Avi Gilburt is founder of ElliottWaveTrader.net, a live trading room and member forum focusing on Elliott Wave market analysis with over 3000 members and over 450 money manager clients. Avi emphasizes a comprehensive reading of charts and wave counts that is free of personal bias or predisposition.
Avi is an accountant and a lawyer by training. His education background includes his graduating college with dual accounting and economics majors, and he then passed all four parts of the CPA exam at once right after he graduated college. He then earned his Juris Doctorate in an advanced two and a half year program at the St. John’s School of Law in New York, where he graduated cum laude, and in the top 5% of his class. He then went onto the NYU School of Law for his masters of law in taxation (LL.M.).
Before retiring from his legal career, Avi was a partner and National Director at a major national firm. During his legal career, he spearheaded a number of acquisition transactions worth hundreds of millions to billions of dollars in value. So, clearly, Mr. Gilburt has a detailed understanding how businesses work and are valued.
Yet, when it came to learning how to accurately analyze the financial markets, Avi had to unlearn everything he learned in economics in order to maintain on the correct side of the market the great majority of the time. In fact, once he came to the realization that economics and geopolitics fail to assist in understanding how the market works, it allowed him to view financial markets from a more accurate perspective.
For those interested in how Avi went from a successful lawyer and accountant to become the founder of Elliottwavetrader.net, his detailed story is linked here.
Since Avi began providing his analysis to the public, he has made some spectacular market calls which has earned him the reputation of being one of the best technical analysts in the world.
As an example of some of his most notable astounding market calls, in July of 2011, he called for the USD to begin a multi-year rally from the 74 region to an ideal target of 103.53. In January of 2017, the DXY struck 103.82 and began a pullback expected by Avi.
As another example of one of his astounding calls, Avi called the top in the gold market during its parabolic phase in 2011, with an ideal target of $1,915. As we all know, gold hit a high of $1,921, and pulled back for over 4 years since that time. The night that gold hit its lows in December of 2015, Avi was telling his subscribers that he was on the phone with his broker buying a large order of physical gold, while he had been accumulating individual miner stocks that month, and had just opened the EWT Miners Portfolio to begin buying individual miners stocks due to his expectation of an impending low in the complex.
One of his most shocking calls in the stock market was his call in 2015 for the S&P500 to rally from the 1800SPX region to the 2600SPX region, whereas it would coincide with a “global melt-up” in many other assets. Moreover, he was banging on the table in November of 2016 that we were about to enter the most powerful phase of the rally to 2600SPX, and he strongly noted that it did not matter who won the 2016 election in the US, despite many believing that the market would “crash” if Trump would win the election. This was indeed a testament to the accuracy of the Fibonacci Pinball method that Avi developed.
Alex Pettee, CFA. President & Portfolio Manager.
Hoya Capital Real Estate is a Connecticut-based Registered Investment Advisor that focuses on research of the commercial real estate industry, and advisory of well-balanced public real estate equity portfolios. All of our research is for educational purpose only, always provided free of charge exclusively on Seeking Alpha. Recommendations and commentary are purely theoretical and not intended as investment advice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
Jussi Askola is a former private equity real estate investor with experience working in Europe and the USA. Recently, Jussi worked for a private equity firm in Dallas, Texas and earlier performed property acquisition in Germany. Jussi is also the lead REIT analyst at High Dividend Opportunities (HDO), the #1 ranked dividend research service on Seeking Alpha featuring Jussi's best investment ideas.
In addition to being a CFA Level III candidate, Jussi holds a B.Sc. in Real Estate Finance from University Nürtingen-Geislingen (Germany) and a B.Sc. Construction and Property Management from University of South Wales (UK).
For business proposals, email me at: email@example.com
DISCLAIMER: Jussi Askola is not a Registered Investment Advisor or Financial Planner. The Information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. Do your own research or seek the advice of a qualified professional. You are responsible for your own investment decisions.
I'm an avid investor, managing my own portfolio. Im also a previous Series 7 License holder and currently studying for the CFA Level II exam.
Previous financial experience includes 5 years at Square 1 Bank, a commercial bank specializing in venture lending to entrepreneurs and venture capitalists:
- Assistant Vice President – Life Sciences & Technology Banking
- Life Sciences Client Manager
- Senior Portfolio Analyst
- Portfolio Analyst
Rick Rieder, Managing Director, is BlackRock's Chief Investment Officer and Co-Head of Global Fixed Income platform, a member of BlackRock's Global Operating Committee and Chairman of the BlackRock firm-wide Investment Council.
Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury. Mr. Rieder is currently a member of the Federal Reserve Bank of New York's Investment Advisory Committee on Financial Markets. He was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013 and nominated for Fixed Income Manager of the Year by Institutional Investor for 2014.
From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta.
Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Business School, and the University's Investment Committee and is the Vice Chairman of the Finance Committee. Mr. Rieder is founder and chairman of the business school's BBA investment fund and community financial literacy program.
Mr. Rieder serves as Chairman of the Board of North Star Academy's eleven Charter Schools in Newark, New Jersey and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is a Trustee for the U.S. Olympic Committee and is on the board of advisors for the Hospital for Special Surgery. He serves on the National Leadership Council of the Communities in Schools Educational Foundation and on the board of Big Brothers/Big Sisters of Newark and Essex County. Mr. Rieder was honored at the Choose Success Awards ceremony in Atlanta in 2015 for his dedication to public education in Atlanta through CIS and Graduation Generation.
Ray Dalio is the Chairman and co-Chief Investment Officer of Bridgewater Associates, which is a global macro investment firm and is the world’s largest hedge fund. He is known to have a very practical understanding of economics that is very different from conventional economic thinking and that he spelled out in "How the Economic Machine Works".
He started Bridgewater in 1975 out of a two bedroom apartment in New York City and has been a global macro investor for more than 45 years.
While at Bridgewater his industry-changing approaches to investing -- which include the invention of risk parity, currency overlay, portable alpha and global inflation indexed bond management -- prompted Alternative Investment CIO to write an article entitled “Is Ray Dalio the Steve Jobs of Investing?”, which compared his industry-changing inventions to those of the Apple founder. According to an industry study, Bridgewater's hedge fund has made more money for its investors than any other hedge fund ever -- an estimated $37 billion. Bridgewater Associates has received numerous awards, including over twenty “Manager of the Year” awards from every major financial publication, and Ray has received three “Lifetime Achievement” awards. Additionally, a long list of economic policy makers actively seek his advice, which prompted Time Magazine in 2012 to name him “One of the 100 Most Influential People in the World”.
Ray is an active philanthropist with a particular interest in oceanographic research and conservation. He is a participant in The Giving Pledge, a commitment to give more than half of his wealth to charity.
Ray believes that reality works like a machine and that principles for dealing with reality are required to be successful. For those who are interested in learning the principles that led to Ray's success, he set them out in Principles.org which focuses on management principles and EconomicPrinciples.org which describes the principles of the economic machine.
I am a retired professor, a retired investment adviser, and currently a private investor and full-time tennis pro. I bought my first stock in a custodial account in 1958. I am a student of history, particularly military and economic/market history. The intellectual passions of my retirement years have been markets, mathematics, and quantum theory. Recently I have found myself reading book after book on the thoughts and feelings of animals, and I believe they are subtly influencing some of my views. I have a cat I like a lot. I like to travel. I served in Vietnam.
I have been a successful private investor in the market for the last 20 years. My focus was mostly on Tech/Internet when I started, but about 15 years ago I became extremely interested in the Gold and Silver sector as I anticipated a major bull run.
My in-depth research on gold and silver companies began during 2003 or so, and it has been a consistent passion since that time. I'm familiar with their stories, their stock patterns, their highs and lows, their operations/projects, their successes and failures, their management teams and turnover at the top, and all other facets of these precious metal companies.
This sector has been my singular focus since I started sharing my ideas on Seeking Alpha back in 2014, as I anticipated that gold and silver would soon be bottoming out and a massive bull market would unfold. That has started to occur, as I timed the January 2016 low in precious metals stocks very well, and 2016 was one of my best years in the market, right up there with 2009 when I bought tech at the bottom. I still follow the tech/internet space and I plan to eventually jump fully back into that sector, but it's not where my attention is at the moment as I see much better opportunities in gold and silver.
I believe in buying value, and not chasing the next hot stock. I use several basic investing principles, the main one being buying the balance sheet. I wait for opportunities to present themselves and then establish positions. I believe in doing your homework, and I have a very research intensive focus.
*Disclaimer* I am not a Certified Financial Advisor. My research and articles should not be interpreted as a recommendation to purchase, sell, or hold any security at any time. The accuracy, completeness, or timeliness of the information posted in my articles is not guaranteed. Do not rely on any statement that I make in my articles. All readers and subscribers should always conduct their own research and should consult a professional financial advisor when it comes to making investment decisions.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a former Certified Public Accountant ("CPA") from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at firstname.lastname@example.org .
