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/)
Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage.
The purpose of this profile is to allow us to share with our readers new transcript-related developments.
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I am an individual investor. My professional background is in the finance area. I have managed my own investments for over 30 years. For most of that time, my focus was on portfolio building using individual stocks. About 5 years ago, I shifted my focus to investing via ETFs. I have found that this has greatly simplified my investment style yet simultaneously increased the scope and diversification of my portfolio.
I firmly believe that the benefits of investing, and the market, should be understandable and available to everyone, including individuals who may have little or no financial background. My hope is to explain concepts simply, taking much of the mystery and accompanying fear out of the process. I look forward to enjoying the journey with everyone who decides to follow me, and hope I can make a difference in someone's life.
In addition to my blog, you can find me at:
Joe has worked in the financial services industry since 1992 in various capacities, including Operations Manager, Compliance Manager, Registered Representative and Portfolio Manager. From 1997 to 2006, when he founded Alhambra Investment Management, Mr. Calhoun was a Director of Investments at Oppenheimer & Co. Mr. Calhoun holds the Series 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Advisor Law) securities licenses. He has previously taken and passed the Series 7 (General Securities Representative) and Series 9/10 (General Securities Sales Supervisor) securities exams.
Joe proudly served in the U.S. Navy’s nuclear submarine service for 8 years (1983-1990) and was awarded several commendations including the Navy Achievement Medal in 1987. He studied engineering at the University of South Carolina and is a graduate of the U.S. Navy’s Nuclear Propulsion School. He founded Alhambra Investment Management as a registered investment advisory to address the needs of the individual investor. His market commentaries are widely read and published at various online outlets. He has appeared on Larry Kudlow’s program on CNBC and various radio programs. He is also an editor of the website RealClearMarkets.com.
Brian is the founder of Investor in the Family and DIY Investing Summit.
At Investor in the Family (http://investorinthefamily.com/), Brian's goal is to help protect investors from making big mistakes that jeopardize their portfolios and financial futures.
The DIY Investing Summit (http://diyinvestingsummit.com/) was created to help link self-directed investors with carefully filtered and proven investing professionals to help save investors both time and money while building a portfolio that outperforms.
If you'd like to connect or learn more, please feel free to send a private message via Seeking Alpha platform.
HORAN Capital Advisors (http://www.horancapitaladvisors.com) is an SEC registered investment advisor that manages investment portfolios for individuals and institutions. Our firm utilizes a disciplined investing approach that should create wealth for our clients over time. Our investment bias is to invest in companies that generate a steady return over time, i.e., singles and doubles. This singles and doubles approach tends to lead to investments in higher quality dividend growth/cash flow growth companies. On the other hand, there are times when a company's stock price seems to be trading below its fair valuation. Short term gains are possible in these situations. I have been managing investment portfolios for individuals and institutions for over fifteen years and believe investing is like running a marathon and not a sprint. Taking the road less traveled, more often than not, leads to higher returns. Visit: The Blog of HORAN Capital Advisors at (http://disciplinedinvesting.blogspot.com/)
Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA.
He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app.
He offers four free weeks to his weekly Best Stocks Now to Seeking Alpha readers at gundersoncapital.com
He also hosts a daily stock market radio show that is syndicated nationwide on the Salem Broadcast Network.
Bill has appeared on the Fox Business Channel and on Bloomberg Radio numerous times .His articles have been published in Barron's, Forbes, TheStreet.com and numerous other publications.
He can be reached at email@example.com or by calling (855)611-BEST.
Publisher of Economic Pulse Newsletter and author of Investing For A Living Blog. Focused on developing and managing quantitative and tactical asset allocation strategies to maximize risk adjusted returns and safe withdrawal rates in retirement.
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/
No-nonsense, free investment newsletter that picks apart Wall Street's latest headlines to expose the truth and real profit trends, written by seasoned investment professionals.
Our mission? To challenge Wall Street's most widely accepted wisdom. http://www.wallstreetdaily.com/
Canadian Couch Potato's author is Dan Bortolotti, an investment advisor with PWL Capital in Toronto who has completed the FPSC Level 1 certification in financial planning. In addition to providing portfolio management (using the same strategies described on this blog) and planning services for clients, Dan and his colleagues offer a unique DIY Investor Service for those who need helping setting up index-fund portfolios they can manage on their own.
Dan is also a veteran journalist and author who has written about personal finance for many Canadian magazines, including MoneySense (where he is a columnist and consulting editor), Canadian MoneySaver and Financial Post. His articles have earned six National Magazine Awards nominations, and in 2013 he was named Journalist of the Year by the CFA Society of Toronto. Dan is also the author of The MoneySense Guide to the Perfect Portfolio, a complete guide to index investing in Canada, now in its third edition.
Gary Antonacci has over 40 years experience as an investment professional focusing on underexploited investment opportunities. His innovative research on momentum investing was the first place winner in 2012 and the second place winner in 2011 of the prestigious Wagner Award for Advances in Active Investment Management given annually by the National Association of Active Investment Managers (NAAIM).
His research introduced the investment world to dual momentum, which combines relative strength price momentum with trend following absolute momentum. Antonacci is author of the award-winning book, Dual Momentum Investing: An Innovative Approach to Higher Returns with Lower Risk, and is is recognized as a foremost authority on the practical applications of momentum investing.
