Macroeconomic capital markets strategist; and economic development advisor/consultant to the Government of Iraq. Over twenty years experience in the financial markets as fixed income, currencies, and commodities specialist, portfolio strategist, yield curve analyst, and key institutional client relationship manager with top tier, bulge bracket New York investment banks.
I'm a CFA Charterholder and hold an MBA in Finance.
I spend a large amount of my free time analyzing and investing in energy companies of varying size. I'm currently covering oil and gas producers in the Permian Basin and the Eagle Ford. I try to provide quarterly coverage for several companies. I also look at oil and gas producers globally, in search of strong value plays. Anytime I find one, I write about it.
I will do my absolute best to provide quality research for you to consider in your investment decisions. However, I suggest you consult with your financial advisor prior to taking any action after reading an article, comment, private chat, or any other communication that I wrote. I urge you do your own research and draw your own conclusions prior to taking any action. My articles or comments are your starting point for your research. After you enter a trade, you are on your own to enter, exit, or take no action on the trade. I am not liable for actions you take after reading something that I wrote.
My background includes education in petroleum engineering and business and 15 years working with producers, midstream operators and utilities to bring oil and gas from the reservoir to the consumer. I understand in detail the full life cycle and value chain of oil, gas, and NGLs, from the physics of permeability and extraction to the economics of refinery turnarounds and utility load profiles.
I am interested in bringing focused, in-depth understanding to issues related to oil and gas investing. Industry expertise and a true understanding of how oil and gas is discovered, produced, processed, transported, marketed and consumed are vital to valuing investment opportunities in the fossil energy space.
Check out my comprehensive MLP report here: http://level2energy.com/mid-stream-energy-fundamentals/
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
Click on the Computers and Networking category and you'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a former clinical psychologist, and retired administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Occupation: Data Ferret
Location: Your Neighborhood, State of Confusion
Introduction: Intelligence gathering, analytics, predictive simulation, management consulting.
Interests: Capital Markets, Eurodollar, FX, CDS, Interest Rate Swaps, Keep your eyes peeled to the sky, it isn't falling, but you really should look up, cause it could be a name brand, getting ready to pancake you.
Favorite Movies: Hollywood is producing nothing but crap these days.
Favorite Foreign Films: Cinema Paradiso, Subway, Jean de Florette & Manon of the Spring
Favorite TV: Better Call Saul, NCIS, Major Crimes, Silicon Valley, Halt & Catch Fire, The Leftovers, Grimm.
Favorite Music: Anything except some country western and most rap.
Favorite Books: Reminiscenes of a Stock Operator - Edwin Lefevre, The Nature of Deference & Demeanor - Irving Goffman, The Stand - Stephen King.
I have been a successful Private Investor in the market for the last 17 years. My focus has mostly been on the Tech/Internet sector since I started, but 12 years ago I also got extremely interested in the Gold and Silver sector.
I believe in buying value, and not chasing the next hot stock. I use several basic investing principles, the main one being buying the balance sheet. I wait for opportunities to present themselves and then buy in. I believe in doing your research, and I have a very research intensive focus.
Andreas F. Clenow, CMT is the Chief Investment Officer of ACIES Asset Management with headquarters in Zurich, Switzerland which he joined after having successfully established his own hedge fund. He specialises in developing and trading quantitative strategies across all asset classes. Prior to his role as a hedge fund trader he had a lightning career with Reuters, where he as Global Head of Equity and Commodity Quant Modelling was one of the youngest ever in such a role. He was also the Global Head of Institutional Charting and Technical Analysis for Equis International before departing for the hedge fund world. He received his M.Sc. from Gothenburg School of Economics and Commercial Law. Currently residing in Zurich he is married and has one son.
Professionally, I have done a bit of everything in my long life, from playing rock and roll, to developing software, and running a successful entrepreneurial business. But I am best known as a writer of bestselling books about business and health. I write under a pseudonym here on Seeking Alpha because that way I know readers will evaluate my work strictly on the basis of what I actually said rather than who I am.
