet to only the best ETFs for you or your client’s portfolios. For those that don't have a Kindle, you can purchase the pdf here: The Best ETFs: US Equities [https://gumroad.com/l/The%20Best%20ETFs]