Tactical Investing in the 21st Century. The FMAM Team is composed of seasoned Wall Street professionals with combined active experience on the buy side and the sell side of the Street. Together, we have worked as RIA's, managed BD's, banks, and mutual funds as well as proprietary trading desks. We believe that in today's markets, diversification leads to mediocrity and that timing is everything in the new normal of the 21st century. Our goal is to do the "heavy lifting" for you by using our proprietary strategy to bring fresh ideas based on the underlying fundamentals of the stocks we analyze combined with the disciplined element of timing the optimum points of entry and points of exit for each of our stock picks.
Seeking Alpha's product team is responsible for the development of all of our product-related projects from start to finish. These projects include the Seeking Alpha Portfolio apps on the App Store and Google Play, our Real Time email alert product, and optimization across the Seeking Alpha website.
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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
Paul Nathan has passionately written in support of a free marketplace and real money for over forty years.
Since 2008 Paul has been a contributing commentator for Kitco and writes a candid, real-time, Market Update for subscribing traders investors.
In 2011 John Wiley & Sons published The New Gold Standard, Paul Nathan’s definitive work on the gold standard past and present.
Paul called the end of the bull market for gold in 1980, the beginning of the 25 year tech revolution and bull market in 1982, went “All In” on gold and gold stocks in 2001, and alerted his readers to short the DOW at 14000 in July of 2007. 2008 and 2009, catastrophic years for most traders, were two of the best years in his trading career.
He went all cash in 2011, calling the top of the bull market in gold, and recently in December of 2015, predicted the end of the downturn and the beginning of a new move higher in gold and commodities.
See "commentaries" @ paulnathan.biz.
Send questions or comments to GC Mays at gcmays [at] maysreport [dot] com.
Bert J. Wilkison, of Chicago, IL, is the CEO and a Managing Member at Kinetic Investments, a subsidiary of Wilkison Financial, LLC. He is also an active pooled funds manager who enjoys stock picking, trading, ETF strategizing and finding long-term value plays ahead of the ever-evolving markets. Lastly, he handles intricate and involved corporate negotiations, as a third party, on a commission basis.
Follow him on twitter @KineticInvestor or e-mail him for additional commentary at email@example.com.
Areas of focus: Gold, Mining, Oil/Nat Gas, Rare Earth Elements and Metals, Healthcare/Biotech, Energy, Tech, ETFs, Consumer Goods, Utilities, and Services.
Executive Summary Todd E. Campbell, President & Founder Follow my latest updates on Twitter: https://twitter.com/ebcapital Mr. Campbell has been providing alpha generating independent equity research to professional money managers for nearly 15 years. In 2003, Mr. Campbell founded E.B. Capital Markets, LLC, an independent research firm serving professional money management firms. Mr. Campbell founded Gundalow Advisors, LLC, a State Registered Investment Advisor providing investment management services to institutions and high net worth clients in 2013. Today, some of the largest money management firms in the country trust the proprietary research developed by Mr. Campbell, including the Power 7 methodology featured in Mr. Campbell's book "Your Guide to Better Stock Picks: Tips from an Advisor's Advisor". Prior to founding E.B. Capital Markets, LLC, Mr. Campbell was Vice President and Partner of Alpha Equity Research, an independent equity research firm. At Alpha Equity Research, Mr. Campbell's responsibilities included institutional sales and client services. Mr. Campbell also developed new research and distribution products. Additionally, Mr. Campbell was responsible for Alpha’s individual brokerage business, providing investment services to high net worth families. In the past decade, Mr. Campbell’s articles have been featured in the Market Technician’s Association trade journal and his insights have been featured in various print and online financial publications, including Barron’s & SmartMoney. Mr. Campbell has also appeared on the financial news network, CNN/fn. Mr. Campbell is a graduate of the University of New Hampshire, where he studied English, Psychology and Business Administration with a focus on economics.
The Atlanta Fed's macroblog provides commentary on economic topics including monetary policy, macroeconomic developments, financial issues and Southeast regional trends. Authors for macroblog are Dave Altig and other Atlanta Fed economists.
Pierre 'Bertrand' Boulle is British, was born in Mauritius and founded Investors Europe Stock Brokers in Gibraltar in 2001 after having worked for various International Banks in the EU.