Scott Grannis was Chief Economist from 1989 to 2007 at Western Asset Management Company, a Pasadena-based manager of fixed-income funds for institutional investors around the globe. He was a member of Western's Investment Strategy Committee, was responsible for developing the firm's domestic and international outlook, and provided consultation and advice on investment and asset allocation strategies to CFOs, Treasurers, and pension fund managers. He specialized in analysis of Federal Reserve policy and interest rate forecasting, and spearheaded the firm's research into Treasury Inflation Protected Securities (TIPS). Prior to joining Western Asset, he was Senior Economist at the Claremont Economics Institute, an economic forecasting and consulting service headed by John Rutledge, from 1980 to 1986. From 1986 to 1989, he was Principal at Leland O'Brien Rubinstein Associates, a financial services firm that specialized in sophisticated hedging strategies for institutional investors.
Visit his blog: Calafia Beach Pundit (http://scottgrannis.blogspot.com/)
Legendary investor Jeremy Grantham serves as Chairman of the Board of Grantham, Mayo Van Otterloo (GMO) and oversees quantitative products and investment strategies. Before GMO’s founding in 1977, Mr. Grantham was co-founder of Batterymarch Financial Management. Prior to helping found Batterymarch, he was a portfolio manager at Keystone Custodian Funds, a management consultant with Cresap McCormick & Paget, and an economist with Royal Dutch Shell. Mr. Grantham earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School.
Note: Mr. Grantham is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Mr. Grantham's public commentary.
Visit GMO (http://www.gmo.com/)
Ben S. Bernanke is a Distinguished Fellow in Residence with the Economic Studies Program at the Brookings Institution. From February 2006 through January 2014, he was Chairman of the Board of Governors of the Federal Reserve System. Dr. Bernanke also served as Chairman of the Federal Open Market Committee, the System's principal monetary policymaking body.
Before his appointment as Chairman, Dr. Bernanke was Chairman of the President's Council of Economic Advisers, from June 2005 to January 2006. He had already served the Federal Reserve System in several roles. He was a member of the Board of Governors of the Federal Reserve System from 2002 to 2005; a visiting scholar at the Federal Reserve Banks of Philadelphia (1987-89), Boston (1989-90), and New York (1990-91, 1994-96); and a member of the Academic Advisory Panel at the Federal Reserve Bank of New York (1990-2002).
From 1994 to 1996, Dr. Bernanke was the Class of 1926 Professor of Economics and Public Affairs at Princeton University. He was the Howard Harrison and Gabrielle Snyder Beck Professor of Economics and Public Affairs and Chair of the Economics Department at the university from 1996 to 2002. Dr. Bernanke had been a Professor of Economics and Public Affairs at Princeton since 1985.
Before arriving at Princeton, Dr. Bernanke was an Associate Professor of Economics (1983-85) and an Assistant Professor of Economics (1979-83) at the Graduate School of Business at Stanford University. His teaching career also included serving as a Visiting Professor of Economics at New York University (1993) and at the Massachusetts Institute of Technology (1989-90).
Dr. Bernanke has published many articles on a wide variety of economic issues, including monetary policy and macroeconomics, and he is the author of several scholarly books and two textbooks. He has held a Guggenheim Fellowship and a Sloan Fellowship, and he is a Fellow of the Econometric Society and of the American Academy of Arts and Sciences. Dr. Bernanke served as the Director of the Monetary Economics Program of the National Bureau of Economic Research (NBER) and as a member of the NBER's Business Cycle Dating Committee. In July 2001, he was appointed Editor of the American Economic Review. Dr. Bernanke's work with civic and professional groups includes having served two terms as a member of the Montgomery Township (N.J.) Board of Education.
Dr. Bernanke was born in December 1953 in Augusta, Georgia, and grew up in Dillon, South Carolina. He received a B.A. in economics in 1975 from Harvard University (summa cum laude) and a Ph.D. in economics in 1979 from the Massachusetts Institute of Technology.
Dr. Bernanke is married and has two children.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
Tim McPartland is a private investor with over 45 years of investment experience. Additionally he is the editor, and former owner, of The Yield Hunter, a website devoted to the hunt for income producing securities of all types, but in particular specializing in preferred stocks, exchange traded debt and Master Limited Partnerships.
