Formerly Chief Market Strategist at Capital Ladders Advisory Group LLC. After the sale of certain of CLAG's retail and institutional assets in October 2015, I have commenced my latest venture in the CPG industry which is centered on the development and licensing of consumer and commercial technology. https://www.linkedin.com/profile/view?id=AAIAAA3lJ9IBNi1rhhFzRWElkJl4MpyNuIiHglQ&trk=nav_responsive_tab_profile
CooLinX Integrated Technologies develops technologies for the beverage and CPG industry. We are presently effecting licensing agreements with multi-national brands and co-developing products aimed for mass market consumption.
CDM Capital is a private investment manager focused on due diligence-based value investments and special situation investing. We manage investments on a separately managed account basis. As of the publication date of our articles, we may have long or short equity positions in the companies covered.
Paul is a stock investor with an accounting/finance background. He likes to look for value growth stocks and momentum news plays. He is also known as Superman on Twitter @super_trades and his blog is www.super-trades.com (http://www.super-trades.com).
Peter Way Associates is the only known provider of the price range forecasts of widely-held, actively traded stocks derived from the hedging activities of market-making [MM] firms as they balance big-$-fund sellers and buyers in large block trades. The price ranges offer explicit downside exposure forecasts not commonly found in publicly published investment analyses.
This is all forward-looking data, based on what the MMs will pay for protection against coming unwanted price change while temporarily committed firm capital is exposed to market risks. It is available by modest subscription cost at blockdesk.com.
The behavioral analysis involved has been performed daily since Y2K, now on over 3,000 stocks, ETFs, and market indexes. That has built an actuarial history of how market prices have subsequently behaved following several million price range forecasts, issue by issue.
That data provides a qualitative backdrop to current forecasts in terms of odds of profitable positions, size of prospective gains, credibility of forecasts, and worst-case price drawdown exposure experiences.
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 40+ years ago.
Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments.
He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest. He has spoken at numerous schools and professional meetings.