Antonacci received his MBA degree from the Harvard Business School in 1978. Since then, he has concentrated on researching, developing, and applying innovative investment strategies that have their basis in academic research. He serves as a consultant and public speaker on asset allocation, portfolio construction, and advanced momentum strategies.More about Antonacci and dual momentum can be found on http://optimalmomentum.com.
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
I am an independent trader focused on stocks that are in a state of momentum. I focus on event driven securities such as companies going through earnings, mergers, and biotech events.
I have worked as a professional trader in the past and hope to share everything I've learned over the years with all of my readers. If you have any questions, please don't hesitate to contact me.
David is a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing and implementing actively managed growth and income portfolios using ETFs, CEFs, and mutual funds.
Visit our website for more information or to signup for our weekly email updates.
Follow me on Stocktwits: http://stocktwits.com/fabiancapital
CTO, FLHP Trading Systems, LLC
Aerospace and Computational Engineer with 28 years experience in Engineering and Scientific Modeling and Programming including large scale vector and parallel processing. Work includes Finite Element Modeling in Structural Analysis, Magnetic Modeling, and Fluid Dynamics codes primarily for the Aerospace community. 30+ years of stock market and mutual fund investing, 8+ years of ETF and options trading.
Nothing I write should be considered investment advice. Only you can decide if any specific financial asset, security, allocation, opinion, idea, etc. is best for your financial portfolio.
Author of two books, available here, Options Strategies Every Investor Should Know and The 5 Fundamentals of Building a Retirement Portfolio (both available in paperback and eBook).
09/30/98: Started newsletter Explore Portfolio with $100,000. By 12/31/18 that portfolio, with 60% stocks reached $903,451, a 12.1% APR. Better performance with far less risk than 100% in S&P500. ---------
More at http://kirklindstrom.com/Newsletter.html ---------- 2017 Market Timer of the Year ------------------------------------------------------
Starting as a summer intern in 1978, Kirk worked for 20 years as a scientist and engineer at Hewlett Packard's research and development department (R&D) designing solid state devices and components for optical communication. While he was at HP, Kirk invested ten to twenty percent per year of his salary. He made some mistakes early on (starting with paying high fees for "expert" advice that under performed) but soon he learned to invest his own money well enough to afford a life of "semi-retirement" to work for himself. In a way, since leaving HP in 1998, Kirk became his own "angel investor" using his his own money and investing success to finance his lifestyle in Los Altos, California to invest in a new career on the internet helping others do the same. More at http://kirklindstrom.com/About.html
25 years experience in Quantitative investment research, portfolio management, and stock market data analytics. 18 years experience in index trading / ETF strategist. Risk manager.
Evidence based, mean revision / time series / seasonal studies applied towards general market trends with a focus on long term format.
Frank Grossmann (founder and partner of logical-invest.com)
I am Swiss and living in Zurich. I studied Microtechnics at the Federal Institute of Technology in Lausanne and Business Administration at the Federal Institute of Technology in Zurich. After the studies in 1989 I founded Labocontrol AG. This company was sold to the US company Digital Now Inc. where I continued to work as a chief scientist.
Since 13 years I have my own software company Colour-Science.com which develops algorithms for digital image processing. These algorithms do things like image enhancement, red eye removal or pattern (face) detection. My passion however was always to search for pattern in financial data and then develop and back test rule based investment strategies.
MA Capital Management (MACM) is an investment management firm founded by professional investors and traders with decades of experience at some of the largest banks, hedge funds and asset managers around the world.
MACM has been providing investment management services to some of the largest institutional investors in the world since 2003. As of 2012, MACM has started offering institutional quality investment management services to individual investors as well.
MACM is the advisor to the MA Absolute Return fund, a multi-strategy fund that dynamically invests across stock indices, managed futures and bonds to produce absolute returns.
Investor and technical analysis author. Articles presented on long term investing signals, sentiment and stock ideas.
Master of Science, Business Administration (MSBA), Quantitative Methods.
Be sure to check my StockTalks and Instablog for bonus unpublished material.
I am an individual investor and entrepreneur based in London, United Kingdom. My primary focus is on efficient portfolio diversification, systematic trading strategies and tactical asset allocation. ETFs are my preferred investment instruments.
I am also a founder a freely available portfolio risk analytics tool investspy.com - make sure you check your portfolio as well!
Darwin Investment Strategies: An elegant reconceptualization of asset allocation using portfolio mathematics, insensitive to noise and regularly reconfigured to account for observed changes in volatility and correlations across the world's major markets and asset classes. No story, no forecasts, no biases; just maximum returns per unit of risk.
Russ Koesterich, CFA, JD, Managing Director and portfolio manager for BlackRock’s Global Allocation Fund, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined the BlackRock Global Allocation team in 2016 as Head of Asset Allocation and was named a portfolio manager of the Fund in 2017. Previously, he was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
John Shearman is a founding partner of IV Lions LLC (www.ivlions.com). For the previous nine years, John was a partner at the world’s premier alternative investment advisory firm where he advised sophisticated investors on alternative investments. Prior to that, John was a senior analyst/developer at Goldman Sachs in London. He began his career as a management consultant in the financial services sector at PricewaterhouseCoopers in London. John also holds the Chartered Alternative Investment Analyst designation.
Jeff Blokker completed PhD course work in Electrical Engineering at UCSB and earned an MS in Financial Mathematics at Stanford University. Jeff’s first venture was formed in 1984 to develop the LiveWire family of software which analyzed real-time financial markets.