Hale Stewart spent 5 years as a bond broker in the late 1990s before returning to law school in the early 2000s. He is currently a tax lawyer in Houston, Texas. He has an LLM from the Thomas Jefferson School of Law in domestic and international taxation where he graduated Magna Cum Laude and is also a Chartered Asset Manager, Chartered Wealth Manager and Chartered Trust and Estate Planner from the American Academy of Financial Management. He is the author of the book US Captive Insurance Law. You can read him daily at the XE.com currency blog (http://community.xe.com/blog/xe-market-analysis).
Institutional investment manager authoring on a variety of topics that pique my interest, and could further discourse in this online community. I hold an MBA from the University of Chicago, and have earned the CFA designation.
My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
Harry studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning New Science of Finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.
Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/FN. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”
Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated “Boom” of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster). In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.
In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.
In The Great Crash Ahead, he outlines how this next great crash is likely to unfold in the coming months. He explains why there is nothing the government can do to protect us as deflation takes hold of the economy.
Harry’s latest book, The Demographic Cliff, How to Survive and Prosper During the Great Deflation of 2014–2019, shows why we’re facing a “great deflation” after five years of stimulus — and what to do about it now.
Today, he uses the research he developed from years of hands-on business experience to offer readers a positive, easy-to-understand view of the economic future.
Harry got his MBA from Harvard Business School, where he was a Baker Scholar and was elected to the Century Club for leadership excellence.
Peter George Psaras, has been investing for over 40 years and has expertise in the following:
1) Quantitative Analysis
2) Qualitative Analysis
3) Macro Economic Analysis
4) Technical Analysis
5) Stock Market History
He is the CEO at Conservative Equity Investment Advisors, a registered investment advisor based in New York.
As a profession, I am working as an asset manager for a major pension fund. My investment style, which is also reflected in my private blog that I have been running for a couple of years (originally in German, now in English), is pure top-down, macro-driven. What you therefore will not get from me as opposed to many other contributors is any particular stock-pick. Instead I focus on the major asset classes or regions, which can be traded through ETFs, like whether I prefer US Treasuries or High Yield or equities, whether rather US or Emerging Market equities and only occasional which industry sector, but no single stock.
I have more than 5 years experience investing in commodities and hard assets such as gold and silver miners, exploration companies, oil and gas producers, platinum, palladium and more.
Mr. Judkowski is a managing member of Waterloo International Advisors, LLC. He co-managed a short-biased hedge fund from 2000-2013. Over a 20 year period, Mr. Judkowski published short sell reports (The Accounting Workout (1993-1994) and The Short Seller’s Report (1996-2006)) and co-published red flag newsletters (Balance Sheet Watch (1998-2006) and Earnings Workout (2011-2012)).
His firm currently serves as sub-advisor to Logan Capital Management, which offers a long/short strategy through separately managed accounts and a mutual fund.
For more information, visit www.logancapital.com or www.logancapitalfunds.com
After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; I have pretty much "been there and done that" at one point or another. I am currently a silent partner for an RIA in Houston, Texas.
The majority of my time is spent analyzing, researching and writing commentary about investing, investor psychology and macro-views of the markets and the economy. My thoughts are not generally mainstream and are often contrarian in nature but I try an use a common sense approach, clear explanations and my “real world” experience in the process.
I am the Chief Editor of the REAL INVESTMENT REPORT, a weekly subscriber based-newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to your money and life.
I also write a daily blog which is read by thousands nationwide from individuals to professionals at www.realinvestmentadvice.com.
Mercenary Trader (www.mercenarytrader.com) was created by traders, for traders. We are aggressive swing traders who routinely combine fundamentals, technicals and sentiment with deep awareness of global macro and rigorous analysis of individual equities.
See all of our content, including free educational materials on the theory and practice of trading, at www.mercenarytrader.com
I've trades options and futures for about two years. I also consult for determining strategic and tactical allocations for a variety of investors, and have done so for six years through my company, Radiant Financial Solutions. It is far more common for me to invest using ETFs, closed end or open end mutual funds rather than dealing in individual securities. Please contact me if you'd like to learn more about engaging my services.
