As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base.
Jeff joined Atlantic Capital Management, Inc., in Buffalo, NY, as an intern while completing studies at Canisius College. After graduating in 1996 with a Bachelor’s degree in Finance, Jeff took over the operations of that firm while adding to the portfolio management and stock research process.
In 2000, Jeff moved to West Palm Beach to join Tom Nolan with Atlantic Capital Management of Florida, Inc. During the early part of the 2000′s he began to develop the research capability that ACM is known for. As part of the portfolio management team, Jeff was an integral part in growing ACM and building the comprehensive research/management services, and then turning that investment research into outstanding investment performance.
As part of that research effort, Jeff authored and published numerous in-depth investment reports that ran contrary to established opinion. In the nearly year and a half run-up to the panic in 2008, Jeff analyzed and reported on the deteriorating state of the economy and markets. In early 2009, while conventional wisdom focused on near-perpetual gloom, his next series of reports provided insight into the formative ending process of the economic contraction and a comprehensive review of factors that were leading to the market’s resurrection.
In 2012, after the merger between ACM and Alhambra Investment Partners, Jeff came on board Alhambra as Head of Global Investment Research.
Currently, Jeff is published nationally at RealClearMarkets, ZeroHedge, Minyanville and Yahoo!Finance.
Jeff holds a FINRA Series 65 Investment Advisor License.
Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
Wolf Richter is the founder and CEO of Wolf Street Corp. He has 20 years of C-level operations and finance experience, including turnaround situations and startups. He lived in five foreign countries and traveled to 100 others on all continents. Currently in San Francisco.
Michael Pettis is a professor at Peking University's Guanghua School of Management, where he specializes in Chinese financial markets. He has also taught, from 2002 to 2004, at Tsinghua University’s School of Economics and Management and, from 1992 to 2001, at Columbia University’s Graduate School of Business.
Pettis has worked on Wall Street in trading, capital markets, and corporate finance since 1987, when he joined the Sovereign Debt trading team at Manufacturers Hanover (now JP Morgan). Most recently, from 1996 to 2001, Pettis worked at Bear Stearns, where he was Managing Director-Principal heading the Latin American Capital Markets and the Liability Management groups.
Visit: China Financial Markets (http://www.mpettis.com)
For nearly thirty years, Stephen Duneier has applied cognitive science to institutional investment management. The result has been the turnaround of numerous global trading businesses, career best returns for experienced portfolio managers who have adopted his methods, the development of a $1.25 billion dollar hedge fund and 20.3% average annualized returns as a global macro portfolio manager.
Mr. Duneier teaches graduate courses on Decision Analysis in the College of Engineering at the University of California.
Through Bija Advisors' publications and consulting practice, he helps the world's most successful and experienced investment managers improve performance by applying his proven, proprietary decision-making skills to their own processes.
As a speaker, Stephen has delivered informative and inspirational talks to audiences around the world for more than 20 years on topics including global macro economic themes, how cognitive science can improve performance and the keys to living a more deliberate life. Each is delivered via highly entertaining stories that inevitably lead to further conversation, and ultimately, better results.
Stephen Duneier was formerly Global Head of Currency Option Trading at Bank of America and Managing Director of Emerging Markets at AIG International. His artwork has been featured in international publications and on television programs around the world, and is represented by the world renowned gallery, Sullivan Goss. He received his master's degree in finance and economics from New York University's Stern School of Business.
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members.
We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow.
Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks).
Visit: Phil's Stock World (www.philstockworld.com)
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
Charles Hugh Smith writes the Of Two Minds blog (www.oftwominds.com/blog.html) which covers an eclectic range of timely topics: finance, housing, Asia, energy, longterm trends, social issues, health/diet/fitness and sustainability. From its humble beginnings in May 2005, Of Two Minds now attracts some 200,000 visits a month.
Charles also contributes to AOL's Daily Finance site (www.dailyfinance.com) and has written eight books, most recently "Survival+: Structuring Prosperity for Yourself and the Nation" (2009) which is available in a free version on his blog.
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
I am a Founding Partner at Meritas Advisors where I serves as the firms' chief investment strategist. With over 20 years of experience in finance, strategic planning, risk management and asset valuation, my focus is primarily on macroeconomic influences and identification of those long-term trends that create investing headwinds or tailwinds. I am an investor, a perpetual student of economics and a relentless warrior for liberty. I am also a great lover of fine wines, tend to dance excessively (particularly while cooking), possess an excessive adoration of dogs, and an endless desire to find the humor in life.
