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
John Mauldin is a renowned financial expert, a New York Times best-selling author, and a pioneering online commentator. Each week, over 1 million readers turn to Mauldin for his penetrating view on Wall Street, global markets, and economic history.
Mauldin’s weekly e-newsletter, Thoughts from the Frontline, was one of the first publications to provide investors with free, unbiased information and guidance. Today, it is the most widely distributed investment newsletter in the world. Mauldin also offers The Mauldin Circle, a free service that connects accredited investors to an exclusive network of money managers and alternative investment opportunities. (In this regard, he is President and a Registered Representative of Millennium Wave Securities, member FINRA, please see legal disclosures).
Mauldin is a frequent contributor to publications including The Financial Times and The Daily Reckoning, as well as a regular guest on CNBC, Yahoo Tech Ticker, and Bloomberg TV. He also edits the free weekly e-letter Outside the Box.
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
I am generally a long term investor looking for macrotrends which I believe may play out over the course of several years. While I look at a lot of varying criteria in researching potential investments, I'm more aligned with the analytics involved with investing. Although it's not always a sureguard in shorter time frames, I believe over the longer course of time, valuations and earnings power always determine the path stocks trade. As such, I am value driven and look more at companies trading at discounts to growth rate and earnings power, especially if it's currently being discounted by the market.
While I track many different industries, I'm currently have a China centric focus believing the long term macro trend of its population entering the middle class is in its early cycle. As China's gdp per capita increases, discretionary buying power among its middle class should increase at a higher exponential rate. As a result, larger well known companies are poised to profit from this cycle.
In addition, I may focus much of my writing on the solar sector for a few key reasons. First the solar sector is widely misunderstood. Second, many companies which operate within the sector are extremely transparent in operating structure. Lastly and more importantly I believe in the longer term prospects for the industry because the economics can be justified when looking at longer trend patterns.
Articles posted here are the result of earnings analysis presented on www.heliosq.com. It is a website designed to promote a better understanding of Chinese solar companies listed on the U.S. exchanges.
I have a Masters Degree in Finance so my articles will be very much numbers driven.
My goal here and on my website are to provide a better understanding of Chinese solars. Most of the research is a result of accumulation of detailed operational metrics. Any stock price projections are strictly theoretical based on assumptions presented in a particular article. In the real world, results can vary wildly.
From time to time articles will be written on tech stocks - my first great investment interest.
Please note that it is important for each investor to perform their own due diligence prior to investing in any stock. For the novice investor, advice from an investment professional is recommended.