Before entering Financial Markets, Pierre 'Bertrand' worked with De Beers, managing diamond mining companies in DRC (Kinshasa, Tshikapa and Luebo), Angola (Luanda and Lunda Norte including Lucapa, Andrada, Cuango), Sierra Leone (Kono and Freetown) and Guinea Conakry (Gbenko - AREDOR). On one of his own Kimberlite diamond mining projects, Bertrand's partners included the World Bank (www.ifc.org).
'Bertrand' holds an MBA in International Business, is a qualified Financial Analyst and Licensed to trade many of the cash and derivative products on EURONEXT. Bertrand's specialist skills include the protection of MiFID Retail Investors within jurisdictional funding mechanisms.
The Investors Europe Trading Portal extended its focus of activity to East Africa, Asia and Australia with the launch of Investors Europe Mauritius in 2013 whose Licensing and subsequent takeover of Investors Europe Gibraltar was approved by the Mauritius and Gibraltar Financial Services Commissions. In today's rapidly changing fiscal environment, the subsidiary's new role as an introducing broker to its Mauritius Parent Company has enhanced the privacy of clients.
Investors Europe Mauritius is an execution-only stockbroker so that its Trading Portal can never have a conflict of interest with clients. It thereby offers the very highest levels of client protection possible because in addition to working with EU MiFID designated client portfolios in segregated, individually margined trading accounts, it holds client assets in the UK rather than in the euro area. When this advantage is allied to the privacy of nominee trading accounts, it is a winner.
Bertrand is Director of Diamond Fields International Ltd., which is listed on the Canadian Stock Exchange (TSX-V: DFI)
SurlyTrader is a portfolio manager at a large financial institution who specializes in trading derivatives. He has been in the financial services industry for over a decade and would like to share his experience and enthusiasm in the financial markets with those who have a natural curiosity and passion to learn.
He completed a BS in Computer Engineering with Mathematics minor, and a MBA in Finance. He is also a CFA Charterholder and Global Association of Risk Professionals Financial Risk Manager (FRM).
I am an independent investor writing at Scott's Investments (http://www.scottsinvestments.com). My site is dedicated to discussing and publicly tracking historically successful investments strategies and sharing free investment resources. I emphasize empirical, historical, and quantitative analysis, portfolio strategies for individual investors and technical analysis.
I have quickly become a highly-rated site on Investimonials, http://www.investimonials.com/blogs/reviews-scottsinvestmentsgmailcom.aspx
Kathy Lien is Managing Director for FX Strategy at BKAssetManagement.com and Co-Founder of BKForex.com. Having graduated New York University’s Stern School of Business at the age of 18, Ms. Kathy Lien has more than 13 years of experience in the financial markets with a specific focus on G20 currencies. Her career started at JPMorgan Chase where she worked on the interbank FX trading desk making markets in foreign exchange and later in the cross markets proprietary trading group where she traded FX spot, options, interest rate derivatives, bonds, equities, and futures. In 2003, Kathy joined FXCM and started DailyFX.com, a leading online foreign exchange research portal. As Chief Strategist, she managed a team of analysts dedicated to providing research and commentary on the foreign exchange market. In 2008, Kathy joined Global Futures & Forex Ltd as Director of Currency Research where she provided research and analysis to clients and managed a global foreign exchange analysis team. As an expert on G20 currencies, Kathy is often quoted in the Wall Street Journal, Reuters, Bloomberg, Marketwatch, Associated Press, AAP, UK Telegraph, Sydney Morning Herald and other leading news publications. She also appears regularly on CNBC – US, Asia and Europe and on Sky Business. Kathy is an internationally published author of the best selling book Day Trading and Swing Trading the Currency Market as well as The Little Book of Currency Trading and Millionaire Traders: How Everyday People Beat Wall Street at its Own Game – all published through Wiley. Kathy’s extensive experience in developing trading strategies using cross markets analysis and her edge in predicting economic surprises serve as key components of BK’s analytical techniques.