John Thomas is a 50-year veteran of the financial markets. He spent 10 years as a financial journalist, ten more years trading for a major investment bank, and another decade running the first dedicated international hedge funds. Seeing the incredible inefficiencies and severe mispricing offered by the popping of multiple bubbles during the Great Crash of 2008, and missing the adrenaline of the marketplace, he returned to active hedge fund management.
With The Diary of a Mad Hedge Fund Trader, his goal is to broaden public understanding of the techniques and strategies employed by the most successful hedge funds so that they may more profitably manage their own money.
He publishes a daily research newsletter, and offers one of the most successful trade mentoring services in the industry. He currently has followers in 134 countries.
In his free time, John Thomas climbs mountains, does long distance backpacks, practices karate, performs aerobatics in antique aircraft, collects vintages wines, reads the Japanese classics, and engages in a wide variety of public service and philanthropic activities.
His career has taken him up to 20,000 feet on Mount Everest, to the edge of space at 90,000 feet in the Cockpit of a MIG-25, and to the depths of a sunken Japanese fleet in the Truk Lagoon.
Why they call him "Mad" he will never understand.
Founder & Editor of EPB Macro Research
EPB Macro Research: uses macroeconomic analysis to create an easily replicable portfolio of ETFs, specifically designed to limit drawdowns, reduce volatility and improve total return over a long-term time horizon.
Background: I earned my B.A in Economics from New York University. Upon graduation, I worked at Morgan Stanley in Wealth Management and after as an analyst at Panorama Partners, a quantitative hedge fund specializing in equity derivatives.
I married my diverse background in economic analysis from NYU with my computer programming and statistical knowledge, gained from the hedge fund, to create EPB Macro Research in the summer of 2017.
Disclaimer: EPB Macro Research is published as an information service. It includes opinions as to buying, selling and holding various stocks and other securities.
However, the publishers of EPB Macro Research are not brokers or acting as investment advisers and do not provide investment advice or recommendations directed to any particular subscriber or in view of the particular circumstances of any particular person.
All data is supplied by sources is believed to be reliable, and the calculations herein are made using such data, and that such calculations are not guaranteed by these sources, the information providers, or any other person or entity, and may not be complete.
EPB Macro Research does not guarantee that you will out-perform the stock market.
The information provided by EPB Macro Research is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness.
At various times, the publishers and employees of EPB Macro Research may own, buy or sell the securities discussed for purposes of investment or trading. Eric Basmajian invests his own portfolio primarily in stocks recommended in the EPB Macro Research newsletter.
EPB Macro Research and its publishers, owners and agents, are not liable for any losses or damages, monetary or otherwise, that result from the content of EPB Macro Research.
Past results are not necessarily indicative of future performance.
Topdown Charts is a chart-driven independent macro research house covering global asset allocation and economics. The core institutional service includes the flagship Weekly Macro Themes publication, which is supplemented by a Monthly Chartbook, and personalized services. Our clients include pension companies, hedge funds, family offices, insurance firms, and wealth managers and investment consultants.
NEW: due to significant demand we have opened up a service on Seeking Alpha called the Weekly Best Idea. This service draws from the institutional offering to bring you some of our best ideas.
Take a look now: https://seekingalpha.com/account/login_and_subscribe?service_id=mp_1235
I started investing in individual stocks in 2008. My investment activities have been exclusively for my personal portfolio.
My focus is on companies with predictable profits that sell at prices that allow above average long-term returns. I value companies based on their earnings power. In particular, I value stable earnings and growing earnings for the simple reason that they require less monitoring.
As a result, most of my research time is spent trying to predict future earnings. While predictions are always a guess, good companies tend to have a good track record of good earnings, competitive advantages, good managerial execution, and good capital management. Investment research is not hard, but it is tedious. Note that certain industries use certain terms that better measure companies' earnings power in their unique environments--i.e. Funds From Operations for REITs, or Net Investment Income for BDCs.
US Stocks provide an inherent advantage to investors. The overall strength of the US economy propels US companies toward increasing earnings growth. As a result, the average investor has a baseline chance of mirroring economic growth. In gambling, the house wins over the long-term due to certain statistical advantages against gamblers. In investing, investors have the long-term advantage of a growing US economy. This advantage is the primary reason that I consider stocks to be a good vehicle for wealth creation. Even the laziest investor has historically performed well just by buying a broad-based US index fund.
