Russ Koesterich, CFA, JD, Managing Director and head of Asset Allocation, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Koesterich was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business. Previously, he served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
Evaluation of the dominant assumptions and an understanding of the dynamics of the economic engine is the basis of an approach to asset allocation that provides for both a rational determination of value and an understanding of sentiment in the form of price as a measure of the irrational nature of the operational environment, an approach that is intended at once to avoid unnecessary risk while at the same time enable gradual rebalance of assets as a means to increase net worth via optimization of appreciation and long term yields. Let's call that buy low and fly high just for fun.
Financial writer with comprehensive experience in the financial services industry. Experience includes article writing on investments and economic trends as well as in-depth product analysis on global passive equity index funds. Master of Science degree in finance from Boston College. Bachelor of Science degree in finance from the University of Arkansas.
Options trader full-time, author, owner of www.kevinmobrien.com, a subscription-based trading service. Born in Chicago, IL. I trade many stocks in the tech, financial, and agricultural sectors. Trade daily with a 5 Technical Indicator Strategy I developed, the Daily Options Trading Strategy (DOTS). Also trade many debit spreads for weekly and earnings-based trades such as Strangles, the Reverse Iron Condor, the Neutral Calendar Spread and also hold long-term call and put options on undervalued stocks and ETF's.
If you are interested in subscribing to the website's Trading Forum, please visit us at www.kevinmobrien.com.
Favorite stocks to trade: CF, GOOG, AAPL, NFLX, BIDU, CMG, PCLN, RIMM, CSCO, IDCC, POT, MOS, MON, SNDK, APA, and many more.
I'm a big Chicago Bears and Blackhawks fan.
New member Russell Gold is an investment research analyst. Russell Gold fields of interest include technical analysis, macroeconomics, demographics, financial history and energy policy. His published topics include; stock options, dividend investing, technology, services, finance and search engine optimization.
Russell Gold considers himself as both a contrarian and dividend growth investor. He believes dividends provide a degree of stability to a portfolio. However, Russell Gold does infrequently trade high risk financial derivatives such as options, futures and swaps. Russell Gold seeks leveraged returns and utilizes advanced investment strategies with non-binding contracts.
With very little capital Russell Gold utilizes advanced investment strategies as an ability to make extreme returns. These kind of returns may not be possible with primary investment vehicles such as stocks and bonds. When you invest in a stock or bond, it could take seven years to double your money. With derivative investment strategies, it is possible to double your money in less than week.
Russell Gold believes the spirit of risk management is most important to long term investment activities. He suggest every investor make the effort to consider new or alternative paths of thought. Russell Gold will be helpful in terms of keeping all of us on the right side of longer term macro equity market risk and reward.
I am an individual investor passionate the markets with a track record of finding creative opportunities to profit from macroeconomic trends.
The Lockstep Investing (http://lockstep-investing.blogspot.com/) blog is written to speculate on macroeconomic trends in the stock market. The posts will to recommend positions with a 12-18 month time horizon for returns. The blog posts will serve as an advertisement for the Lockstep Investing Newsletter that is available for subscription by contacting email@example.com.
The author is not a certified investment advisor and investors should always do their own research before investing in any security.
Alan Geik has an M.Sc. in Economic Growth and Development from the London School of Economics. He has taught economic growth in London colleges.
In a parallel and unrelated life he has been a Los Angeles radio programmer of Afro–Cuban music and Latin jazz at KCRW and also for KXLU’s, long running salsa show “Alma Del Barrio.”
He co-produced several compilation CDs for Rhino Records, including the popular, Mambo Mania in the mid 1990’s. He also produced Caravana Cubana’s Late Night Sessions on his own label, Dreamer Music. It received two Grammy nominations in 2000. He also promoted concerts at popular music venues in L.A. including the Hollywood Palladium, the Greek theater, and the Universal Amphitheater.
In still another unrelated life, Alan was a documentary filmmaker for Wide World of Sports and Time-Life Films in New York City. He produced music documentaries and videos in Los Angeles and was in post production for television shows and theatrical releases at Paramount Pictures for eleven years.