I am an internationally recognized market technical analyst and trader since 1997. Through www.TheTechnicalTraders.com my mission is to help clients boost their investment performance while reducing risk exposure and portfolio volatility. Through years of research, trading and helping thousands of individual traders and investors around the world I designed an automated algorithmic trading system indicators for the S&P 500 index which solves investor’s biggest problem related to the stock market - the ability to profit in both a rising and falling market. My focus is to educate individuals on how to swing-trade indexes, stocks, ETF's, precious metals, and energy at: http://www.TheTechnicalTraders.com
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 firstname.lastname@example.org
Market Sniper is a full time market trader. He predominately trades broad market ETFs, stocks, futures and options. He is a former Series 3 and Series 7 licensed broker with Dean Witter and then EF Hutton. He does a mixture of day trading and swing trading with few long term positions with the exception of venture capital positions. He is also a California Real Estate broker and California Certified Residential Appraiser. Market Sniper has a life long interest and fascination with all markets, including real estate. He is an avid student of trading psychology, markets, history, economics and economic history. Market Sniper firmly believes that those who understand history control their own future.
Leigh Drogen is the Founder and CEO of Estimize.com and Forcerank.com. Estimize is an open financial estimates platform which facilitates the aggregation of fundamental estimates from independent, buy-side, and sell-side analysts, along with those of industry experts and private investors. By sourcing estimates from a diverse community of individuals, Estimize provides both a more accurate and more representative view of expectations compared to sell side only data. Leigh started his career as a quant trader at Geller Capital, a White Plains, NY based fund where he ran strategies that looked at earnings acceleration and analyst estimate revision models, as well as price momentum and several sentiment indicators. Leigh later went on to be the founder of Surfview Capital, a New York based asset management firm that used many of the same strategies as Geller Capital, with a focus on higher beta names on an intermediate term time frame. His educational background includes focus in economics and international relations, specifically war theory. He is a graduate with honors from Hunter College in New York City. You can contact Leigh by emailing him at Leigh@estimize.com
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.
Vahan Janjigian is Chief Investment Officer at Greenwich Wealth Management, LLC, an SEC registered investment advisor. He previously served as Chief Investment Strategist at Forbes Media, LLC. He has served on the finance faculties of several universities. Vahan is the author of several books and numerous research papers published in academic journals.
Clive Corcoran has been an independent trader, on both sides of the Atlantic, for more than 20 years. In recent years he has been engaged as a course developer and tutor, providing international executive education workshops and individual mentoring. He is also an FSA registered adviser and provides wealth management services and investment advice to private clients.
As an author he has written Long/Short Market Dynamics: Trading Strategies for Today’s Markets (Wiley, 2007) and several titles for the Chartered Institute for Securities and Investment (CISI). A new book entitled Systemic Liquidity Risk and Bipolar Markets is scheduled for publication by Wiley Finance in December 2012
He has been a regular analyst/contributor to CNBC Europe and other broadcast outlets, runs executive education workshops in conjunction with Euromoney, ICMA and Thomson Reuters, and has been a featured speaker at international trading and investment expos.
Don Dion (email@example.com, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners. Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College. In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession. Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration. Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Mr. Dion can be reached at firstname.lastname@example.org.
Blogger on Seeking Alpha
Ranked #61 out of 5,308 bloggers (#154 of 9,385 overall experts)
290 out of 495
If you copied Don Dion's ratings since 2013 and opened each position for the duration of 1 Year , then 59% of your transactions would have been profitable with an average return of +7.7%.
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.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Marvin R. Clark is the Managing Principal of Monsoon Wealth Management (MWM). Monsoon offers affluent individuals and business owners’ wealth management, economic, and market advice throughout America.
Based in Scottsdale, Arizona, Monsoon’s major task is employing a macroeconomic top-down research and analysis approach to formulate a relative value investment thesis across debt, equity, and commodity asset classes. We provide an actionable roadmap during this extraordinary period as geo-political and economic change accelerates.
Prior to opening Monsoon Wealth Management in 2007, Marvin spent 10 years in the capital markets, fixed income division, of Charles Schwab & Co. Before Schwab, he spent 15 years on Wall Street with The Pilgrim Group, Bank of America, and Morgan Stanley.
Marvin is the publisher/author of the Fixed Income Daily, a financial blog dedicated to providing essays and video clips from various analysts, money managers and officials, shedding light on the economy and markets.
He is a contributing author with over 9,800 captive subscribers to the premier award-winning stock market opinion and analysis - Seeking Alpha and a contributing columnist for the Dubai-based, bi-lingual, Alorrya.com.
