Lambros Papaeconomou is the Director of NYFEX Equity Research (formerly known as NYFEX Asset Management LLC), an independent equity research practice specializing in the shipping industry. Lambros has over 20 years of work experience in the shipping industry, having worked for Maritime Overseas Corporation, Southern Star Shipping Co., & Mallory Jones Lynch Flynn & Associates. Lambros studied Naval Architecture & Marine Engineering at the National Technical University of Athens. He holds an MBA from the University of California at Berkeley, and is certified as a CPA by the State of Illinois.
I am interested in event driven opportunities and special situations in securities where a combination of low liquidity and thin research coverage has led the market to under appreciate an inflection point in cash flow generation, corporate governance, or capital allocation priorities.
James "Jamie" Potkul is the President and Principal owner of Potkul Capital Management, LLC (since inception 1995), the investment advisory firm that manages Bread & Butter Fund (BABFX) (http://www.breadandbutterfund.com) and separate accounts. He earned a degree at Brown University in Economics and Management.
The Bread & Butter Fund (BABFX) is a no load mutual fund that is rated 5 stars by Morningstar in the Large Cap Value Category, included in Smart Money's fund of the year 2008 for the multi-cap category and upcoming new fund, and is rated highly by Lipper for the 5 year period ending October 31, 2010 in the multi-cap value category. The Fund has a 5 year record of 3.35% annualized including reinvestment of dividends and capital gains while outperforming the S&P 500 Index by nice margin.
Jamie has appeared on Bloomberg's “Taking Stock” on both television and radio. Also he has been quoted in Smart Money , Newsweek and the Thestreet.com.
Ben Marks is President and Chief Investment Officer of Marks Group Wealth Management, a Registered Investment Advisory firm. Nearing 30 years of experience in wealth planning and management, Ben’s attention is to the firm’s investment strategies and Model portfolios, as well as managing a professional network of accountants and attorneys for their clients. A Minnesota native, Ben enjoys mountain biking, architecture and spending time at the family cabin with his wife Brenda and their three children.
* 1982: After earning a Finance degree from St. Cloud State University in Minnesota, Ben began his investment career at E.F. Hutton.
* 2008: After 26 years at major Wall Street firms, Ben and his partners launched Marks Group Wealth Management. 90%+ client retention.
* 2009 & 2010: Wall Street Journal, Investment Adviser and others featured MGWM as a leader in the trend of advisors and investors exiting Wall Street firms.
* 2010: Barron’s named Ben a Top 1,000 Advisor in the U.S. and Top 20 in Minnesota.
MGWM website: http://marksgroup.com
Rob Romero works at Connective Capital Management, a firm investing in equities in high growth and misunderstood markets like technology and alternative energy. Before Connective, Mr. Romero studied engineering and economics at Stanford and worked in the technology industry for many years as engineer, product manager and entrepreneur/founder.
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).
Suzanne S. Hamilton is the founder and president of Legacy Asset Management Inc. and hedge fund manager of Legacy Capital Fund LP. Suzanne has been managing portfolios for 11 years and is dedicated to pushing the edge of innovation in her field. Suzanne’s more than eighteen years of experience in computer security and mathematics, have culminated in development of complex algorithms and proprietary software designed to automate the management of risk. After extensive research, Suzanne’s efforts have evolved from one based on a long-only strategy into the integration of numerous independent models supporting both a long and short strategy for global markets, commodities, fixed income, and currencies.
Suzanne often appears as a panelist at financial conferences and is advocating to evolve alternative strategies to be more liquid and transparent. She was a participant in the CalPERS conference of top women in finance, a panelist at the Global ETF 2009 Awards Dinner and Workshop, and was a panelist at the Inside ETF Conference.
Suzanne is the former CEO of SECURIX, Inc. and additionally has provided security services over the years to well-recognized firms and organizations such as Microsoft, IBM, the Pentagon, and JNIDS (Joint National Intelligence Development Staff).
Suzanne received both her BS and MS in Computer Science/Mathematics from The American University. She currently holds a Series 65 license.
Deflation, debt destruction, money printing, unserviceable debt and impossible unfunded liabilities. One hell of a mess. Keep some cash around, some hard assets, maybe even some stocks. Live within your means. Don't assume your bank will be open tomorrow. Don't assume there will be food on the shelves tomorrow. Don't assume the electricity will work tomorrow. Be prepared. These are precarious times.
