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Chris Cook's background is in UK market regulation, latterly as a Director of the International Petroleum Exchange. In recent years, he has been a strategic market consultant and commentator, and has also been actively developing new partnership-based legal and financial structures or "enterprise models". Since 2011 Chris has been a Senior Research Fellow at the Institute for Security & Resilience Studies at University College London.
I had worked in engineering for most of my career, and recently retired from the business I owned for 15 years. I realised property and investing could provide an easier way of life. So having built up a suitable portfolio, I decided to embark on this lifestyle full time.
I am British, and have my main residence in the UK, but can be seen for part of the year at my villa in Southern Spain.
Having experience in buying and selling base metals through my business, I gravitated towards using instruments to trade virtually. These past few years I have gained more knowledge about this very interesting sector.
Already as a kid, Koos remembers being intrigued by economics, but never thought of studying it at university as he had many other interests. He instead embarked on a career as sound engineer for movies in 2002 recording sound on set for feature films, TV-series and commercials.
Koos became interested in precious metals in 2009, after the global credit crisis erupted. Koos' passion for economics was immediately re-triggered reading books in that period and he shortly thereafter started to write blog articles from a perspective of Austrian economics.
In January 2013, Koos was no longer able to perform his regular job. Being housebound he began researching the Chinese gold market extensively. Koos found that massive amounts of physical gold were being withdrawn from the vaults of the Shanghai Gold Exchange. Koos started a blog covering Chinese gold market developments as no one else in the West covered this area with huge geopolitical implications for the world. Koos discovered how the redistribution of gold, and thus redistribution of economic power, from West to East was thoughtfully designed by the Chinese leadership and the Chinese central bank.
Blogger at www.BullionStar.com
Founder and Lead Analyst at Lone Wolf Publications Ltd (www.lonewolftrader.com).
I also manage a private investment portfolio full time, and also provide mutual fund analysis and buy recommendations to individual investors managing their own investments.
I trade for myself via ETFs and futures markets, with interests in commodities generally and a special interest in precious metals.
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Would you do if your were already wealthy? If you could do whatever you wanted for your career, what would you want to do?
This is what I would do. This is my self-actualiziation. There is nothing like analyzing an inefficient sector of the market and calling out the failures.
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.
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Full time Investor / Trader, 17 years.
Specialist in risk management, with intermediate trade focus, US stocks, international ETFs and commodities.
Believe in correlation of markets, must understand all markets to trade one well.
Self taught through continuous study of myself and other investors.
Extensive experience with short selling, futures and options.
Developing interest in international markets based on poltical change and policies.
Follow and read fundamentals but invest by listening to technical's.
Follow me on Twitter @Cessnadriver50
Background: Former securities analyst and brokerage firm owner and
Currently doing investment strategy consulting for institutional investors
Undergraduate degree from Northwestern, Economics
Taught Advanced Financial Markets Class at a University in Chicago
In to Yoga.
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.
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.
Dean Popplewell has nearly two decades of experience trading currencies and fixed income instruments. He has a deep understanding of market fundamentals and the impact of global events on capital markets. He is respected among professional traders for his skilled analysis and career history as global head of trading for firms such as Scotia Capital and BMO Nesbitt Burns. Since joining OANDA in 2006, Dean has played an instrumental role in driving awareness of the forex market as an emerging asset class for retail investors, as well as providing expert counsel to a number of internal teams on how to best serve clients and industry stakeholders.
Smead Capital Management is a registered investment advisor headquartered in Seattle, WA; founded in 2007. The company was formed to allow investors to benefit from long-term ownership of common stocks meeting the firm’s eight proprietary investment criteria. The firm manages a US Large Cap equity strategy in separate accounts and a mutual fund for advisors, family offices and institutions.
Chief Economist for Natixis North America and Global Head of Cross Asset Research
Expertise in international management. Currently oversee a team of 15 strategists based in New York, Paris and London. The team provides high quality global macro research on a wide array of products.
Specialized in a wide range of research technics and global macro investing. Created and expanded the cross asset research team at Natixis
Expertise in global macro research, international economics, fixed income, equity and commodity markets. Responsible for the consistency of the macro scenario and the generation of trade ideas.
Experience in institutional investors, hedge funds and corporate relationship.
Regular appearances in financial Medias and author of several economic books: Sortir de l’Euro: une idee dangereuse (2011) ; La Renaissance Americaine (2012)
I only look at stocks that have the possibility to double over a twelve month period and stocks in which the risk/reward ratio payout is high. In addition I focus on swing trade opportunities.