He is currently living in S.E. Asia.
Pierre B. Boulle is Managing Director of investorseurope, which was founded by him in 2001, after having worked in Executive positions for various International Banks and Brokers in Lisbon and London, including BNP Paribas and Banco Popular. During this period, Pierre built up two stockbrokers from scratch for European banks. His previous management experience was as a Senior Executive of De Beers Diamonds and other independent diamond mining operators during which period he negotiated, set up and ran various diamond mines throughout the developing world.
Pierre holds an MBA in International Business, is a qualified analyst and licensed to trade many of the cash and derivative products on EURONEXT markets.
Jim Gobetz is the Managing partner and CIO in a Family Office based in Philadelphia and Wilmington. Jim is the voice behind Aiki14's Pre-Market Take which can be seen on StockTwits TV M-W-F at 0830 Eastern. He began investing in 1981 and was primarily involved in Real Estate Speculation. A self taught trader he employs a conservative macro approach for long term holds and a technical and news based approach for short term trading. Jim lives in Wallingford PA with his wife, a professor of Veterinary Medicine at UPENN and his two daughters. He enjoys Golf with his wife and travel with his family, and all things market related.
Jim hold Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent) Licenses
Arnold Landy is a registered investment advisor, managing clients' funds since January, 2006.
His previous careers include: small business owner, analyst for "The Value line Investment Survey," urban planner/analyst for State of New Jersey, school teacher in Jersey City, carny at state and county fairs (good training for being a skeptic on Wall Street).
My firm counsels investor relations departments of public companies around the world on how to use web technologies to communicate with investors, analysts and investment bloggers. Our research and guidelines have been cited and referenced by industry associations, academics and consultants around the world. I have been quoted by many financial publications on the topic of investor-centric online investor relations communications, including Bloomberg, The Wall Street Journal, Investor Relations Magazine, Real IR, NIRI’s IR Update; CFO magazine, Investor Relations Business, Investor Relations Newsletter, Corporate Governance Advisor, The Globe and Mail Report on Business, Financial Executive, and the National Post.
If you have any input to share on how companies can improve their online IR practices, please share them via SA mail.
I am retired from Fresno County. I like to blog and comment on financial matters. I knew of the housing bubble in late 2005, way before Cramer. I believe that the central banking establishment set up excessive and damaging credit vehicles both for investors and for borrowers. Investors were swindled but no one goes to jail. Borrowers were given so much easy money that the loans themselves pushed the value of houses up to unsustainable heights. It is worthwhile to "fight" the lending abuses peacefully, with education and through legal means where possible.
I am not an investment counselor nor am I an attorney so my views are not to be considered investment advice. It seems from my understanding of the economy, that folks who fight the Fed are fighting a force that is powerful, capable of keeping interest rates low, etc.
Current: Market Development, Blend Labs.
Previous: CoreLogic Advisory Services | Chief Operating Officer @ Altos Research.
Lecturer of Economics, Price Theory, Finance, Sales, Management, and International Business at Hult International School of Business, the University of San Francisco, and Saint Leo University.
Articles and perspectives are my own and do not necessarily reflect those of Blend Labs.
Also, do your own trading - nothing written here is intended to be nor should be construed as investment advice.
Pacifica Partners Inc. is a discretionary investment management firm head-quartered in Surrey (Greater Vancouver) BC, Canada with clients located across both the United States and Canada.
Pacifica Partners' focuses on using low cost investment vehicles to provide non-benchmark returns in both bull and bear markets.
To learn more please visit our website.
Stuart Staines, the editor and publisher of The Staines Letter, has over 20 years experience in banking and wealth management. Born in London, he studied in Geneva, Switzerland, and holds a Certified International Investment Analyst diploma (CIIA) from The Swiss Financial Analyst Association (SFAA) of which he is also a member. From 2004 to 2009 he was the Chief Investment Officer at a Geneva based family office. In this capacity, he launched and managed an in-house fund of fund and developed the investment strategy and asset allocation for all discretionary asset management and advisory business. Before that, between 1993 and 2004, Stuart worked at a number of private banks as a relationship manager and investment advisor.