In real life, Macro Man (http://macro-man.blogspot.com/) is a global financial market trader at a London-based hedge fund. The Macro Man blog (http://macro-man.blogspot.com/) is a repository of his views, concerns, rants, and, on occasion, poetic stylings.
His primary motivation for writing is to hone his own views and thus improve his investment performance; however, he welcomes interaction with informed readers.
Visit the Macro Man blog (http://macro-man.blogspot.com/)
Bill Simpson has been trading for a living since the late '90's, focusing on initial public offerings in the aftermarket -- and with great success (up an annualized average of 32% since 2000). His strength is analyzing upcoming offerings with a focus on determining and estimating potential market fair value before it opens for trading. Mr. Simpson's outstanding, indepth IPO reports are an important component of Seeking Alpha's IPO coverage.
Bill Simpson's subscription-based research is available on his site:
Babak’s blog, tradersnarrative.com (http://www.tradersnarrative.com/), mainly covers the U.S markets but also dabbles into European and Canadian markets - with special attention given to the income trust market in Canada. Within the U.S. markets, most of his attention is concentrated on timing, sentiment and new ways of analyzing and trying to understand markets.
Babak used to be quite active on trading messageboards but after the noise to signal ratio got out of whack, he decided to instead dedicate his time and resources to a blog where he would have more control and interact with others on his own terms.
Other than selfish reasons, Babak created his blog as a way to give back in some small way and repay his debt to the many others who have given so generously of their time and talents. Since he didn’t have a mentor to guide him when he started out, he is hoping that this blog will help others who are considering the same journey. While he doesn’t regret not having a mentor, because it allowed him to grow and find his own individual path, he admits that it would have been nice to have a nudge here and there to cut down on time spent pursuing dead ends and reading useless books (cough Bernstein cough).
In his free time Babak enjoys trapping mimes in plexiglas cages, then watching from a distance to time how long it takes passers-by to figure it out.
I’m a swing trader of momentum stocks with a holding period of anywhere from a few hours to a few months. I run a number of screens to locate the strongest/weakest stocks out there, using technical analysis to determine my entries and exits. Trying to calculate the intrinsic value of stocks in my opinion is out of date and there is wisdom in crowds.I've developed a market timing system that determines when it's best to be long, short or on the sidelines, using a number of proprietary indicators based on many time frames. I believe that to have longevity in this field one must find ways to calm the mind and trade from a detached point of view. Emotionless trading will allow you to respond to what's going on right now in the markets, rather than reacting to daily fluctuations.View my personal blog http://zentrader.ca/
With the tag line "Seeking Prosperity One Tiny Stock At A Time", the Microcap Speculator writes some of the sharpest insight we've seen on small and microcap stocks. The Microcap Speculator writes across a range of industries, and covers macro trends among micro stocks as well. Visit his site: The Microcap Speculator (http://microcapspeculator.net/)
Greg Parker graduated from Imperial College, London with a Masters degree in Chemistry and was subsequently awarded his Ph.D. in Organic Chemistry from The University of Bristol before spending time at The Ohio State University on his post-doc. After a brief foray into the world of pharmaceutical patent analysis, Greg returned to his synthetic roots in the area of process R&D.
Greg is a recreational stock market enthusiast, focusing in particular on investments for the long-term including dividend and income investing. Greg also has a strong interest in overseas markets, particularly China, as well as in biotech, commodities, oil/gas, and small cap stocks.
I am an individual investor/trader who is always looking to refine any edge that is available to a person with my talents, experience, knowledge, and resources.
- keep my attention on the market, especially when things get slow or confusing I am finding myself distracted
- elicit comments and questions on the topic from others, hopefully getting new ideas, resources, and clues as to where I may be missing the obvious
Born in Kiev, Ukraine, Jake Berzon spent his teens in Denver, Colorado. He graduated from the University of Colorado, Boulder with Bachelor degrees in Applied Math and Electrical Engineering/Computer Science. He continued his technical studies, received a master’s degree in Electrical Engineering with a Minor in Math from University of Minnesota, and went on to complete all the requirements for a PhD in Control Systems, except the thesis. In addition to his extensive technical training, Jake has received formal business training at University of Colorado and San Francisco State University.
