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.
A regular guy (still alive from New York!) who shows how he would manage a model (not actual) portfolio for educational purposes only, my personal finances are my own business and the disclosure statement is only for the portfolio we are discussing (if an asset is held personally, I will note that in the disclosure). I give absolutely no advice, and only offer suggestions on how I could manage a portfolio. My personal portfolio and finances can change at any time, which has nothing to do with the educational value of any article.
The main reason for a subscriber to "Follow" me, especially for the model portfolios (TARP or otherwise), is to glean some knowledge to become a better investor and not simply place bets. Money management is every bit as important as any other aspect of investing, and by following a portfolio and the actions taken, you can gain some insight into a somewhat higher level of investing acumen. There are no requirements, and this is not "rocket science" - it is simply a powerful way for you to put the money you have worked hard for to work even harder for you. My message will be consistent, and my hope by doing this is to share my own experiences, illustrated in the model mock portfolios I build exclusively for Seeking Alpha. Knowledge is power, and many folks shy away from the investing world because that very world makes it more confusing each and every day in an effort to sell you something: stock picks, technical strategies, books, videos, subscriptions with "secret ideas," gadgets, and even snake oil. My promise to you is that my work here will remain free to all of my followers, with the hope of giving to you some of the things that took years for me to learn myself.
I could put on this bio my education, work experience, investment strategy, and a nice thin (if I can find one) picture of me in a suit looking *smart*. Sorry but that's not my intent here. Sure I invest, help family make financial decisions, and make a ton of mistakes along the way. But my time spent here is to give all a formula for a well rounded view of fellow investors ideas and recommendations.
My goal is to have posters and investors educate one another so that eventually everyone has the opportunity to make money !! We should all have that same end game. Put the daily noise aside and think "outside the box" !!
I find investments are very different and difficult in these extremely Interesting Times!! We hear whispers of manipulation. QE'S that have never been done before. Then we have a template experiment in Cyprus to see the worlds reaction. I just ask everyone to sit back and ask themselves " 10 years ago would we even have thought a Cyprus could occur? "
Tossing ideas around is always fun....Authors posting their links on our blog is welcomed as well. Newbies with questions are urged to post. Either you learn from the answers or have asked a question no one has thought of . Either way that is EDUCATING !!
So feel free to join us !!
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
It's always time to move on seeking a better financial knowledge base else where. My biggest achievement is the investment club I am a part of. It changes everything! My visits to Seeking Alpha are fewer and will soon become a trickle. There is so much repeated drivel one can drown himself in. The editors and those managing this site have made some recent careless choices regarding the availability of so called pro articles -- all at the same time a vast staleness of this site has set in.
History Dr. Palms:
75 year history of Palms & Company
Google Profile: http://google.com/profiles/GlobalEconomicMeltdown
Founder and Director of Gerring Capital Partners.
Publisher of Retirement Sentinel marketplace service on Seeking Alpha.
Visiting Lecturer at Ursinus College in the Department of Business and Economics.
Faculty Advisor to the Ursinus College Finance Scholars.
Have spent over 40 years in the O&G industry with special interest in technology application for improved business performance. Academic background: geology & geophysics. Professional background: seismic technology application, operations & management. Currently: independent director on the board of a leading seismic acquisition company.
Doty WindFuels is a subgroup of Doty Scientific - a small company founded by my father 30 years ago.
We are currently developing a new energy paradigm - a process for using variable renewable energy to convert CO2 into liquid hydrocarbon fuels and chemicals. The products would be called "WindFuels", because currently wind power must often be curtailed, and that energy could instead be used to power the needed chemical reactions. But despite the name, any form of electricity will serve. Nuclear, Wind, Solar, and Geothermal all will see benefits in having a completely stabilized grid which can result from an instantaneous demand response, so we offer a desperately needed solution for all forms of renewable power. The product is carbon-neutral, or incredibly low-carbon fuels.
I am an energy market analyst who works for the Doty Scientific in the Doty WindFuels group. I am invested in Doty Scientific Inc., but have no other investments other than a diversified 401K.
Matthew Bradbard serves as a Director at RCM Alternatives & Attain Portfolio Advisors. Matthew began his career in the commodities business as an advisor to clients on asset allocation and buy/sell decisions. Matthew has devised, implemented and executed trading strategies for several firms since entering the commodity business in 2001. Matthew has also managed his own global macro CTA that traded numerous futures and options strategies and operated his own Introducing Broker for 5 years. A prolific commentator, Matthew has published subject-specific articles, market commentaries, and Managed Futures educational pieces for the last decade. Matthew is frequently interviewed for his opinion on commodities and current events as they relate to commodities and their role in an investor’s portfolios.
