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.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Brian Nelson is the President of Equity Research at Valuentum Securities. Before founding Valuentum in early 2011, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation. He is best known in the financial industry as being the "Father of Valuentum Investing."
David Stockman is the ultimate Washington insider turned iconoclast. He began his career in Washington as a young man and quickly rose through the ranks of the Republican Party to become the Director of the Office of Management and Budget under President Ronald Reagan. After leaving the White House, Stockman had a 20-year career on Wall Street.
At the podium, Stockman’s expertise and experience cannot be matched, and he has a reputation for zesty financial straight talk. Defying right- and left-wing boxes, his latest book catalogues both the corrupters and defenders of sound money, fiscal rectitude, and free markets. Stockman discusses the forces that have left the public sector teetering on the edge of political dysfunction and fiscal collapse and have caused America’s financial system to morph into an unstable, bubble-prone gambling arena that undermines capitalist prosperity and showers speculators with vast windfall gains.
Stockman’s career in Washington began in 1970, when he served as a special assistant to U.S. Representative, John Anderson of Illinois. From 1972 to 1975, he was executive director of the U.S. House of Representatives Republican Conference. Stockman was elected as a Michigan Congressman in 1976 and held the position until his resignation in January 1981.
He then became Director of the Office of Management and Budget under President Ronald Reagan, serving from 1981 until August 1985. Stockman was the youngest cabinet member in the 20th century. Although only in his early 30s, Stockman became well known to the public during this time concerning the role of the federal government in American society.
After resigning from his position as Director of the OMB, Stockman wrote a best-selling book, The Triumph of Politics: Why the Reagan Revolution Failed (1986). The book was Stockman’s frontline report of the miscalculations, manipulations, and political intrigues that led to the failure of the Reagan Revolution. A major publishing event and New York Times bestseller in its day, The Triumph of Politics is still startlingly relevant to the conduct of Washington politics today.
After leaving government, Stockman joined Wall Street investment bank Salomon Bros. He later became one of the original partners at New York-based private equity firm, The Blackstone Group. Stockman left Blackstone in 1999 to start his own private equity fund based in Greenwich, Connecticut.
In his newest New York Times best-seller, The Great Deformation: The Corruption of Capitalism in America (2013), Stockman lays out how the U.S. has devolved from a free market economy into one fatally deformed by Washington’s endless fiscal largesse, K-street lobbies and Fed sponsored bailouts and printing press money.
Stockman was born in Ft. Hood, Texas. He received his B.A. from Michigan State University and pursued graduate studies at Harvard Divinity School.
He lives in Greenwich, Connecticut, with his wife Jennifer Blei Stockman. They have two daughters, Rachel and Victoria.
Engineer by trade and passion. Have worked internationally for over three decades, running my own business. I hold a PhD in engineering, but honestly believe that the school of hard knocks has taught me lessons that are more applicable to my writing here on Seeking Alpha.
My investing interests mostly concern the resource sector, with a focus on precious metals, base metals and energy stocks of all sizes. My research explicitly includes small- and micro-cap juniors, and I try to manage the associated risks in a methodical manner.
I am a devotee of technology, data and education. I seek deep understanding in everything I do. I have studied sciences, computing, and quants. I apply a voracious appetite for knowledge to both my professional and financial life.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
You may connect with Mr. Kostohryz via the following social networks:
When connecting, be sure to identify yourself as a Seeking Alpha reader.
Shlomi Cohen is a veteran Israeli financial journalist and stock analyst who writes the popular 'Buy, Sell, Hold' column for Israel's leading financial publication, Globes.
Cohen provides in-depth analysis of Israeli and non-Israeli stocks traded on Wall Street, with particular attention to the impact of emerging technologies and executive management strategy. Cohen also manages a virtual portfolio on Globes, which he updates regularly alongside his commentary.
Visit his site: Globes (http://www.globes.co.il/serveen/default.htm)
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
The ETF Authority is an independent venture exclusive to Seeking Alpha for two investment professionals, Kevin Prendergast and Nathan Rutz. In their primary roles, Kevin and Nathan counsel High Net Worth Individuals with respect to asset allocation strategies and retirement planning, advocating the efficiency of exchange-traded funds in the context of long-term investment portfolios.