I am the co-author of Cocktail Investing, published by Wiley and Sons in April 2016 and is available at the usual outlets such as Amazon and Barnes & Noble. I am also the co-manager of the Growth Seeker Portfolio for TheStreet along with my co-author for Cocktail Investing, Chris Versace. I am a regular guest on various national and international television networks such as Fox News, Fox Business Network, One America News Network and RT, as well as having been featured multiple times on Real Vision Television. Every week I can be heard on national radio programs such as America's Morning News, frequently on international radio stations such as RTHK in Hong Kong, and am a regular speaker at conferences around the world where I discusses the markets, economics and politics. I am best known for my love of translating the complex world of global finance into Main Street concepts in terms that everyone understands with (hopefully!) contagious enthusiasm and an often irreverent sense of humor.
My career and my insatiable desire to learn have led me to a life of steady international travel. From this I have developed two home bases, one in sunny San Diego, California and the other in the indescribably beautiful town of Genoa, Italy which lies south of Milan, between Portofino and Monte Carlo on the Mediterranean Sea.
I’m a voracious reader and a confirmed geek, so I tend to pour through a lot of financial and economics books and periodicals. I actually think that studying economic theory and political history is fun. I know, I’m not a healthy person. I also read a section of the Constitution and Declaration of Independence every morning with my mandatory coffee as well as continually re-read the Federalist papers. Federalist 51 is still my hands down favorite. The Law by Bastiat may be one of the greatest books ever written. Friends have suggested therapy…
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.
Jeffrey Dow Jones is the managing editor for Alpine Advisor. He has previously worked for PaineWebber/UBS and Ford Motor Credit Company, and he spent the last decade co-managing a group of hedge funds. He holds a degree in Business Economics with a specialization in Computer Programming from The University of California - Los Angeles.
He publishes a free weekly newsletter at AlpineAdvisor.info.
Kiran is an independent research consultant in the areas of volatility-based and leveraged instruments, including several proprietary strategies.
His services include hypotheses generation, back-testing, risk/return analytics, and predictive modelling for proprietary trading strategies, as well as research consulting in the above areas. Expected and realized returns for his 2 flagship strategy portfolios exceed 100% on an annualized basis, while maintaining expected and realized Sharpe ratios over 3 times higher than the S&P 500. Kiran was mentored by Wall Street research veteran Mark Gomes. Alongside Mr. Gomes, he brought Wall Street level research to retail and institutional investors through PTT Capital's flagship newsletters.
Marc Andreessen proved back in the mid-1990s that he had technical chops as co-creator of the first consumer web browser, Mosaic. Then he learned how to lead companies through ups and downs at Netscape, Opsware and Ning. Now he is trying to out-venture the VC establishment as cofounder of Andreessen Horowitz, an investment firm modeled after Hollywood's Creative Artist Agency back in its 1990s heyday. He made seed investments in Twitter and LinkedIn, and bought into later-stage investments in Skype as well as 2011 IPOs Groupon and Zynga. Andreessen's street cred with entrepreneurs serves him well. Mark Zuckerberg asked him to join Facebook's board. Other investments include Airbnb, Fusion-io, Glam and Instagram. Andreessen also serves on the boards of Bump, eBay, Kno, Rockmelt, Stanford Hospital, TinyCo and Hewlett-Packard. Andreessen is nothing if not focused--he describes his travel routine: "I try my damnedest to never leave the 20 mile radius around my office."
Stephen D. Hassett is a technology executive with economics as hobby. Steve is based in Atlanta, Georgia, and author of "The Risk Premium Factor: A New Model for Understanding the Volatile Forces that Drive Stock Prices" http://bit.ly/JKtTiE. His RPF Model is based on work he had done as a consultant and corporate development/M&A executive.
LinkedIn Profile: http://www.linkedin.com/in/stevehassett
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Steve Percoco founded Lark Research as an independent provider of investment research in 1991. He has been the publisher of the Income Builder newsletter since 2001. He is a generalist, but focuses on several key sectors, including housing (and the homebuilders), real estate, utilities (electric, water and gas), telecommunications, energy and technology. Lark Research also offers institutional research services, including company and sector reports and market commentary.
Steve is a member of the New York Society of Security Analysts. From 1994-2004, he chaired NYSSA’s Committee for Improved Corporate Reporting. From 1996-2002, he served on NYSSA’s Board of Directors. He received the Society’s Volunteer-of-the-Year award in 1995, 1996, 2001 and 2002.