Jake spent 15 years in California before returning to Colorado in the summer of 2005. His years in California were mostly spent in Silicon Valley working first in technical and then managerial roles for international: American, Japanese, Chinese, Spanish and German companies. Jake authored patents, developed standards and contributed articles to industry publications. He also traveled extensively throughout the USA, Asia and Europe.
Jake eagerly participates in financial markets, having always been fascinated with the subject. His first major foray into the world of investment was a purchase of an apartment building almost 20 years ago, while he was still a graduate student in Minnesota. Since then he has dabbled in various investments, but has generally preferred the relative liquidity and predictability of the US stock markets. Recognizing new dominant global trends, he made his first investments in BRICs in September of 2001.
Barry Ritholtz is Chief Market Strategist for Ritholtz Research, an independent institutional research firm specializing in the analysis of macroeconomic trends and the capital markets. He is also President of Ritholtz Capital Partners, a New York hedge fund driven by the analysis performed by Ritholtz Research.
Mr. Ritholtz is a frequent contributor to many leading financial publications and writes The Big Picture, an insightful, popular and vibrant weblog.
Visit his blog: The Big Picture (http://bigpicture.typepad.com/)
Antonio Ferreira is a senior partner and managing director of 'Interfinance s.a., International Financial Advisors' (http://www.interfinance.org), an independent company that since 1984 has been providing banks, large corporate entities and institutional investors with intelligence, analysis and forecasts on all the major asset classes (currencies, stock markets, fixed income, money markets, gold and oil). Interfinance (http://www.interfinance.org) provides constantly updated analysis and forecasts for 29 key financial instruments that cover the bulk of the world's capital stock and market transactions for separate time horizons ranging from the short-term to the long-term. The author contributes occasional papers on topical matters for investors and market participants.
I have been investing in individual stocks for over 19 years. During that time, I have found that investing in what I know is more profitable than trying to understand something outside my area of expertise. I work in the field of commercial real estate finance, which has led to a greater understanding of capital intensive businesses such as real estate. I write financial articles because it forces me to be more disciplined about my own investing.
I write The Kelly Letter, a weekly review of the financial markets with a portfolio of three price rebalancing strategies.
They are: The 3% Signal (from my book of the same name), The 6% Signal, and The 9% Signal.
Each uses one stock fund and one bond fund, makes one switch per quarter, and beats the market with no forecasting and no stress from indecision. Such rational price reaction is the way to win at this business.
In 2016, the letter returned 18.9% compared with 12.0% for the S&P 500, both on a total return basis. To see longer-term performance, please visit http://jasonkelly.com/resources/strategies/
The letter's strategies are perfect for your retirement accounts. Switch to rational reaction and never look back at pundit guessing games. No forecaster knows what will happen next. With my approach, you won't care because your new system will react appropriately to whatever unfolds.
In addition to writing The Kelly Letter for delivery to subscribers every Sunday morning, I'm the author of The 3% Signal, which introduced the Sig strategy framework mentioned above. My nine other books include The Neatest Little Guide to Stock Market Investing, a BusinessWeek best seller now in its fifth edition; and its companion volume, Stock Market Contest.
I hope to welcome you to The Kelly Letter. Please subscribe at http://jasonkelly.com/letter/
FP Trading Desk is the blog of Canada's Financial Post. The Financial Post, Canada's most-respected business read, is part and parcel of the The National Post and has a weekly circulation of more than 1.5 million. FP Trading Desk boasts several regular contributors, under the direction of Jonathan Ratner. A steady stream of posting throughout the trading day makes this site especially invaluable to active traders, with special attention paid to market moving items such as analyst actions and the M&A rumor mill.
Visit the site: FP Trading Desk (http://communities.canada.com/nationalpost/blogs/tradingdesk/default.aspx)
David P. Goldman was global head of debt research for Banc of America Securities and earlier global head of credit strategy at Credit Suisse. He was until July 2008 the strategist for a credit hedge fund, Asteri Capital, one of the few credit funds to show a profit between July 2007 and July 2008. He is now Associate Editor of First Things (www.firstthings.com) and a columnist (under the byline "Spengler") for Asia Times Online.
Green Chip Review is a biweekly newsletter focused helping investors profit from the development of cleantech and organic food markets. Covering policy, finance, technology and public markets, Green Chip takes a global soup-to-nuts approach in helping investors understand - and invest in - this still nascent but increasingly valuable market.
Chris (firstname.lastname@example.org) 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".