Nathan Rutz graduated with a degree in Finance from North Central College in Naperville, Illinois, and is currently a CPA candidate.
Kevin Prendergast graduated with a B.S. in Finance from the University of Illinois at Urbana-Champaign and holds the Chartered Financial Analyst (CFA) designation.
Econ Grapher currently publishes the Econ Grapher blog. He previously worked in markets, trading, investment management, and corporate strategy. He has also set up two internet research businesses in stock research and economic research.
Chief Investment Officer for Stanford Wealth Management, a Registered Investment Advisor. Retired senior executive of Charles Schwab. Retired (36 years) active and reserve military service -- six in special operations, 30 in the intelligence community. Geopolitical analyst. Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.) SEE SPECIAL OFFER BELOW! Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
SUMMER SPECIAL: June and July ONLY, receive 1 year of Investor's Edge®, normally $189, for just $99. If you are ever not 100% satisfied, we provide a pro rata refund for any issues not yet received. Phone orders only! 775 832-5440.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
Our mission is to help individual investors earn profits by providing a source of independent, unbiased and profitable investing ideas. StreetAuthority provides in-depth research, plus specific investment ideas and immediate action to take based on the latest market events. We accomplish this via one of the most popular financial web sites in the nation, StreetAuthority.com, and by publishing over a dozen widely-followed financial newsletters with a total of more than a million subscribers.
Follow us on Twitter: @StreetAuthority
In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula from Wharton School of Finance that required an advanced background in math – that was in 1957. I have kept those old books of Charts, and the basic formula still produces profits. I'm pleased to say that the formula / algorithm is now calculated by computer, but I still get to draw fancy lines.
If you would like to have further information about my work / analytics or perhaps my Professional Services - - asset management, mentoring or consulting – services . . . just send me an Email, click here, ( email@example.com ) and I will respond promptly. Please understand that this offer is for serious investors. I expect you to share just a bit about yourself and your investment objectives - that is important to me.
Furthermore, I never read or respond to the Seeking Alpha generated Messages or any Comments on my articles. Unfortunately, my experience has been very unsatisfactory. If you are seriously interested in learning more about what I do - - please Email me. firstname.lastname@example.org
I write a bi-weekly personal blog you might like. click here. http://twitter.com/#!/Invest Rotation
Education: I have several degrees, i.e. post graduate degrees and two doctorates. And a great deal of (too much) continued financial education. For seven years, I was a University Professor of Finance and Economics. No question, I learned more than I taught!
Licenses: I had all that were needed / required and more.
Designations: Over all those years, there were many initials after my name!
Business Experience: I owned a privately held asset-management firm and managed individual investor and corporate accounts as a Registered Investment Advisor - for over 40 years.
Published Articles: I have written and published over 400 papers / articles for both local and national circulation.
Current Status: In late 2007 I came out of retirement and re-entered my writing financial commentaries in various financial blogs. I began a Weekly, Commentary / Update for the ex-patriot locals here in Mexico. In my first issue, October 2007 – I recommended - Holding 100% Cash and forecast that the Marketplace was at a Top that was meaningful. To date, within this Weekly – Commentary / Update I have accurately identified all Inflection Points, i.e. the 2009 February and subsequent Lows. The December and the recent April Highs were also forecasted and identified.
I have resumed offering Asset Management and Consulting / Mentoring services as a Boutique Research Firm Financial Analyst. Email me if you might be interestes. click here.
I am currently also Blogging with SafeHaven.com / Community.Nasdaq.com and of course here in SA. I also maintain a Private Blog, click here ( http://twitter.com/#!/InvestRotation ). For twelve years, I maintained an International Website - Called: "The MoneyDr."
Something to Ponder for those of you that might choose to "Follow" - - or choose Not to "Follow":
A little monolog to set myself apart from those who call themselves - "traders":
Over all these, many years of managing assets, I have witnessed a large number of tragic situations as told to me by scores of Investors. It quickly became clear to me, early on in my career, that the financial industry is wrought with many divisive ways to separate you from your money. It takes advantage of words and emotion like: greed, fortune, comfortable retirement, etc. while at the same time restricting, if not preventing the you the Investor from understanding how to make money at a fair rate of return and to do so consistently. Over the recent years, "they" (Wall Street) has upped the requirements (complexity) for the average guy or gal to become a successful Investor. That's tragic!