Prior to founding Lark Research, Steve was Vice President in the High Yield Corporate Bond Research Department at Salomon Brothers (1987-1990) and investment officer at Bank of Boston (1983-1987).
From 1994 to 2010, Steve chaired the Springfield NJ Investor Education Group of the American Association of Individual Investors (AAII). He served as a member of the FASB’s User Advisory Council from 2004 to 2006.
Steve is a graduate of Bowdoin College and Harvard Business School.
Dr. John Hussman is the president and principal shareholder of Hussman Econometrics Advisors, the investment advisory firm that manages the Hussman Funds ( http://www.hussmanfunds.com). He holds a Ph.D. in economics from Stanford University, and a Masters degree in education and social policy and a bachelors degree in economics from Northwestern University. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. In the mid-1980's, Dr Hussman worked as an options mathematician for Peters & Company at the Chicago Board of Trade, and in 1988 began publishing the Hussman Econometrics newsletter. Virtually all of Dr. Hussman's liquid assets are invested in the Hussman Funds.
Note: Dr. Hussman is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Dr. Hussman's public commentary.
James Gruber is a 15-year veteran of Asian financial markets. Through this time, James has covered Asia as a leading Fund Manager, stockbroking analyst and journalist. Most recently, he spent two years as a Portfolio Manager for Asian Equities at AMP Capital, which manages Asian and China A-share funds totalling US$1bn. The performance of the China A-share fund was ranked no. 1 globally over one and two years during this time there.
For five years prior to this, James was a Research Analyst at Asian brokerage, CLSA, where he covered multiple sectors in Hong Kong, Singapore, Australia, Malaysia and Indonesia. He was the no. 1 Asiamoney ranked analyst for the materials sector in Indonesia in 2007. He was also ranked by Asiamoney as the 13th best overall analyst in Australia in 2009.
And in a former life, James was a television and radio news journalist at the Australian Broadcasting Corporation. He founded Asia Confidential in July 2012.
James is a highly sought-after contributor to financial publications including Forbes, Zero Hedge and Financial Sense as well as a regular guest on CNBC.
He is also an occasional contributor to the highly regarded institutional research firm, Forensic Asia.
Emmanuel Marot graduated from leading French Business School ESCP with a major in Computational Finance and a MBA exchange from University of Washington.
He previously co-founded and managed three startups, all in the Internet field, and all with successful exits; the last one being a mobile search engine that served billion queries in over 10 countries and was subsequently sold to Microsoft Corp.
An ‘accidental quant’, Emmanuel now focuses on merging sound mathematical principles with his Internet data mining experience to create new stock market investment strategies.
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.
Bachar Samawi is Founder of Bachar Samawi Ventures (http://www.samawi.net).
Bachar Samawi has 29-years international experience in finance, trading, new business development, private equity and investment management, spanning multiple sectors including Banking, Energy, Technology, Agro, Industry, Healthcare and Real Estate.
As Chief investment Officer for one of Qatar Holding’s international $5 Billion subsidiary partnerships (Qatar Holding / Qatar Investment Authority is the $250 Billion Qatar Sovereign Wealth Fund), Mr. Samawi was primarily responsible for evaluating and determining investment opportunities (which include Healthcare, Banking, Energy, Agriculture, and other), as well as launching projects with expected private equity requirement in excess of $100 Million per project. To such effect, Mr. Samawi deployed his Wall Street experience to lead meetings and negotiations with all stakeholders, including government officials and ministers, major banks, investors, financiers, international organizations, global corporations, diplomatic missions, and more.
As Vice Chairman of the Board of Directors and Managing Partner for Caltech Developments Limited - Your Global Partner in Energy, Mr. Samawi led strategy & structuring on multi-billion dollar long-term crude oil refining supply negotiations.
Mr. Samawi held senior level positions with multi-Billion dollar institutions in the USA and the Middle East including National Energy Group in the Washington DC area (non-regulated subsidiary of $18 Billion Pacific Gas & Electric), where he built the power trading department, Sanwa-BGK in New York (US Primary Dealership subsidiary of Sanwa Bank, which later merged with Tokai Bank and Mitsubishi Tokyo Financial Group, to become today’s $75 Billion Mitsubishi UFJ Financial Group), where he co-founded the Fixed Income OTC Options department, and other international holding companies (diversified in Banking, Industry, Real Estate, Services and Trade).
