I am a 43 year veteran of Wall Street. My first 26 years were spent on the buy-side as an institutional money manager. I have spent the last 13 years as a sell-side strategist. I am a life long contrarian who finds it easy to take positions quite apart from the crowd. I am most comfortable with my forecasts when my macro and technical analysis are in sync and when my views are at odds with the consensus. I've always been fascinated by the behavioral aspects of investing. Years of observing investor behavior has led me to the conclusion that investor psychology may be the most powerful emotional force in the universe, more powerful than love or hate. It causes otherwise rational beings to make some very irrational decisions. I think every investor should read Extraordinary Popular Delusions and the Madness of Crowds by Charles MacKay.
I'm a former senior corporate finance professional and hold an MBA with specializations in Finance and International Business. I've also passed the CFA Level I exam. I have extensive experience in the emerging markets & leveraged finance spaces and a long history of working on debt refinancings, recapitalizations and leveraged buyouts. I also have over 20 years of investment experience in both the public and private markets. At present I spend most of my time analyzing companies and investing in public and private equity.
I enjoy sharing my views with other readers, learning from their experiences and contributing from mine. Everything in the comments and articles that I write and publish is strictly my opinion. It is your responsibility to research and analyze any company I recommend after reading my article prior to investing. I am not a registered investment advisor and am not in the business of making investment decisions for anyone besides myself. Do your own research prior to buying any security that I follow or write about. I would also suggest that you consult with your financial advisor prior to taking any action after reading an article that I wrote. See Seeking Alpha's policy on anonymous authors.