I focus more on valuations and risk/reward metrics as opposed to what make companies tick.
I have been a professional investor for over 20 years and during the past several years an economics analyst and financial writer for capital.gr, the biggest economic news portal in Greece.
I have managed money from time to time and have also done some seed venture capital projects in the past.
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.
Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism (some articles from Pragmatic Capitalism get syndicated on Seeking Alpha so please see the full site if you don't want to miss articles by Mr. Roche).
Orcam Financial Group, LLC (www.orcamgroup.com) is a low fee financial services firm offering asset management, personal advisory, consulting and educational services. Pragmatic Capitalism (http://pragcap.com) was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche foresaw many of the events that led up to the crisis and felt that the government was slow to react and when it did finally react, responded with the wrong medicine.
Mr. Roche's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics and behavioral finance. Prior to establishing his own business, Mr. Roche worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Mr. Roche managed a private investment partnership for 7 years generating substantial positive alpha (high risk adjusted returns) without a single negative year of returns. He has since transitioned back to retail asset management to better serve the much needed low fee retail space with sophisticated but simple asset management and financial planning services.
Mr. Roche is also a prolific writer. In addition to the daily musings on his website, he is the author of the popular book “Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance” as well as “Understanding the Modern Monetary System”, one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider where he was described as “one of the most influential economic thinkers today.” In 2015 Mr. Roche was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
Mr. Roche is a Georgetown University alumnus, growing up in the DC area and now living in Southern California with his wife Erica, troublesome collie Cal and 4 irritable laying hens. In addition to being a financial dork Cullen is an avid outdoorsman, mediocre gardener, proficient complex carbohydrate consumer (i.e., loves brownies and cake) and finisher of one of the most difficult IRONMAN races at Cabo in 2015.
Eugene Eliot Narrett was born on December 27, 1948. He died on the night of December 6, 2013. Having just left an art gallery in Brattleboro, Vermont, where his paintings were on display, he crossed Union Street and was struck by a hit and run driver.
Professor Narrett was the first of five sons born to Dr. Sidney S. Narrett and Mrs. Beatrice Narrett.
Professor Narrett grew up in Passaic and Clifton, New Jersey. In 1963, at the age of fifteen, he won the Quality of Latin Certificate of Merit from the Philadelphia Classical Society. He attended Upper Montclair College High School and matriculated at Columbia University.
Professor Narrett graduated from Columbia in 1970 with a BA in Art History. He received his Masters degree with Honors in English and Comparative Literature in 1975 and his Ph.D in 1978 in these same disciplines all from Columbia University.
Professor Narrett’s dissertation on the Romantic poet, Percy Bysshe Shelley, The Comedic Vision of Shelley's Poetry, was written under the Columbia University scholar and professor, Karl Kroeber, who taught for nearly half a century in the English and comparative literature department. At the time his dissertation was completed, Professor Kroeber labelled Eugene Narrett as the greatest interpreter of Shelley extant.
Professor Narrett had a thirty plus year experience as a College teacher and was a published author in comparative literature, poetry, and art criticism. In 2010, Professor Narrett published in the English-American Association Journal, Identity, Theft, and Image Play in Coleridge. In 2010, Professor Narrett also authored a series of essays on Nietzsche and Schopenhauer and other western authors commenting on the nature of Western culture and how their views make use of or reflect on the relation of Judaism to the West.
In addition, Professor Narrett was an exhibiting artist (1977-92) and had gallery shows in New York City, Boston, Cambridge and Maynard Massachusetts and most recently and fatefully in Brattleboro, Vermont. He was also an accomplished self-taught flute player who once entertained strollers in the parks of Salzburg, Austria.
Professor Narrett taught, designed, created and directed many Liberal Arts courses and programs in fields including Art, Art History, History, Literature and Philosophy. His wide-ranging knowledge of history and his ability to integrate disciplines provided a comprehensive overview and rare insight into the most challenging conflicts and currents of our times. He published extensively on American politics and culture and on geopolitics and the Middle East. He is the author of three books: Gathered against Jerusalem: Essays on a False Peace; Israel Awakened: a Chronicle of the Oslo War; and Israel and the Endtimes: writings on the logic and surface turbulence of History (2006).
For much of his published work and radio guest appearances please see Israelendtimes.com as well as Amazon.com.