Founder of Equities Research LLC
Tom Renna began his professional career on Wall Street 25 years ago after graduating Rutgers University. In 2005 Tom founded Equities Research LLC, a small boutique investment research firm where he provides market research analysis and consulting services to both Issuers (private and public) and Wall Street professionals. Tom’s experience as an investment banker, financial advisor, institutional equity broker, bond broker, entrepreneur and director of a public company gives him the unique ability to see all sides of Wall Street. Tom provides invaluable insight to both issuers and investors, from the novice to top Wall Street executives. In 1997 Tom was an original owner of Newsgrade Corporation, a private online publishing company, a private online publishing company that annually generated millions of timely and actionable automated unique stories that were streaming on Bloomberg Terminals for institutional investors. By 2003 Tom had become Managing Director of National Sales for Stockdiagnostics.com, a subsidiary of Newsgrade that he helped to create. Tom has made some of the top long and short calls over the last 25 years on Wall Street and his work has been mentioned on CNBC TV among other financial news sources.
"in this day and age of digital speed and lightning trading, Equities Research continues to use a CALENDAR to measure investments and performance by examining Quarterly and annual fundamentals" -----Thomas Renna
I am presently a PhD Candidate in marketing at the Schulich School of Business in Toronto, Canada (is.gd/weO3eP). I've been investing since 2005 and am an avid reader of (and occasional commenter on) Seeking Alpha. I think Seeking Alpha and its contributors offer great ideas on and insights into both how and where to invest.
From a research perspective, I am Interested in how investors - on forums such as Seeking Alpha - work together to make sense of and understand (and give sense about) the uncertain and ambiguous movements and signals of the market.
If you would be willing to help out with this research, I would be appreciative of your assistance. I'm interested in interviewing contributors (authors and commenters, such as yourself) to the site about how and why they use, contribute to and benefit from Seeking Alpha (e.g. What role does SA play in your investing? What contributions do you benefit from the most? What goes into making a contribution on the site?). Any interview would occur at your convenience (over Skype or phone) and would last approximately 60-90 minutes. Your responses will be instrumental in the development of research that will be targeted towards a top-tier academic journal (and will help me out with my dissertation!). In order to maintain anonymity, unless you specifically indicate otherwise, any direct quotes reported from your interview will be attributed to a pseudonym.
If you're interested in assisting with this research (or just finding out more about it), please send me a note here or at firstname.lastname@example.org. Thank you for your consideration!
Matthew Tucker, CFA, Managing Director, is Head of the iShares Fixed Income Strategy team. He leads the product strategy effort for exchange-traded funds, and leads the platform's efforts in North and Latin America iShares. His team focuses on developing new fixed income iShares strategies, partnering with the iShares team on product delivery, and supporting iShares client sales. Matt is an associate of BlackRock Investments, LLC. BlackRock, Inc. and its affiliates are not affiliated with Seeking Alpha.
Matt's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he led the US Fixed Income Investment Solutions team, where he was responsible for overseeing product strategy for active, index, enhanced index, iShares (ETF) and long/short products. Previously, he was a portfolio manager and trader in fixed income focused on US government securities. Matt was part of the team that developed and launched the first fixed income ETF in 2002, and worked as the lead portfolio manager for fixed income iShares. He began his career at Barra, where he supported clients in the use of Barra's fixed-income analytics. Matt earned a BS degree in business administration from the University of California at Berkeley in 1994 and is a CFA Charter Holder. He is a frequent contributor to a number of financial publications and has written extensively on fixed income ETF markets and dynamics.
Kevin Feldman, CFP® is an investment professional with 20 years experience in asset management. He was most recently Managing Director in the iShares® unit of BlackRock, the world's largest asset manager where he had responsibility for iShares marketing, analytics and education efforts.
Prior to BlackRock, Kevin held senior roles at Vanguard and Charles Schwab.
Kevin earned a BA degree from the University of California, Los Angeles and an MPA degree from Harvard University.
