Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump. In addition, Thomas is co-authoring a book (The Intelligent REIT Investor) that will e published in August 2016.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Cited by Barron's as one of the top financial websites to visit on the weekend, Financial Sense (www.financialsense.com) provides educational resources to the broad public audience through a daily podcast, editorials, current news and resource links on salient financial market issues. Begun in 1985 as a local talk radio program, Financial Sense Newshour (www.financialsense.com/financial-sense-newshour) is a weekly webcast with host Jim Puplava and top financial thinkers. Writing staff of Financial Sense includes: Jim Puplava, Chris Puplava, Ryan Puplava, and Cris Sheridan.
Joseph has been an analyst, investor, and student of economic theory; money and banking; and statistical methods for evaluating and implementing risk/reward trading algorithms since 1972. Joseph is also an occasional contributor to financial publications and his essays are frequently cited by other financial websites and publications.
Since the end of the Great Recession, Joseph came to recognize that traditional methodologies for forecasting economic growth and investment asset pricing are no longer of value, and a broader understanding of the post Glass Steagall, financially engineered world that has driven markets and economies since the turn of the century is required today.
He has a good grasp of Shadow Banking, High Frequency Trading, and Dark Pools, and their impact on today’s markets. He has also spent considerable time understanding the new global paradigm of central bank involvement in experimental policy designed to better control economies.
Joseph doesn’t subscribe to a specific school of theory on economics. Rather, his thinking is based on a combination of the Classical School, the Austrian School, and the Keynesian School. He even sees the writings of Karl Marx as particularly instructive.
Joseph is particularly fond of the following quote from Albert Einstein and sees his own work as driven by that same passionate curiosity that Einstein refers to:
“I have no special talents. I am only passionately curious.”
Coming in a close second in terms of favorite quotes that express his views, Joseph embraces Lord Acton’s views expressed here:
“The danger is not that a particular class is unfit to govern.
Every class is unfit to govern."
Ph.D. economics and Finance MBA finance
Globe Institute of Technology
Professor – Economics and Finance, Chair of Business Department
Colorado Technical University
Adjunct Professor – courses: Applied Managerial Finance (Graduate Level), Microeconomics, International Finance
European School Of Economics (New York Campus)
Adjunct Professor – Economics (Graduate Level) Courses taught: Microeconomics
Metropolitan College of New York
Adjunct Professor – Economics, Banking and Finance
Courses taught: History of Economic Thought, Macroeconomics, Money and Financial Institutions
World Gold Council
New York, NY
• Constructed econometric models relating to gold's role as a portfolio diversifier primarily aimed at institutional investors.
• Focused on models of the embedded optionality of gold in terms of its relation to other investment assets and economic fundamentals such as inflation and business conditions.
Founder and President, Internet Startup company with polling and investment advice websites.
Fundamental Portfolio Advisors, Inc.
Chief Portfolio Strategist – President
• At the predecessor company I started the New York Muni Fund, the first single state triple tax-free municipal bond fund.
• I took the fund from a one-employee start-up where I performed every function to a family of mutual funds which had five funds with total assets above $300 million and which did all of its distribution, accounting and transfer in-house.
• I wrote the initial prospectus and was responsible for managing the portfolios of what eventually grew to be a family of 5 mutual funds.
• Was chief economist for parent company’s brokerage affiliate.
• Involved on the buy-side in the development and monitoring of various structured municipal finance products. Worked with major issuers such as New York City and major investment banks such as Merrill Lynch and Goldman Sachs.
• Designed and submitted a U.S. Patent Application for a portfolio management system for mutual funds involving derivatives.
Note: In 1996 Fundamental Portfolio Advisors and myself were subject to civil litigation by the SEC which resulted in deregistration and a permanent bar from the securities industry.
A. Gary Shilling & Co.
Senior Economist – Vice President
Economic consulting, modeling and forecasting. Both macro and micro.
• Clients included: Emerson Electric, Bethlehem Steel, Castle & Cooke, Cooper Industries and the U.S. Department of Transportation.
• I was the author of the 1979 study commissioned by the U.S. Government Interstate Commerce Commission, which calculated the expected economic impact of trucking deregulation.
White, Weld & Co, Inc.
• White, Weld was the sixth largest investment banking and brokerage firm when Merrill Lynch bought it.
• Extensive work was done on the All-American Pipeline Proposal to tap the Alaskan Gas Reserves.
• The economics department of White, Weld formed A. Gary Shilling & Co. at the time of the Merrill Lynch merger.
American Stock Exchange
New York University
June 1978 Ph.D.