Certain factors can cause investors to deviate positively or negatively from expected investment returns. Taking unnecessary risk in companies with unclear or unproven earnings is the primary danger that I see. To me, risk comes from the unknown. While risk is unavoidable, I feel that controlling risk is the best way to achieve reasonable investment returns. Investment risk comes from anything that decreases earnings, such as poor capital management, competition, and changes within industry.
Many consider stock price fluctuations (beta) to be an element of risk. However, most savvy investors see those fluctuations as opportunity for above-average investment return. Stock prices often deviate drastically from a company's earnings trend, and when stock prices drop they can give investors a chance to purchase very profitable companies at bargain prices.
Valuation must always be considered prior to any investment purchase. Paying too much for even a great company will result in mediocre returns. I also measure every potential investment against what I already own. I start with the safest possible investment--US treasury bonds. If I consider any investment that carries more risk, it must have the potential for higher returns than a US treasury bond. Are the earnings as stable as my other investments? Does the price allow a reasonable return and a margin of safety if I am inaccurate in my projections?
Dividends are not a primary factor in my decision to purchase an investment. However, dividends, when reinvested, can provide an additional boost to investment returns. Compounded earnings growth is the primary engine for investment returns; dividends add a second engine for additional investment returns. While earnings are the most direct measure of a company's profitability, dividend history is also a good proxy of profitability. Another important attribute of dividends is that an investor can harvest cash without sacrificing assets. A dividend-paying company can continue to pay dividends until its earnings cannot support the dividend. Many strong companies raise their dividends annually, thereby providing protection against inflation.
My investing record is not long enough to show if I have superior investing skill. In fact, I have and will make substantial mistakes. However, I have had significant overall gains. Plus, I am constantly amazed at the efforts and ingenuity of business both small and large. The SA community has been tremendously helpful in my investment education. I share my own research through the few articles that I have written for SA in the hopes that others can benefit from my many hours of study. Best wishes to all!
Current Long Stock Positions:
CLDT-Chatham Lodging Trust
HTGC-Hercules Technology Growth Capital
MAIN-Main Street Capital
MPW-Medical Properties Trust
NEWT-Newtek Business Services
NMFC-New Mountain Finance
SBRA-Sabra Health Care
SKT-Tanger Factory Outlets
2nd Market Capital Advisory specializes in the analysis and trading of real estate securities. Through a selective process and consideration of market dynamics, we aim to construct portfolios for rising streams of dividend income and capital appreciation.I am an investment adviser representative of 2nd Market Capital Advisory Corporation.
It’s a shame, really, that much of what is offered here – at no charge – is not taught in the public schools. Why is it that you can graduate in the top of your high school class and know next to nothing about credit card debt, adjustable-rate mortgages, or 401(k)s?
Founded in 1999, the goal of Investment U is to give you impartial, no-nonsense advice on how to build long-lasting wealth.
Our mission is to analyze and discuss all the important financial tools at your disposal. And to make sure, too, that you use them effectively to jump-start your net worth, cut your investment costs dramatically, reduce your risk profile and, most importantly, achieve and maintain total financial independence.
It’s the latter point that is truly our goal here at Investment U. Because no one has the opportunity to live his life fully if he’s a slave to his job, his financial obligations, or his overhead. Or, worse, if he’s worried he won’t be able to maintain a comfortable retirement… or leave behind some kind of legacy.
The essential truth of modern economic life is that money gives you choices. Chief among these is the opportunity to do what you want, where you want, with whom you want. That’s what financial freedom is all about.
It’s too bad we don’t discover this at a younger age. But then, it’s never too late to start learning… or to finish our investment education.
Over time, the insights and analyses offered by Investment U – delivered daily in our e-letter – can make a dramatic difference in any investor’s net worth and financial security. And you can hardly beat the price…
After all, it’s free and you’ll receive this Free report: Why It’s “Mayday” For the Euro… And What You Should Do. Please visit: www.investmentu.com.
Disclaimer: Money Morning and Stansberry & Associates Investment Research are separate companies, and entirely distinct. Their only common thread is a shared parent company, Agora Inc. Agora Inc. was named in the suit by the SEC and was exonerated by the court, and thus dropped from the case. Stansberry & Associates was found civilly liable for a matter that dealt with one writer’s report on a company. The action was not a criminal matter. The case is still on appeal, and no final decision has been made.
