Just a guy who is curious about the financial market movement. Majored in Mechanical Engineering from Nanyang Technology University and Master of Commerce (Applied Finance) from University of Adelaide. Completed CFA Level 1 and Financial Risk Manager Worked in Jabre Capital Partners (Multi-Strategy Hedge Fund) and Tahan Capital Management (Credit-Macro Hedge Fund)
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Greg Troccoli – Co-Founder Partner Greg is the founder of Chartlabpro.com, and has been providing institutional quality technical analysis for over 25 years. A majority of Greg’s career was spent at Prudential Securities, where he held the position of Chief Technical Analyst, covering all global markets. He in addition spent many years at Bear Sterns, and more recently Deutsche Bank-Americas. Greg’s research has been utilized by over 3,500 institutions worldwide, including eight central banks, proprietary trading desks and a large contingent of retail investors and financial advisors. Greg is regularly featured in the media. He is a weekly contributor on CNBC’s Fast Money, Closing Bell, Bloomberg TV and Yahoo Finance.
Louis Lukac – Head of Algorithmic Trading Louis Lukac was the former Director of Futures Research at Prudential Securities. In 1990, along with Jack Schwager he founded Wizard Trading. His pedigree includes system design while he was still an undergraduate at Purdue University. The Wizard Global Systematic Program employs computer assisted trading strategies based principally on technical analysis. Technical analysis uses internal market data (e.g., price, volume, open interest, sentiment) to determine price trends. No discretionary intervention has been utilized although the Advisor does reserve the right to utilize its discretion in extraordinary circumstances. The program uses a wide spectrum of strategies including trend following, countertrend, and pattern recognition approaches developed and streamlined over many years of research. Additionally, this program incorporates a volatility adjusted portfolio allocation method developed initially by Louis Lukac and Jack Schwager. The program attempts to optimize position size on a daily basis based on the relative volatility of multiple market sectors across previous time periods. Market sector allocations are based on several criteria, including historical profitability, sector balance, and liquidity.
Mark's mutual fund is launching December 15, 2011.
He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund.
His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639).
With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
Cited by Barron's as one of the top financial websites to visit on the weekend, Financial Sense (www.financialsense.com) provides educational resources to the broad public audience through a daily podcast, editorials, current news and resource links on salient financial market issues. Begun in 1985 as a local talk radio program, Financial Sense Newshour (www.financialsense.com/financial-sense-newshour) is a weekly webcast with host Jim Puplava and top financial thinkers. Writing staff of Financial Sense includes: Jim Puplava, Chris Puplava, Ryan Puplava, and Cris Sheridan.
Edward Harrison is the founder of the blog Credit Writedowns (www.creditwritedowns.com) and is a finance specialist at Global Macro Advisors. Previously, Edward was a strategy and finance executive at Deutsche Bank, Bain, and Yahoo. He started his career as a diplomat and speaks German, Dutch, Swedish, Spanish and French. Edward holds an MBA from Columbia University and a BA in Economics from Dartmouth College. Follow him on Twitter at twitter.com/edwardnh. Contact him at edh at creditwritedowns dot com as that's the only mailbox he reads regularly.