Erik Dellith is an adjunct professor. He teaches economics and finance to college and MBA students. Before entering academia, Erik worked for more than a decade as a securities analyst, covering US and foreign stocks, domestic and global equity and fixed-income mutual funds, ETFs and precious metals.
Erik is the founder of Economic Ideas, LLC, a consulting firm that provides economic and financial insight to small- to medium-size businesses.
In his spare time, Erik enjoys writing fiction.
Daryl Montgomery is the organizer of the New York Investing meetup, a 7,000 member educational group that provides the public with unbiased stock, bond, currency and commodity market information. For details, see: http://ow.ly/Y6CNhT (it's free to join). The group is the largest investing meetup in the world. It holds monthly general meetings, offers small classes on investing topics, has webinars and provides individual tutoring.
Montgomery, a former professor and expert witness in court cases on data reliability (up to the Supreme Court), has written a number of books on investing and approximately 700 articles on financial topics. He was formerly the chief blogger for the "Helicopter Economics Investing Guide". He has done extensive research on optimal use of technical indicators. Montgomery has never worked for, nor has any association with any Wall Street company and this allows him to bring an independent perspective to market analysis.
The New York Investing meetup's strength is in calling market turns. It called the top in gold and silver in March 2008 and the exact day of the oil bottom in February 2009 and almost the exact peak price in Silver in 2011. The group went to an all-cash position starting in September 2015. The New York Investing meetup uses its own approach to technical analysis and currently has access to a proprietary model that predicts tops and bottoms in stocks and commodities.
Wayne Gorsek - Founder INC 500 Hall of Fame Company
Founder, Chairman & CEO
Embraer Phenom 300 owner with single pilot jet type ratings for Embraer Phenom 100 & 300 and jet type rating for Hawker/Beechcraft Premier 1a.
Investor and New Company Development
For 30 years I've worked with Main street, in a variety of capacities, on housing, mortgage and real estate related issues. My experience includes:
• I have been licensed as follows: FNMA/FHLMC AUS; Mortgage Broker (AZ); Appraisal (CA); Real Estate (CA & AZ)
• 10 years of experience in management within the mortgage divisions of regulated institutions
• I have been involved in the development and implementation of mortgage loan products....from design features, to assisting in the compliance paperwork
• I have held underwriting signature authority in a jumbo mortgage environment
• I have been tasked personally by senior management with the most complex of client issues, assisted on legal matters and, have been assigned special projects by senior management
• I authored a stylized mortgage/homeowner retention program, and in 2008, I spent time by phone in discussions with the FDIC's Chief Economist, Richard Brown, and his team, sharing my perspectives on the developing mortgage/housing crisis
• I have participated in the following: Mortgage Modifications; Mortgage Workouts; Short Payoff Refinances; Short Sales
• I was engaged by Big 8 accounting firms to assist in asset review and analysis process during the S&L Crisis
• I am experienced in the default/foreclosure process, as well as working with title insurance related issues
All of the issues I discuss are the result of first hand professional experience.
Cabeza Howe holds two M.S. degrees in engineering. He has extensive career background in science, engineering and software development. He is a self-made financial analyst and manages his own investment as a business. Focused value investing is his passion. He coined the term "two-in-one" stocks to describe stocks with both growth and value characteristics. He believes in achieving exceptional long-term return through investing in those stocks.
Through lessons learned and experience gained over the years, Cabeza believes the "two-in-one" stocks should be found mainly in large and mid caps. He views small caps as unproven and prone to perpetual decline even following days of glory. So he mostly believes trading instead of investing in small caps, with only rare exceptions.
He was born and grown up in China and used to trade and write about Chinese small caps. He now thinks Chinese small caps are in particular an area to avoid due to the well known accounting issues. The way Chinese regulators handled these accounting issues along with reported wealth of high ranking officials also convinced him that China is to an alarming degree ruled by kleptocracy. From first hand knowledge, however, Cabeza is still a big believer in Chinese consumers. He thinks the best way to benefit from it is through investing in multinationals like YUM, MCD, NKE, DIS and AAPL.