Although retired from active trading, I am still interested in tracking markets and stocks. I am working on a book about ways to do fundamental research for people like Seeking Alpha readers; I seek reader feedback. The industry I am the most familiar with is Paper and Packaging. I worked on the Buy Side (Investors) and Sell Side (Broker/Dealers and research publishers) for over 30 years. Sell side employers included Kidder Peabody, Drexel Burnham Lambert, BZW, Merrill Lynch, Bank of Montreal. Buy side firms included Citibank, John A. Levin, and Xylem Global Partners.
Xylem Global Partners, where I managed $100+ million in assets, was a market-neutral sector fund specialized in paper, forest products, packaging, building materials, and related industries. I have also researched stocks in a number of other industries. I have applied for tuition refunds from Stanford Graduate School of Business, which taught me Efficient Market Theory, now disproven, and Harvard College, which taught me Behaviorism, a now-discredited school of Psychology. Did I mention my odd sense of humor?