• Ph.D. dual field, economics and finance.
• Doctoral dissertation was in contingency claims (options) theory
June 1973 MBA with concentration in economics and finance
NYU Engineering School
June 1971 Bachelor of Science - Nuclear Engineering Tau Beta Pi
Analysis of the Embedded Inflation Optionality in Gold Prices. World Gold Council, 2000. New York, N.Y.
The Economic Impact of Trucking Deregulation. Interstate Commerce Commission, 1979, Washington D.C.
The reports that I write are my personal research and opinions. They are not associated with any firm or organization, and are not intended to be taken as investment recommendations or advice. They combine my passions of economics, finance, writing and education, and are intended mostly as educational material. I attempt to write the articles in an easy to understand down to earth style in an effort to help others with their research. This is my effort to bring understandable and educational professional quality research to the public at large free of charge.
General Disclaimer for my Articles:
BS Business, Majored in Finance and Economics, Miami University
MA Economics w/ Managerial and International Emphasis, University of Oklahoma
Past: Economics and Finance Instructor at various Universities
Past: Mutual Fund Portfolio Manager of Family of Mutual Funds
Past: CIO of Mid-Sized Investment Management Firm
Professional: CFA Charterholder
Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.
David Moenning is Chief Investment Officer at Sowell Management Services, a registered investment advisor with more than $500 million under management. Sowell emphasizes an MPD (Modern Portfolio Diversification) approach to portfolio design which diversifies client holdings not only across asset classes but also by strategy, manager, and investment methodology. Dave began his investment career in 1980 and has been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for nearly 30 years.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
John Rothe is CEO & Founder of Riverbend Investment Management.
John founded Riverbend in 2006 to provide institutional style investment management to individual investors. Prior to starting the firm, John was a Vice President & OMEGA Portfolio Manager with Oppenheimer & Co., and began his career at Morgan Stanley where he served as Vice President-Investments.
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members.
We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow.
Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks).
Visit: Phil's Stock World (www.philstockworld.com)
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
Founder of Disruptive Tech Research – a technology research and advisory firm serving the investment management community.
We provide registered investment professionals and qualified firms with independent, targeted research to support the generation of investment ideas.
We focus on patent-filing activity to identify the most promising disruptive technology trends early. Then, we employ an original, bottom-up fundamental research approach to uncover micro- and small-cap ideas that are underfollowed, underappreciated and undervalued.
Our mission is to provide clients with differentiated, actionable and thorough fundamental research at a cost effective price.
We’re 100% independent. That means absolutely no pay-to-play arrangements, no hidden agendas and no hype. Just solid research. And yes, we eat our own cooking.
I started my investment career at Morgan Stanley, where I helped direct over $1 billion in in institutional capital. After growing bored with the monotony of asset allocation studies, investment policy statements, manager searches and evaluations, and Retirement Plan Service Provider RFPs (among other things), I left and co-founded Wall Street Daily, which quickly became one of the web’s largest financial publishers with a daily circulation of more than 700,000 readers.
In 2014, I founded Disruptive Tech Research to pursue my investing passion, and fill the void in the market for high-quality, 100% independent research on disruptive technologies.
I have been fortunate to appear regularly on CNBC’s Closing Bell, as well as be mentioned in other media outlets, including in The Wall Street Journal, The New York Times, Morningstar and MarketWatch. I earned my MBA from the Crummer Graduate School of Business at Rollins College, which is also where I met my beautiful wife.
Pro Deo, Pro Familia, Pro Patria
Tom Feeney began his work in the investment industry in 1969. Clients have included cities, states and major corporations, as well as numerous religious, charitable and other not-for-profit organizations.
In his early career Tom served as Executive Director of Stewardship Services, Inc., Washington, D.C., and as a Senior Vice President of Atalanta/Sosnoff Capital Corporation, New York. He established Thomas J. Feeney & Co., a financial consultant to tax-exempt organizations, in 1978. Feeney & Co. initiated investment management services in late 1985, and Marathon Asset Management Co., Mission’s predecessor, was incorporated in early 1987 to separate those investment management services from Feeney & Co.’s consulting work. Tom served as Marathon’s Chief Investment Officer since the firm’s inception. In 1997 Tom assumed the roles of Managing Director and Chief Investment Officer of Mission Management & Trust Co., located in Tucson, Arizona.
Prior to his investment career, Tom served on the faculties of the University of Santa Clara, St. Joseph’s College and Guadalupe College, all in California. In more recent years, he has lectured on investments at the University of Notre Dame and Georgetown University. His own academic background includes a B.A. in economics from Boston College, an M.B.A. from the University of Santa Clara, studies at the Stanford Law School and additional post-graduate work at the University of San Francisco.