Perhaps the biggest lie and sales pitch and flow of miss-leading information is the “Buy and Hold” philosophy, "they" (Wall Street, Mutual Funds, the Media, and Financial Salespersons) continuously pro-pound. B & H has not been a path to successful investing and profits for several decades, and I am sure, never will! I have written many articles with the secondary title: “Why Most Investors and Nearly All Traders Lose Money." It hits hard, and the brokerage community has made life tough for me (retaliation wise) on many occasions over these years. My continuous debunking of their ways and personal goals to a lush financial lifestyle, using your money, is simple not on their agenda.
The reality regarding Wall Street is that they want to make money off you, not With or For You! They are smarter (within their field) than the average Investor, in particularly by just knowing how things work, but never sharing the simple – How To - with YOU. I continue to believe that these truths and facts should be well understood by Investors, but unfortunately, and apparently it/they are not! For me, simple logic says that any professional is better trained, within their given field, then the lay or inexperienced person. Investors seeking only a fair and honest flow of profits as well as information and data are frequently disappointed.
There is now a new and equally serious problem as is the Buy and Hold philosophy. It’s the Investor backlash to B & H, which is called Day Trading. DT is the new "" In "" answer, but once again people are not taking time to realize that "Investing" is much different than Day or Fast Trading.
Since Day Trading began the statistics complied by Lipper Analytical Services and Yankelovich Partners clearly show that this too (Day Trading or Fast Trading) is a Big Loser for the average guy or gal. These two companies are highly regarded in the field of providing statistical information and data as well as offering excellent articles on and about the financial industry. See Google regarding these companies.
"Investing Wisely" is kind of my handle and the methodology I have developed over the years is quite unique. I publish information about - how I go about making money, which is available upon request.
I would like to ask you to ponder / think for a minute or so about the following question:
Who and What is your current broker or financial advisor?
Sure, many if not most have great credentials, and often a great deal of charisma, but it remains an undesirable fact that these people are simple “Salespersons." Is your medical Doctor or are your best friends – salespersons? In baseball talk, that’s (strike one through strike three all in a pitch - or did I mean sales-pitch?). You as an Investor have little choice or alternative but to deal with these highly motivated financial representatives. That's tragic.
Understanding these facts and concepts is the first step to your positive financial future and peace of mine.
Next on the list is finding an advisor / mentor, who will teach and share facts and truth with you, on a personalized basis, before you invest, not after you have lost a great deal of money.
I'm sure that we all understand that the cyber world has been permanently injected into our lives and lifestyle. Financial Blogs abound with an over-flowing supply of information and opinions. Most of which is often incorrect and filled with very persuasive salesmanship! Therefore, I regret to say / agree that, it is clearly difficult to find such an experienced and trustworthy professional to mentor and assist in guiding you through a profitable process of "Investing Wisely."
My advice is - keep digging until you find such a professional. Ask tough and direct questions to what appears to be an experienced and trustworthy advisor and, over time, see if his or her answers and communication have substance and give you a feeling that this professional honestly cares about YOU. Don't forget, the job description - it is to make money, and this is serious stuff.
I think you will find that the time you give to the consideration and evaluation of my work / analytics will be very profitable for you.
Thanks for taking the time to read my bio, I hope you can find the "right" professional "just for you" in all the important disciplines of life, and you can prosper financially with a smile.
Steven H. Bauer, Ph.D.
David P. Goldman was global head of debt research for Banc of America Securities and earlier global head of credit strategy at Credit Suisse. He was until July 2008 the strategist for a credit hedge fund, Asteri Capital, one of the few credit funds to show a profit between July 2007 and July 2008. He is now Associate Editor of First Things (www.firstthings.com) and a columnist (under the byline "Spengler") for Asia Times Online.
John Petersen is executive vice president and chief financial officer of ePower Engine Systems, Inc., a company that has developed, built and demonstrated an engine-dominant diesel-electric hybrid drivetrain for long-haul heavy trucks that promises fuel savings of 25 to 35 percent depending on terrain and payload.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine. He currently works as a senior editor at InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.