Portfolio Manager, attorney, finance author, a regular guest on North American media. Danielle Park is the author of the best selling myth-busting book “Juggling Dynamite: An insider’s wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog:www.jugglingdynamite.com Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America’s wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. www.venablepark.com. In recent years Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of investment behaviors. A member of the internationally recognized CFA Institute, Toronto Society of Financial Analysts, and the Law Society of Upper Canada. Danielle is also an avid health and fitness buff.
I am a freelance author and model developer. I currently work as a consultant for a couple of select firms designing ETF asset allocation models and small-cap systems.
If your firm is looking for a research consultant on a casual or part-time basis - please reach out to me. I have some very high performing small-cap models that may interest you. I also design custom models to fit any of your needs upon request.
Contact me directly at email@example.com
I have been investing for approximately 30 years. Early on I had success being at the right place at the right time. More recently, I have found that I have been at the wrong place at the right time and am looking to simplify the process. I am now starting to invest for my children and thinking about what makes sense for new investors.
I am the publisher of "Margin of Safety Investing" (MOSI) here on Seeking Alpha and have over 20 years of experience as an investment advisor. TipRanks.com has tracked me since 2011 and ranks me in the top few percent of all analysts. MarketWatch.com named me "The World's Next Great Investing Columnist" after I predicted the oil shale boom in their analyst competition.
You can find my archived articles on MarketWatch.com, Morningstar, Real Clear Markets, Business Journals in various cities and numerous other sites. I have been a featured guest on the "Boomers Rock" radio show, Cody Willard's Underground, Investor in the Family with Seeking Alpha Contributor Brian Bain, Money Radio in Phoenix, Forex Analytix, Investing with David Moadel, appeared on Fox Business and other interviews.
See my two free reports: "Intelligent Asset Allocation for Better Returns and Lower Risk" and "Core 4 Investing Method: A Step by Step Approach" to learn more about my investment philosophy.
I am from a middle class working family. I remember the struggles of the 1970s and 1980s growing up. I understand that a changing world is dangerous and frightening, but also offers opportunities for greater happiness and financial freedom if you can find a path. My goal is to help you find a path to live how you want and take care of who you love.
@KirkSpano on Twitter
See https://BluemoundAM.com for full disclaimers.
Dr. El-Erian is Chief Economic Advisor at Allianz and member of its International Executive Committee. He chairs President Obama's Global Development Council, is a Financial Times Contributing Editor, a Bloomberg View columnist and author of the NYT/WSJ best seller "When Markets Collide." Dr. El-Erian formerly served as CEO and co-CIO of PIMCO, the global investment management company. He re-joined PIMCO at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts. Dr. El-Erian also served as a member of the faculty of Harvard Business School. He first joined PIMCO in 1999 and was a senior member of PIMCO's portfolio management and investment strategy group. Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C. Dr. El-Erian has published widely on international economic and finance topics. His book, "When Markets Collide," won the Financial Times/Goldman Sachs 2008 Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for 2009, 2010, 2011 and 2012. Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics and the IMF's Committee of Eminent Persons. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, and Cambridge in America. He chairs the Microsoft Investment Advisory Board. He holds a master's degree and doctorate (economics) from Oxford and received his bachelor and master degrees from Cambridge. He is an Honorary Fellow of Queens' College, Cambridge University.
Former Trader at DKB Financial Products
Former Portfolio Manager at Platinum Grove Asset Management
Former Portfolio Manger at QRT Asset Management
S.V.P Head of post bankruptcy equity derivative valuations at Lehman Brothers Holding Inc.
Henry Cobbe CFA is Head of Research at Elston Consulting an independent investment consultant. Henry worked as a research analyst in London at Schroders and Thames River Capital LLP, and was a partner at Nevsky Capital LLP.
Tyson Halsey, CFA
Managing Member, Income Growth Advisors, LLC
Established Income Growth Advisors, LLC in 2011 to leverage off the strength of the growing income streams in MLP investment sector and 13 year investment record in MLPs.
Founded Halsey Advisory and Management in 1999. Firm invested in Technology, Master Limited Partnerships, Quantitative Mutual Funds strategies, and a hedge fund.
Worked as a Director at Elliot Davis Investment Advisors and Managing Director at Polaris Partners in South Carolina.
Conferred CFA designation in 1993.