Over the years Tom has been interviewed on CNBC and frequently on local business TV shows. Similarly he has been interviewed and written about by such national publications as The Wall Street Journal, Barron’s and Investor's Business Daily as well as local papers throughout the country.
Away from his desk, Tom enjoys his all too infrequent time on the golf course. In earlier years he ran two dozen marathons or ultra-marathons including the Boston Marathon and the New York City Marathon three times each. The highlight of his competitive career was winning a relatively small field marathon in Carpinteria, California.
Cliff Wachtel, CPA, is currently the Director of Market Research, New Media and Training for Caesartrade.com, a fast growing forex and CFD broker. He covers a variety of topics including global market drivers, forex, currency hedged and diversified income investing, and is currently working on a unique project related to that asset class - MLPs.
He is also the author of The Sensible Guide To Forex, and publisher of thesensibleguidetoforex.com. Both the book and website are uniquely dedicated to providing safer, simpler ways for active traders and passive long term income investors to use forex markets to diversify out of currencies like the USD, EUR, JPY, and others that are being debased by central bank policies, and so hedge currency risk and boost returns.
Since the Great Financial Crisis began in 2007, Cliff was among the first financial writers to focus on stocks that provide steady, high yields currency diversification for insurance against currencies being steadily devalued. Articles focus on both top income stocks for exposure to multiple quality currencies, and safer, simpler less demanding types of longer term forex trades than commonly covered on other forex sites.
He also posts a variety of articles on topics ranging from weekly strategic global market analysis, conservative forex trading, assorted special reports, currency diversified income investing, binary options, and trader training articles via multiple websites. His home sites include: globalmarkets.anyoption.com, thesensibleguidetoforex.com, caesartrade.com, globalmarkets.com, and others. Most can also be found at leading financial websites like seekingalpha.com, businessinsider.com, and forex sites like forexfactory.com and fxstreet.com. His work is regularly translated into numerous languages, including Spanish, French, Italian, Turkish and Russian, Arabic, German, and Chinese, often with his express knowledge and permission!
He has appeared in a variety of offline publications including Forex Journal, and John Nyaradi’s book, Super Sectors, in which he was interviewed along with other market experts like Jim Rodgers, Dr.Marc Faber, John Mauldin, Robert Prechter, and Tom Lydon.
Prior to his current positions, he was Chief Analyst at avafx.com, and a 30+ year financial market veteran as investor, trader, writer, analyst and advisor to private clients and institutions. He attended Vassar College and Cornell University, and is a certified public accountant.
He’s married with 5 children and lives in Jerusalem, Israel, where he can follow Asian markets in the early morning, Europe through the workday, and the Americas at night.
David Taggart is the Macro Trader and maintains TheMacroTrader.com blog.
TheMacroTrader.com is a site devoted to Global Macro and Multi-strategy Trading. Our philosophy on Macro Trading is that we are trying to be in the best risk to reward situations possible anywhere in anything. Instead of being married to value stocks, small-cap stocks, emerging market bonds, real estate, etc. we can go where we see the greatest opportunity or as some might say to “go where the money is.”
Please visit www.TheMacroTrader.com
I am the founder and editor of Investment Directions. My career has been managing and consulting to multi-billion dollar funds. Using the widely accepted “multi-manager” approach, I have worked with top investment managers throughout the country, gaining a high level of expertise.
My career has spanned many market environments, and I have hands-on experience searching out opportunities and avoiding risks in all of them. I now devote my time to Investment Directions, with the goal of helping investors further their understanding and improve their investing skills.
I am currently serving on: The AAUW Investment Advisers Committee and The City of Vista Investment Advisory Committee.
The Fraud Research Institute ("FRI") specializing in the research and discovery of financial scandals and corporate malpractice in the United States with an emphasis on the small cap markets.
Our business model is to publish the highest quality and most compelling professional research reports that highlight all material information necessary for short-biased traders to identify superior risk-to-reward trade ideas that are primarily a result of market inefficiencies created by the artificial demand from stock promotion (pump & dump) campaigns.
We identify Wall Street's biggest frauds and profit from them.
Have managed money for clients as an independent advisor since 1991. Published a newsletter ECONOMIC LEADS from 1988 to 1993. Have an economics degree from Vanderbilt University. Focus on the macro picture forecasting the US economy and broad stock market. Also have a model to estimate long term equity returns for several countries.