I spent eight years at Bank of America in New York (1978-86) covering Wall Street, then moved to Moody's Investors Service where I worked for 22 years, covering banks, sovereigns and corporates. I chaired the Credit Policy Committee for four years. I retired in 2007 as vice chairman. PLEASE FOLLOW ME ON TWITTER: @christophermah3 My philosophy: I am a libertarian, a market monetarist, an admirer of Fisher, Friedman and Minsky. I believe in a strong safety net and strict regulation of the financial system. I support most of Dodd-Frank. I think that the world's #1 problem today is inadequate inflation and nominal growth. I believe that the Fed should have two mandates: financial stability, and a nominal output target. I follow Scott Sumner and the other market monetarists. I respect Krugman as a brilliant economist who happens to be a leftist. In addition to publishing at Seeking Alpha, I have my own financial blog at http://capitalismandfredom.blogspot.com
I am a former financial services professional with over 25 years of experience serving clients across a broad range of industries. I have advised on over $40 billion of transactions, including mergers & acquisitions, equity offerings, debt offerings, and hostile transactions.
My thoughts on investing.
Many investors are lazy. It takes time, energy and know-how to properly research and analyze an investment opportunity. I don’t invest my hard-earned money with my eyes closed or with hope that the herd on Wall Street will lead me in the right direction, and you shouldn't either.
I try to carefully trade weekly & monthly stock options with expertise in mining companies & traditional manufacturers. Speak & write fluent Portuguese and speak good Spanish. Resided twice in Brazil and once on Guam Island. Employed at the same large foreign-owned Distribution Center the past 15 years & completely 100% Pro-NAFTA. Smart individual investing is the preferred solution to improving one's economic future, as opposed to vast & vague government handouts. Seeking Alpha is the #1 best financial blog because of honest opinions & superb organization.
At Integer Investments we focus on US and European equities with a value/GARP strategy. Most articles are written by our portfolio manager Cristiano Bellavitis, Ph.D. Articles written by our analysts will be signed at the top. To view the profile of our analysts please visit our website.
Cristiano is also an Assistant Professor at the Auckland Business School (New Zealand). He earned a Ph.D. from Cass Business School, City University of London. He applies academic rigour to our investment strategy.
If you want us to follow certain stocks or if you are interested to learn more about Integer Investments feel free to get in touch.
Adam has over twenty five years’ experience in capital markets and investment management, in a career that has involved proprietary trading desks, commodity trading advisors, sovereign wealth funds and private offices. During this time he has had trading book P&L responsibility, in addition to setting up and managing offices of regulated global financial entities in the UAE.
Dr. Hirschberger is a Principal and the CEO of Strategic Min-Metals, AG, Vienna, a niche company focused on the exploitation of Minor Metals in selected countries. He previously organized and operated Global Min-Metal Holdings, SA, an exploration/mining company, developing Manganese ore principally in Panama. He also served recently as an independent director of a TSX-listed exploration company with Antimony interests.
He held various positions with the Wall Street firms of White, Weld & Company, Northern Trust, Societe Générale S.A. in New York and his own firm, Healthcare Capital Group, based in Geneva, Switzerland. He served as a senior analyst; Managing Director in Corporate Finance, and a venture capitalist focused on early stage medical device and specialty pharmaceutical companies, respectively.