Won the 1992 USA Today CNBC Investment Challenge in the options division.
Worked at Alex Brown as institutional and Corporate Executive Services broker throughout 1990s.
Worked in NYC until 2008 and relocated to Charleston SC.
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. My services include a review of individual portfolios along with education of portfolio management techniques. I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the late 1990s investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs (2001), and The StreetSmart Guide to Overlooked Stocks (2002). My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
WisdomTree launched its first ETFs in June of 2006, and is currently the industry's fifth largest ETF provider.
The WisdomTree Seeking Alpha profile will feature content by some of our leading analysts including:
Luciano Siracusano is WisdomTree's Chief Investment Strategist and Head of Sales. He is the co-creator with CEO Jonathan Steinberg of WisdomTree's patented Indexing methodology and has led the firm's sales force since 2008. Luciano is a regular guest on CNBC and FOX Business, and speaks frequently on ETFs, indexing and global financial markets. A former equity analyst at ValueLine, Luciano began his career as a speechwriter for former New York Governor Mario Cuomo and HUD Secretary Henry Cisneros. He graduated from Columbia University with a B.A. in Political Science in 1987.
As WisdomTree’s Director of Research, Jeremy Schwartz offers timely ideas and timeless wisdom on a bi-monthly basis. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also the co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” and the Wall Street Journal article “The Great American Bond Bubble.”
Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. He is involved in creating and communicating WisdomTree’s thoughts on the markets, as well as analyzing existing strategies and developing new approaches. Christopher came to WisdomTree from Lord Abbett, where he worked for four and a half years as a Regional Consultant.
Rick Harper serves as the Head of Fixed Income and Currency for WisdomTree Asset Management, where he oversees fixed income and currency products developed through our collaborations with the BNY Mellon Corporation and Western Asset Management. Rick has over 19 years investment experience in strategy and portfolio management positions at prominent investment firms. Prior to joining WisdomTree in 2007, Rick held senior level strategist roles with RBC Dain Rauscher, Bank One Capital Markets, ETF Advisors, and Nuveen Investments.
Bradley Krom joined WisdomTree as a member of the Fixed Income and Currency team in December 2010. He is involved in creating and communicating WisdomTree’s thoughts on currency and fixed income markets, as well as analyzing existing and new fund strategies. Prior to joining WisdomTree, Bradley served as a senior trader on a proprietary trading desk at TransMarket Group.
Tripp Zimmerman, Research Analyst
Tripp Zimmerman began at WisdomTree as a Research Analyst in February 2013. He is involved in creating and communicating WisdomTree’s thoughts on the markets, as well as analyzing existing strategies and developing new approaches. Prior to joining WisdomTree, Tripp worked for TD Ameritrade as a fixed income specialist. Tripp also worked for Wells Fargo Advisors, TIAA-CREF and Evergreen Investments in various investment related roles. Tripp graduated from The University of North Carolina at Chapel Hill with a dual degree in Economics and Philosophy. Tripp is a holder of the Chartered Financial Analyst designation.
Jonathan Steinberg, CEO
Prior to establishing WisdomTree, Jonathan founded, and served as Chairman and CEO of Individual Investor Group, Inc. From 1998 to 2004, he held the role of Editor-in-Chief of Individual Investor and Ticker magazines. Before his entrepreneurial accomplishments, Jonathan was an Analyst in the Mergers & Acquisitions division at Bear Stearns & Co. He attended The Wharton School at the University of Pennsylvania and is the author of Midas Investing, published by Random House in 1996.
Zach Hascoe, Capital Markets
Zach Hascoe began at WisdomTree in August 2010, and works directly with David Abner, Head of Capital Markets. The Capital Markets group is involved in all aspects of the WisdomTree ETFs including product development, helping to seed and bring new products to market, as well as trading strategies and best execution strategies for the client base. Zach works closely with the trading and liquidity community and does analytics on ETF baskets and the capital markets. He is a frequent contributor to the WisdomTree blog on topics related to the capital markets, liquidity, structure and best execution. In addition, he manages the hedge fund relationships for the firm. Zach received a B.A. from Bucknell University and was Captain of the Bucknell Tennis Team.
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 20 countries, Neuberger Berman’s team is more than 1,900 professionals. For four consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. It manages $299 billion in client assets as of March 31, 2018. For more information, please visit our website at www.nb.com.
For important disclosures: https://www.nb.com/disclosure-global-communications
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