Marvin is a popular featured and keynote speaker throughout the southwest and a recent guest faculty member for A.T. Kearney with Institute for Supply Management’s The Center for Strategic Supply Leadership CSSL forum.
His unique interpretation of macroeconomic data and smooth writing style has been a reference source online for many financial newsletters including Yahoo Finance, Reuters, MarketWatch, Blogrunner, istockanalyst, The New York Times, Real Clear Markets, Kiplinger’s, and many, many others.
Zach Scheidt is the editor of Lifetime Income Report and Income on Demand — investment advisories dedicated to finding Wall Street’s best yields. He brings to the table impeccable investment management experience and a solid record of identifying oversized payout opportunities.
Zach previously edited Income & Dividend Report, which was also dedicated to finding great stocks paying high dividends, and Accelerated Income, an advisory that focused on earning income using covered calls.
He started his career as a cost accountant for SunTrust bank, before he left for a more exciting career as an analyst for an Atlanta-based investment advisory. The company catered to wealthy clients with a minimum account balance of $1 million. It also ran two hedge funds with combined assets above $100 million. Zach was personally responsible for $20 million of the firm’s money, as well as $20 million in individual client accounts.
Zach graduated with honors from Lee University, a small private university in Cleveland, Tennessee. Upon entering the investment business, Zachary simultaneously worked full-time as an analyst and portfolio manager, and earned his MBA at Georgia State University.
When he is not scouring Wall Street for ultra-high dividends, Zach enjoys running and spending time with his wife and seven children.
Joe is CEO of Stanford Wealth Management and a retired SVP of Charles Schwab. He served 36 year in active and reserve military service in special operations and the intelligence community. He brings that geopolitical experience and rational systematic perspective to his research and analysis. He is the author of the investment primer "Bringing Home the Gold" and a member of the SA Marketplace.
If you have a $500,000 portfolio ($250,000 for solely mutual funds & ETFs) you may contact Joe for a no-obligation "second opinion" on your current portfolio: email@example.com.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 28 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management. He favors tactical asset allocation strategies over "set-it-and-forget-it" investing.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha, The Street and TalkMarkets. Gary’s participation on local and national radio has spanned more than two decades, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 21-year old daughter, Wei Gordon.
Brian Kelly is Founder of Brian Kelly Capital. Brian has over 17 years investment experience trading US & international equities, forex, options, futures, metals, and commodities. He has traded for some of the largest hedge funds, pension funds, and mutual funds.
Mr. Kelly is a CNBC contributor and can be seen regularly on the show Fast Money.
Mr. Kelly is a graduate of the University of Vermont where he received a BS in Finance. He also holds an MBA from Babson Graduate School of Business with a concentration in finance and econometrics.
Former ETF analyst, ETF strategist, newsletter author, newsletter publisher, separate account manager, RIA owner, mutual fund manager, and hedge fund manager.
Founder/creator of the ETF Field Guide, ETF Deathwatch, InvestWIthAn Edge, AllStar Funds, All Star Fund Trader, and the Sector Ace.
Nick Gogerty he has worked at a value based hedge fund, a quant forex desk and debt prop desks, various technology and marketing firms and a deep future science research lab as well as one of the world's largest hedge funds. He is to be a guest lecturer at Columbia's Value Investing program fall 2014 and wrote, The Nature of Value published by Columbia University Press.
His experience and passion runs deeply across multiple market sectors, audiences and geographies.
Mr Gogerty has lived in 6 countries across 3 global regions, solving complex business problems.
Previously, Mr. Gogerty developed commodity hedge fund portfolios and indexes, working as a quantitative developer and trader on a proprietary foreign exchange desk in London. In addition, Mr. Gogerty has been a serial entrepreneur in convergence spaces between technology and media. He has also testified before the U.S. Senate on technology and counter-party financial risk with regard to the year 2000 transition.
Mr. Gogerty holds a Bachelor of Arts in cultural anthropology from the University of Iowa, an M.B.A. from the Ecole de Ponts et Chaussees in Paris. He holds or has held Series 3, 7, 63 and FSA licenses. Nick holds the Chartered Alternative Investment Analyst (CAIA) (http://www.caia.org/) designation. Mr. Gogerty lives in New York City with his wife Mercedes, where he enjoys reading about finance, technology, design, applied science and sustainable development in emerging economies. visit www.thenatureofvalue.com