Michael T. Snyder is a graduate of the McIntire School of Commerce at the University of Virginia and has two law degrees from the University of Florida. He is an attorney that has worked for some of the largest and most prominent law firms in Washington D.C. and who now resides outside of Seattle, Washington. He is a very active blogger and is also a respected researcher, writer, speaker and activist. You can follow him on The Economic Collapse blog: http://theeconomiccollapseblog.com/
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)
Leigh Drogen is the Founder and CEO of Estimize.com and Forcerank.com. Estimize is an open financial estimates platform which facilitates the aggregation of fundamental estimates from independent, buy-side, and sell-side analysts, along with those of industry experts and private investors. By sourcing estimates from a diverse community of individuals, Estimize provides both a more accurate and more representative view of expectations compared to sell side only data. Leigh started his career as a quant trader at Geller Capital, a White Plains, NY based fund where he ran strategies that looked at earnings acceleration and analyst estimate revision models, as well as price momentum and several sentiment indicators. Leigh later went on to be the founder of Surfview Capital, a New York based asset management firm that used many of the same strategies as Geller Capital, with a focus on higher beta names on an intermediate term time frame. His educational background includes focus in economics and international relations, specifically war theory. He is a graduate with honors from Hunter College in New York City. You can contact Leigh by emailing him at Leigh@estimize.com
Sy Harding founded Asset Management Research Corporation in 1988 for the purpose of providing stock market and economic research to institutions and serious investors. Harding’s engineering background, coupled with his experience in operating high-tech businesses through numerous economic cycles, made it natural that the research involves technical analysis and charting, as well as analysis of the economic fundamentals that affect markets and individual stocks.
The firm publishes its research on its website at www.StreetSmartReport.com.
Harding is frequently ranked highly in the ‘Top Ten Market Timers in the U.S.’, and is quoted frequently in the financial media.
He wrote the timely 1999 book Riding the Bear – How to Prosper in the Coming Bear Market, which accurately predicted the 2000-2002 bear market. It also introduced Sy’s remarkable Seasonal Timing Strategy, which more than doubled the performance of the S&P 500 and Nasdaq in the nine years since, without a single down year even in the serious 2000-2002 bear market.
He has a new book out ‘How to Beat the Market the Easy Way’, which reveals several new seasonal timing strategies, from short-term to long-term, which have a history of out-performing the market, while exposing investors to less than 50% of market risk.
Cliff Wachtel, CPA, is currently the Director of Market Research, New Media and Training for Caesartrade.com, a fast growing forex and CFD broker. He covers a variety of topics including global market drivers, forex, currency hedged and diversified income investing, and is currently working on a unique project related to that asset class - MLPs.
He is also the author of The Sensible Guide To Forex, and publisher of thesensibleguidetoforex.com. Both the book and website are uniquely dedicated to providing safer, simpler ways for active traders and passive long term income investors to use forex markets to diversify out of currencies like the USD, EUR, JPY, and others that are being debased by central bank policies, and so hedge currency risk and boost returns.
Since the Great Financial Crisis began in 2007, Cliff was among the first financial writers to focus on stocks that provide steady, high yields currency diversification for insurance against currencies being steadily devalued. Articles focus on both top income stocks for exposure to multiple quality currencies, and safer, simpler less demanding types of longer term forex trades than commonly covered on other forex sites.
He also posts a variety of articles on topics ranging from weekly strategic global market analysis, conservative forex trading, assorted special reports, currency diversified income investing, binary options, and trader training articles via multiple websites. His home sites include: globalmarkets.anyoption.com, thesensibleguidetoforex.com, caesartrade.com, globalmarkets.com, and others. Most can also be found at leading financial websites like seekingalpha.com, businessinsider.com, and forex sites like forexfactory.com and fxstreet.com. His work is regularly translated into numerous languages, including Spanish, French, Italian, Turkish and Russian, Arabic, German, and Chinese, often with his express knowledge and permission!
He has appeared in a variety of offline publications including Forex Journal, and John Nyaradi’s book, Super Sectors, in which he was interviewed along with other market experts like Jim Rodgers, Dr.Marc Faber, John Mauldin, Robert Prechter, and Tom Lydon.
Prior to his current positions, he was Chief Analyst at avafx.com, and a 30+ year financial market veteran as investor, trader, writer, analyst and advisor to private clients and institutions. He attended Vassar College and Cornell University, and is a certified public accountant.
He’s married with 5 children and lives in Jerusalem, Israel, where he can follow Asian markets in the early morning, Europe through the workday, and the Americas at night.
Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)
Michael A. Gayed, CFA, winner of the 2016 Dow Award and 2015 NAAIM Wagner Award, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts according to its ATAC strategies. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners. He has re-released his father's 1990 book Intermarket Analysis and Investing, now available on Amazon.com.