Elliott Gue knows energy. Since earning his bachelor’s and master’s degrees from the University of London, Elliott has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities and meeting with management teams. For seven years, Elliott Gue shared his expertise and stock-picking abilities with individual investors through a highly regarded, energy-focused research publication. Elliott Gue’s knowledge of the sector and prescient investment calls prompted the official program of the 2008 G-8 Summit in Tokyo to call him “the world’s leading energy strategist.” He has also appeared on CNBC and Bloomberg TV and has been quoted in a number of major publications, including Barron’s, Forbes and the Washington Post. In October 2012, Elliott Gue launched the Energy & Income Advisor (www.EnergyandIncomeAdvisor.com), a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships. Roger Conrad also contributes analysis of master limited partnerships and Canadian energy stocks to the publication. The masthead may have changed, but subscribers can expect the same in-depth analysis and rational assessments of investment opportunities in the energy sector.
Professor Ferdinand E. Banks (BA,MSc,PhD) is the leading academic energy economist in the world. He has published prolifically, and has lectured at eminent universities and institutions in over a dozen countries, currently serving as visiting professor of oil and gas economics at the Asian Institute of Technology, in Bangkok, Thailand. Former posts include senior lecturer at the United Nations, econometrician and commodity economist with UNCTAD, and professorial fellow at the Reserve Bank of Australia, among many others. Professor Banks has twelve books published internationally, including his latest, The Political Economy of World Energy: An Introductory Textbook (http://www.amazon.com/exec/obidos/ASIN/9812700366).
Semi Retired Analyst / Trader
"Success is measured by the proper management of risk"
Work Ethic - I develop my own proprietary models for decision making.
Commodity Futures: Crude, $, Euro, Yen, S&P, Gold, 30 Yr. Bond, and Soybeans.
Experience: 30 years trading and analysis
Financed and ran my own Commodity Futures Fund in NY.
Michael J. Clark was born and raised in Sinclair, Wyoming. He is a poet, novelist, artist, historian, and market analyst. He began investing in 1985. He read ˜The Technical Analysis of Stock Trends" by Edwards and Magee and was hooked. From 1985-1987 he made astonishing gains in the stock market; and then stocks collapsed in 1987. Since then he has been attempting to 'solve the stock market', with many failures and some successes. The system he developed, called CGTS, Clark's Gate Timining System, is algorithm-based. What this fancy word means is that he proposes a series of necessary steps based on technical analysis propositions, which, when met, trigger trading signals. His four main trading systems are up a combined 31% for 2015. From his website: INVESTMENT PHILOSOPHY Now that QE is supposedly ending, markets are already becoming more tradable, with opportunities to make money on both long and short trades at the same time. QE tended to make all boats rise, except precious metals. This made it more difficult to play the short side of the markets. Now, both sides seem to be more accessible to successful trades. This will also be more of a challenge for investors. The FED will have to eventually abandon the markets to their own destinies, and stop spending trillions to protect investors AND corporations from their mistakes. As this begins to happen (I am not sure it has happened yet), informed advice will become even more necessary for investors. Rules of Investment Rule #1: Never go against the trend. The majority is often wrong; but the minority is often wrong also. The sticky issue with this advice is at transition points, at which a Bull Market turns into a Bear Market or vice-versa. Big Money often anticipates and/or causes this transition. So pay attention to what Big Money is really doing, not what they say they are doing. Rule #2: You don’t need a broker who makes his living off of your money. Most brokerage firms buy a position in a stock quietly and slowly. When the stock has appreciated significantly they add the stock to their buy recommendations. Then they begin selling their position while they are encouraging their clients to buy the stock. Most firms never issue sell recommendations. If they do, beware: they are probably trying to buy your stock after a huge sell-off. Rule #3: Watch your own emotions because they are often signaling something. When fear turns to greed and visions of unlimited wealth, we are probably near a top in a trade and we should get ready to sell. When hope and denial turn to fear and visions of an unlimited loss, we are probably approaching a bottom in a trade. (See Rule #1 however.) Rule #4: Trade with a system to complement your gut reactions. Follow the system no matter what, even if it means taking a loss. Don’t get lazy with your money and sink into denial. Use a system to help you refrain from 'playing a hunch'. Rule #5: HEDGE YOUR PORTFOLIO AGAINST LOSSES. How does one do this? By having a balanced portfolio of long and short positions. But have a system that signals both long and short positions, and keep your portfolio balanced around 50% long and 50% short. This may seem to contradict Rule #1. It does not. When something is in a long trend, something else is in a short trend. Find what is long and what is short. If stocks are long, gold or oil may be short. Use ETFs and options to help establish this portfolio balance. Our system gives trading signals every day for both long and short positions. More information on CGTS is available at: http://home.mindspring.com/~mclark7/CGTS142.htm His fine arts portfolio can be found at the following address: http://www.hoalantrangallery.com/MJC2.htm His writing portfolio can be found at: http://www.hoalantrangallery.com/MJCwriting.htm Those interested in his book "Turn Out the Lights", a description of the metaphysical causes of the 2008 financial meltdown, can access the draft at: http://www.hoalantrangallery.com/Turnoutlights.htm Michael Clark has retired after working 30 years in academia, relocated to Hanoi, Vietnam for six years, and has returned to America in 2014.