On language please see: http://www.webcommentary.com/php/ShowArticle.php?id=narrette&date=060924
As interpreter of Shakespeare please see: http://israelendtimes.com/blog/2010/08/28/thoughts-from-shakespeare.htm
Professor Narrett’s lifetime of scholarship and effort to find the essence in human behavior, as manifested in literature, art, and geo-politics came to a corporeal conclusion on a dark night in December but he always carried and forever will his soul carry the banner of learning and knowledge.
Professor Narrett was survived by his son, Gabriel Narrett and four younger brothers, David, Zachary, Seth and Matthew.
Albert Sung is the author of Correlation Economics, monitoring breaking economic news on a day to day basis.
He started investing in 2008 because of the economic crisis and holds a masters degree in chemical engineering. Previously, he worked several years as a process engineer at Ashland, a competitor of Dow Chemical. Today, he works as a regulatory compliance consultant at J&J, but his real passion will stay in macro-economics.
His experience in the chemical and pharmaceutical industry allows him to monitor the economy from a process engineering standpoint, analyzing macro-economic charts, correlations and trends.
I consider myself a value investor, this investment philosophy boils down to investing undervalued, under-researched and unpopular companies; reasons for one of these three elements can be different: special situations (spin-off, turnarounds, arbitrage), analyst coverage (low or very negative coverage), investor fatigue (because of earnings misses), misunderstood parts of the business (e.g. in case of holdings), and cyclicals.
You can follow me on twitter @12valuestocks or subscribe to my mailing list at www.12valuestocks.com
I believe value and growth should not be considered as two different approaches since value investor also need earnings powers, pricing power and earnings growth.
Every investment should start with the inherent risks and not with the return. A sufficient margin of safety should be provided with every investment you make. This way, investors might lag the market or the hot money stocks in the short term. In the long run however, they will win.
I am a retired 20 year Wall Street $ manager. I specialized in fixed income, equity positioning with covered call writing hedging strategies. My experience is finding undervalued or oversold companies, taking a long position and writing a covered call to increase my monthly returns. Over time this strategy has outperformed most with minimizing risk.
Manages a global macro portfolio for a large European bank. Is active in all asset classes, with emphasis on rates and equities. Strives for liquidity and diversification. Investment decisions are discretionary, based on top-down economic analysis, a warehouse of model-based indicators, intermarket relationships, and technical points for entry and exit. Has an MBA from the UCLA Anderson School of Management and is a CFA charterholder.
I (Doug) am an engineer turned scientist, who trades to fund his research in fusion. I have run two businesses, and am nearly the original telecommuter, having started seriously in 1980 or so, and never held a "real job" since then, as I made out better on my own. I'm now semi-retired, trading during the days and working on my physics projects in the evenings. More at
JD/MPP, LL.M. International Law / Grad Certs.(Global Security, US Defense Policy, European History) MA Economics / Mgt. & Leadership Executive Education MIT Sloan School of Mgt. / Member Royal Society of Economics, Member Royal Institute of International Affairs (Chatham House), Member European Finance Assoc., Member Inst.for New Economic Thinking, Member Open Society Institute, Member Int. Assoc. Risk & Compliance Professionals, Member Basel III Compliance Professionals Assoc., Member The Law Society (International Division), Member American Society of International Law, (Editorial Contributor) Legal Information Inst. Cornell Univ. School of Law, Member Foreign Policy Assoc., Member Foreign Policy Research Inst., Member World Policy Inst., Member Public Policy Exchange (Int. Centre for Paliamentary Studies).
Public Service mainly in the field of International Security & Economic Policy, with extensive background in Public Diplomacy & Foreign Policy Administration, including Law & Public Policy Administration, US Security Policy & Coordination, Public Sector Financial Mgt. & Analysis, and Monetary & Macroprudential Policy & Administration.
Privately, Dr. V has executed M&A, public and private equity and debt transactions, and strategic advisory assignments leading transactions across all industries, to include restructuring and recapitalizations, M&A advisory and capital raising transactions in infrastructure, real estate, and oil & gas industries.
An advanced negotiator, he is a 5th Generation Chairman & CEO of an SFO Business Advisory with active operations in New York, Washington DC, Paris. London, Capetown, Dubai.
I run a fund based on automated trading and technical analysis. But my favorite pastime is thinking and talking about political economy. I guess I'm George Soros.
Writing helps clarifying my thinking. All opinion expressed here is mine, wholly mine, nobody's but mine. And all trading/investment opinion I talk about here is related only to my personal accounts, not the fund.