I am a long-time individual investor with an engineering degree and an MBA. I worked in aerospace-defense for 15 years and have spent the last decade or so working for a large financial services firm. This academic, work and investing background helps me cast an informed eye on tech stocks, the stock market and the economy and also provides the skills needed to write the software that supports the various parts of the Trade-Radar.com website as well as the Trade-Radar Stock Inspector "Total Stock Analysis" software.
Visit his blog: http://blog.trade-radar.com
Download the Trade-Radar Stock Inspector software: http://trade-radar.com/download/download.html
Visit Trade-Radar AlertHQ for free stock picks: http://trade-radar.com/AlertHQ/AlertHQ.html
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/)
Daryl Montgomery is the organizer of the New York Investing meetup, a 7,000 member educational group that provides the public with unbiased stock, bond, currency and commodity market information. For details, see: http://ow.ly/Y6CNhT (it's free to join). The group is the largest investing meetup in the world. It holds monthly general meetings, offers small classes on investing topics, has webinars and provides individual tutoring.
Montgomery, a former professor and expert witness in court cases on data reliability (up to the Supreme Court), has written a number of books on investing and approximately 700 articles on financial topics. He was formerly the chief blogger for the "Helicopter Economics Investing Guide". He has done extensive research on optimal use of technical indicators. Montgomery has never worked for, nor has any association with any Wall Street company and this allows him to bring an independent perspective to market analysis.
The New York Investing meetup's strength is in calling market turns. It called the top in gold and silver in March 2008 and the exact day of the oil bottom in February 2009 and almost the exact peak price in Silver in 2011. The group went to an all-cash position starting in September 2015. The New York Investing meetup uses its own approach to technical analysis and currently has access to a proprietary model that predicts tops and bottoms in stocks and commodities.
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
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.
John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (UCLA) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in Japanese and was trained as a domestic Japanese research analyst and money manager. In 1977 Thomas became the Tokyo correspondent for The Economist magazine and the Financial Times of London. Thomas traveled extensively throughout Asia, interviewing premiers, presidents and prime ministers, writing on macroeconomic trends, and producing countless features about individual companies. Thomas witnessed China’s cultural revolution and was one of the first American correspondents to enter China prior to the U.S. normalization of relations. Thomas authored several books about the Japanese financial system still in use by business schools today. In 1983 Thomas joined a top US investment bank in New York with the mandate to develop an international equity business for the firm. In 1985 he moved to London, England to establish a presence in Japanese equity derivatives for the firm. In 1989 Thomas was appointed a director of one of the big three Swiss Banks with a mandate to design sophisticated hedging strategies for the bank’s considerable holdings of Japanese equity warrants and convertible bonds. With the invasion of Kuwait by Iraq, Thomas was drafted by the US Marine Corp to serve as a pilot. In 1990 Thomas became a pioneer in the nascent hedge fund industry by founding the first dedicated Japanese hedge fund. The firm managed segregated accounts for a variety of government agencies, banks, and high net worth individuals in Europe, the Middle East, and Asia. After a decade of spectacular absolute and relative performance he sold his firm in 1999 and retired to manage his personal investments in the oil and gas industry. Seeing incredible opportunities in the marketplace and yearning for the adrenaline and satisfaction offered by active management, Thomas launched a new hedge fund in 2007. In his free time Thomas is a commercial aircraft pilot, long distance hiker and mountain climber, wine collector and avid photographer.
MT Newswires (aka MidnightTrader, http://www.mtnewswires.com/) is a single-source provider of real time pre-market, regular session and after hours US and Canadian market news and trading ideas through its popular real time Live Briefs stock news service.timely trading ideas coupled with complete coverage of corporate news, ETFs, sector developments and breaking economic news. Fast, reliable, unbiased and accurate.
MT Newswires is available via iPad and desktop streaming apps.
Brian C. Rezny, CFP, President of Rezny Wealth Management, Ltd.