My credentials include CFA, Master in Financial Engineering as well as Applied Economics from University of Michigan, Ann Arbor. I currently live with my wife and two kids in Scottsdale, Arizona.
We enjoy hiking, travel, cooking, and hockey.
A lifelong student of the markets, speculator, and investor, decades of experience have forged Adam into a hardcore contrarian. He believes in buying low when others are afraid, then later selling high when others are brave. He founded the financial-market research company Zeal LLC, and continues to write acclaimed weekly and monthly subscription newsletters.
Editor for The Biotech Forum, the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade.
Please go to biotechforumsa.com for more on the Biotech Forum service available through SeekingAlpha. For Free Investment Reports on a variety of topics go to bretjenseninvests.com
Marc Schober is the editor of Farmland Forecast (http://www.farmlandforecast.com/) and a Director at Colvin & Co. LLP. Mr. Schober researches the investment opportunities in farmland and agriculture and has been featured in many financial publications and conferences.
Dr. Stephen Leeb is a recognized authority on the stock market, macroeconomic trends and commodities, especially oil and precious metals.
Dr. Leeb is founder of the Leeb Group, which publishes a line of financial newsletters including The Complete Investor, Leeb Income Performance Letter, Leeb Income Millionaire, Brain Trust Profits, Leeb's Real World Investing and Leeb's Aggressive Trader. His total readership exceeds 100,000. The Complete Investor newsletter has earned two awards for Editorial Excellence, as has Leeb Income Performance.
Dr. Leeb is also Chairman and Chief Investment Officer of a New York-based registered investment advisory firm. Dr. Leeb has been managing large cap growth portfolios since 1999.
Dr. Leeb sits on various boards sharing his strategic perspectives on financial markets and natural resources. Since 2008, Dr. Leeb has been a Director of Plain Sight Systems, a technology holding company centered at Yale University. Plain Sight owns a world-class patent portfolio in areas such as information organization/search, computational analytics, electro-optics, and spectroscopy. These technologies are licensed to Fortune 500 companies and used as part of private buyouts and venture spin-offs.
As part of Plain Sight, Dr. Leeb also sits on the board of Water Intelligence plc, a publicly listed company in England, operating in the water management space and Deep Markets Corporation, a division of Plain Sight developing next generation risk management applications.
Dr. Leeb is also Head of the Advisory Board of Leor Exploration & Production LLC (since 2006 - present) and a member of the advisory boards of Electrum USA Ltd. (since 2007) and Los Gatos. Each of these companies explore for natural resources, especially precious metals and energy.
Dr. Leeb is the author of eight books on investments and financial trends. His latest book, Red Alert: How China's Growing Prosperity Threatens the American Way of Life (Business Plus, 2012) predicts China's coming global domination.
An earlier book, The New York Times best seller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel (Warner Books, 2006), predicted that tightness in global energy supplies would cause the American economy to oscillate between periods of recession and high inflation this century.
Dr. Leeb’s best seller, The Oil Factor: Protect Yourself and Profit from the Coming Energy Crisis (Warner Books, 2004), outlined the relationship between oil prices and stock market performance and accurately predicted the subsequent surge in oil prices. The book was rated among the top investment books of the year by Stock Trader's Almanac 2005.
His earlier best seller, Defying the Market: Profiting in the Turbulent Post-Technology Market Boom (McGraw-Hill; 1999) predicted the collapse of technology stocks and the growing importance of oil, and other hard assets during the 21st century. The book was selected by Library Journal as one of the Best Business Books of 1999.
His first book Getting in on the Ground Floor (Putnam, 1986) predicted the secular bull market in financial assets and the fall in inflation. The book was a main selection of the Money Book Club.
Dr. Leeb earned his Bachelor's degree in Economics from the University of Pennsylvania's Wharton School of Business. He then completed both a Master's degree in Mathematics and a Ph.D. in Psychology at the University of Illinois.