CGTS: THE NEW SCIENCE OF INVESTING
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Chris (email@example.com) is an Hon B.Sc graduate (with distinction) in Science and Economics with over 15 years in investing experience. He holds a PMP (Project Management Professional) designation. TipRanks Top 100 Blogger of 2015 (also 2013, 2014). Seeks undervalued, unappreciated value stock ideas. Follows Warren Buffett's mantra: do not lose money. For a better mobile experience on Seeking Alpha click on the top right menu icon on most browsers and select "request desktop site".
I am an active investor in crude, natural gas and gold as well as index ETF's for both commodities and stocks. I have learned a great deal about the markets over the past 38 years of 'training' and it was an expensive education. It takes about 20 years to figure out that there is very little that is rational about the markets because if they were rational, then everyone would be making money. It just doesn't work that way. An irrational market that is rising will continue to rise confounding the rational investor. When a majority of traders finally see good reasons for the excessive valuations, that is when a bull market is near it's end. Just when it all finally starts to make some sense and it looks 'safe' to be fully invested, the market will top out and die. Complacency is deadly to one's financial health!
The only thing that matters to the market is profits, not GDP, not unemployment, and definitely not how many poor people are on food stamps.
Options are for suckers. You a have few nice nice winners and a whole lot more losers. You cannot beat the time decay consistently to become an a long term winner at the options game.
A traders biggest enemy is a media that brainwashes at a conscious and sub-conscious level. The dissemination of faulty information ensures that the majority of traders will always be on the wrong side of a big move. What you think you know from reading and listening to the experts is almost always proven to wrong. The media will never tell you what you really need to know. Remember that the media is now owned by the filthy rich who are very definitely not interested in seeing you succeed at playing the markets.
An analyst or market guru who has enjoyed a good run of calling the markets successfully, will eventually suffer and even longer stretch being dead wrong. It inevitably costs their faithful followers substantial amounts of money to learn that hard lesson. Going all in based on the opinion of an analyst is a sure fire way to go eventually go broke.
BS in Economics, MA in Public Policy (International Economics). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. At the end of 2016, Mintzmyer was ranked in the top 2% for online 'bloggers' for two-year performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards. He is commonly cited in industry news such as TradeWinds and Splash 24/7 and has been interviewed multiple times on Cheddar TV.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
Moon Kil Woong is currently a VP at a SME. Previously he was a tech stock consultant, VP of Research at ING, and sell side Director at Crédit Agricole Indosuez. Moon Kil Woong has a Masters in Public Administration from SJSU.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
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JD/MPP, LL.M. International Law / Grad Certs.(Global Security, US Defense Policy, European History) MA Economics / Mgt. & Leadership Executive Education MIT Sloan School of Mgt. / Member Royal Society of Economics, Member Royal Institute of International Affairs (Chatham House), Member European Finance Assoc., Member Inst.for New Economic Thinking, Member Open Society Institute, Member Int. Assoc. Risk & Compliance Professionals, Member Basel III Compliance Professionals Assoc., Member The Law Society (International Division), Member American Society of International Law, (Editorial Contributor) Legal Information Inst. Cornell Univ. School of Law, Member Foreign Policy Assoc., Member Foreign Policy Research Inst., Member World Policy Inst., Member Public Policy Exchange (Int. Centre for Paliamentary Studies).
Public Service mainly in the field of International Security & Economic Policy, with extensive background in Public Diplomacy & Foreign Policy Administration, including Law & Public Policy Administration, US Security Policy & Coordination, Public Sector Financial Mgt. & Analysis, and Monetary & Macroprudential Policy & Administration.
Privately, Dr. V has executed M&A, public and private equity and debt transactions, and strategic advisory assignments leading transactions across all industries, to include restructuring and recapitalizations, M&A advisory and capital raising transactions in infrastructure, real estate, and oil & gas industries.
An advanced negotiator, he is a 5th Generation Chairman & CEO of an SFO Business Advisory with active operations in New York, Washington DC, Paris. London, Capetown, Dubai.