Rezny Wealth Management is a Fee Only Investment Advisory Firm, specializing in Portfolio Management for Pre-Retirees and Retirees. RWM is an SEC Registered Investment Advisor. Brian is also a Board Certified Financial Planner through the College of Financial Planning in Denver, Colorado.
Over the last 27 years, Brian has managed investment portfolios for pre-retirees and retirees.
Edward is a macro economist, who specializes in growth and productivity theory, demographic processes and their impact on macro performance, and the underlying dynamics of migration flows. Edward is based in Barcelona, and is currently engaged in research into the impact of aging, longevity, fertility and migration on economic growth. He is also working on a book which has the working title: Population, The Ultimate Non-renewable Resource? He is a regular contributor to a number of economics weblogs, including India Economy Blog, A Fistful of Euros, Global Economy Matters and Demography Matters. He was, in fact, a founding member of all these weblogs. Edward follows in detail the Indian, Italian, Spanish, German and Japanese economies. He also has a more than a passing interest in the economies of Turkey and Brazil and in the emerging economies of Eastern Europe. Visit Edward's sites:
Edward Hugh Too (http://edwardhughtoo.blogspot.com/)
Global Economy Does Matter (http://globaleconomydoesmatter.blogspot.com/index.html)
Demography Matters (http://demographymatters.blogspot.com/)
Sam Kirtley has been involved in investment and trading in the financial markets for a number of years and has experience in stock investment and analysis as well as options trading.
In 2009 SK Options Trading was formed to cater to clients looking to utilize options to maximize the performance of their trading/investing.
Sam & SK Options Trading can be followed on Twitter @skoptions
Particularly geared to options trading is SK OptionTrader which is a premium service offering real time options trading signals via email.
The service has been performing well with the model portfolio is up 994.38% since inception, working out as an annualized return of 56.90%. The average return of 31.4% per recommended trade includes losses and the average trade is open for 54.27 days. It total SK OptionTrader has closed 158 trades with 143 closed at a profit.
He was a founder of gold-prices.biz among other investment websites and continues to contribute regularly on these sites.
Sam has studied finance and economics and uses his knowledge along with his trading experience in his writing.
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)
Why “Playing the Ponzi”? I view the entire monetary and financial system as something of a Ponzi scheme. Starting with currency that is created as debt, and running straight through a global economic model that is based on infinite growth in a finite world. This won’t end well. I’d go a step further and suggest that our materialistic value and belief system is another way in which we’re building castles on sand… but I digress. I view our financial markets as a casino, and frankly, I like gambling. I prefer technical analysis to fundamental analysis because I find the “behavioral” side of investing more interesting than longer term projections based on financial/numerical analysis. Pictures make more sense to me than numbers. I'm dumb like that.
As for an investing “philosophy”, I believe in small/micro-caps. I believe the market rewards growth above all else, and growth is easiest (to spot, at least) and most explosive when a company is young and small. As a company matures, its growth inevitably slows. Microcap stocks tend to be extremely volatile so I believe strongly in taking profits on the way up (or exiting quickly if the entry point proves poor). I attempt to buy stocks that are pulling back in the midst of a longer term uptrend. I hold anywhere from hours to years, but usually in the 3-6 month range.
I am an amateur investment enthusiast, who has committed every investing cardinal sin at some point - and sadly, sometimes still do. Between first entering the markets in 1999, and 2002, I lost 90% of my seed money. Since then, I’ve found an approach that works reasonably well for me. My average return has been about 20% annually since 2003.
Yigal Grayeff (Twitter: @yigalgrayeff) is the manger of a music school in Jerusalem called Lenagen Bekef. Between 2011 and 2014, he was a senior news editor at Seeking Alpha, which he joined after working at venture capital firm Gemini Israel Funds for five years. Prior to Gemini, Yigal was a reporter for the Jerusalem Post - covering business and economics and later on crime - and an editor at Dow Jones Newswires in London.