His responsibilities included launching new businesses, setting up departments generating income in excess of $100 Million annually, negotiating and securing partnerships with Top Five international conglomerates in Energy and Finance, advising Board of Directors on Strategic Ventures, acting as Interim CEO, trouble-shooting and turning around struggling businesses, optimizing financial and real estate portfolios, and more.
Samawi graduated from Yale University with a double major in Computer Science and Economics. He has also completed numerous certifications in Finance and Management & Leadership training and is fluent in English, French and Arabic. Samawi has also authored numerous articles and white papers, and has given speeches throughout the world including France, Germany and the USA.
Hi! I am Erik L. van Dijk, principal at LMG Emerge.
LMG Emerge is an internationally-operating institutional investment consultant with offices in the Netherlands and at Mauritius. Our clients are pension plans and other institutional investors, family offices and HNW individuals.
In close collaboration with our backbone partners LMG Capital (investment banking and private equity solutions), LMG Glocal (distribution and private client investment advice/tailor-making), Emirates NBD (MENA and Islamic Finance), Invest AD (Frontier Markets) and Banque Privee Edmond de Rothschild (Developed Markets) we can offer global investment solutions to well-informed investors.
We do advise on a set of Luxembourg-domiciled and regulated investment funds (NHS LMG GLOCAL Funds; in close collaboration with Novacap AM) through which we roll out our fund-of-fund based investment concept.
Key element of our top-down approach is the asset allocation system that we built in close cooperation with Noble Prize Winner dr Harry Markowitz. During the last 5 years we have expanded the system in terms of number of asset classes and countries covered.
With now about 100 nations covered by the system, we have established ourselves a reputation as Emerging Markets specialists. We believe that the role of New Economies has become ...More much more important. Not just in terms of our money flowing into those economies, but also the other way round with wealth funds and other big investors from those countries investing here. Either through portfolio investments or M&A's.
We also provide our clients with asset manager selection services. Our recommendations are independent and transparent and based on thorough analysis of our manager database that contains more than 4,000 international managers with on average 5-10 products/strategies each. Our database backbone partners are eVestment Alliance (US) and Camradata (UK).
We believe in active management when possible and passive solutions when necessary. Part of our so-called GLOCAL approach is also that believe that local managers are best-equipped to capture the low-hanging fruits in markets.
Five Plus Investor is business owner and an avid follower of the stock market, managing seven different types of portfolios for family and friends. Five Plus Investor invests in multiple types of investments, with the goal of achieving relatively high dividend yield that has a reasonable margin of safety. She enjoys contributing to Seeking Alpha as she has time, with her core audience being new investors and retirees.
Frank Holmes is CEO and chief investment officer of U.S. Global Investors, Inc., a boutique investment advisory firm based in San Antonio that manages domestic and offshore funds specializing in the natural resources and emerging markets sectors. The company’s no-load mutual funds include the Global Resources Fund (PSPFX), the World Precious Minerals Fund (UNWPX) and the Gold and Precious Metals Fund (USERX). For more insight and perspective from Mr. Holmes, please visit his investment blog, “Frank Talk” (http://www.usfunds.com/investor-resources/frank-talk/).
Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA. He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app. He offers four free weeks to his weekly Best Stocks Now to Seeking Alpha readers at gundersoncapital.com
He also hosts a daily stock market radio show that is syndicated nationwide on the Salem Broadcast Network. Bill has appeared on the Fox Business Channel and on Bloomberg Radio numerous times.
He has been published in Barron's, Forbes, TheStreet.com and numerous other publications i.e. Los Angeles Business Journal, San Diego Union Tribune, Phoenix Business Journal, Salem News, Rochester Business Journal, and many others.
He can be reached at gundersoncapital.com or by calling (855)611-BEST.
Wealthfront is an online financial advisor that manages your investments for you so you can live your life. Its Upfront Blog offers news and information for the next generation of investors.
An SEC registered investment adviser, Wealthfront provides sophisticated investment advice at 75% lower fees than typical financial advisors. The company's investors include Marc Andreessen, Jeff Jordan, DAG Ventures, and retired partners from Benchmark Capital and Kleiner, Perkins, Caufield & Byers.
Jeff Paul has been investing since his teen years, though his professional career has been in software engineering and education. His math classes participated in online stock market challenges, providing an opportunity to share his enthusiasm for investing with his students and the chance for them to learn the fundamentals and try to identify the next big stock (they found Google). He recently completed an MBA at Portland State University with a focus on finance, and is currently a Senior Investment Analyst at a wealth management firm.