After graduating from Syracuse University with honors (1991), he spent seven years on the worldwide equity derivative desk at Morgan Stanley (vice president). In 1997, he became a managing director of derivatives at The Galleon Group. Three years later, he joined $400 million hedge fund Cramer, Berkowitz as partner (head of trading) and was President from January 2001 until January 2003.
From July of 2000 through September 2001, Todd was the featured columnist on TheStreet.com's Realmoney.com financial website.
Todd has appeared on The FOX Network, CNBC, CNN, Bloomberg Television, and E-Entertainment, as well as BusinessWeek, Worth, Fortune, the New York Times, Barron's, Trader's magazine, New York magazine, New York Newsday, the Toronto National Post, Dow Jones MarketWatch and the Wall Street Journal. He has lectured at numerous universities including Harvard, Syracuse, Northern Kentucky, NYU, and the Wharton School of Finance.
Todd was featured in the Oliver Stone documentary celebrating the 20th Anniversary of the movie Wall Street. In December, 2008, he received an Emmy Award from The National Academy of Television Arts & Sciences for his role as Executive Producer of Minyanville's World In Review, the first (and only) animated business news show.
"Todd Harrison's trading commentary is top notch -- he distills what are often arcane market concepts down to the layman's terms - and in an entertaining fashion. No small achievement in this Booish market."
-- Steve Galbraith
Former Chief US Strategist, Morgan Stanley
"Todd is one of the most talented traders on Wall Street today... he combines the unique talents of understanding both the fundamental and technical aspects of stock trading as well as being a 'student' of the market."
-- Steven Starker
Former managing Director/Partner, Goldman Sachs Equity Division
"Todd's unique approach and trading style to the markets is somewhat unconventional; he has a knack of anticipating the next market move, which puts you in front of the crowd."
-- Rick Gallo
Managing Director, Schwab Capital Markets LP
" Toddo is the best read on Wall Street..."
-- Tony Dwyer
Chief Market Strategist, FTN Midwest Research
"As a trader, Todd is adept at all dimensions of money management. As a professional, he takes very seriously the responsibility that has been entrusted to him."
-- John Succo
Chief Investment Officer, Victus Capital, and former head of Lehman Brother's Equity Derivatives
"I've watched Todd develop into one of the most gifted option traders on the street..."
--David Slaine
Former head of OTC trading at Morgan Stanley
"Not only is Todd one of the savviest and well informed traders on the street, he has an incredible market feel and an uncanny ability to relay his talents to the professional and layman alike."
-- Ken Swain
Managing Director, Jeffries & Co
"...he has one of the best pure trading feels in the market..."
-- Jordi Visser
Former managing Director, Morgan Stanley
"I've never seen such well-articulated trading ideas and the thought process behind them before."
-- Bill Fleckenstein
President, Fleckenstein Capital Management
"Todd's creativity and disciplined trading style has earned him the title of 'Top Gun' for traders in the hedge fund world."
--William Levy
Managing Director, Lehman Brothers
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Prior to his current position, Adami worked for Goldman Sachs where he held several positions. He joined Goldman Sachs in 1996 as the head gold trader and one of the many proprietary traders within the Fixed Income Currency and Commodity division. In the spring of 2000, Adami joined the US Equities division of Goldman Sachs where he was put in charge of its Industrial/Basic Material group.
Adami began his career at Drexel Burnham Lambert in 1986 and was quickly promoted to vice president and head gold trader at the firm where he cemented trading relationships with famed financiers Sir James Goldsmith and Kerry Packer. Adami also held similar positions at AIG International Inc.
Mr. Adami welcomes your comments at adami@minyanville.com.
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He has been an active trader since 1998, taking occasional breaks from daily trading when he returned to his academic roots to serve as a part-time Adjunct Professor of Molecular and Cell Biology at the University of Connecticut from 2001-04.
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Peter is the President and CEO of Financial Insyghts LLC. Through Financial Insyghts, Peter helps his clients better understand the issues affecting the financial services industry (particularly credit, regulation and accounting) and their impact on the economy.
Prior to forming Financial Insyghts, Peter spent almost twenty-five years working in the financial services industry. His experience includes thirteen years at JPMorgan, building and ultimately serving as Managing Director and Head of the Asset Finance Group (responsible for non-mortgage securitization), serving as Executive Vice President and Treasurer of credit card issuer First USA, Treasurer of Banc One, Chief Operating Officer of Banc One Investment Advisors, and CEO of Bank One Private Client Services.
Peter graduated from The College of William and Mary with honors, and is a member of Phi Beta Kappa. He currently serves on the Board and Chairs the Budget and Finance Committee for the William and Mary Foundation.
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Before joining Portfolio, Megan covered personal investing and the brokerage industry as a staff writer for SmartMoney. Prior to that she spent four years at U.S. News and World Report as an investigative reporter and a staff writer for the business section. She was also a writer for The Industry Standard for the duration of the magazine’s existence, in both its San Francisco and New York bureaus.
Before becoming a journalist, Megan gave Wall Street a try as an equity research associate for Hambrecht & Quist, which is now part of J.P. Morgan.
A graduate of the University of Virginia, Megan now lives in Brooklyn, NY.
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He has written movies, run newspapers, rebranded companies, and promoted products internationally. Bennett has written about finance and securities for a variety of national publications. With a Bachelor of Science from Syracuse University, he's followed stories in the mining, energy, agriculture, gaming, and tech sectors.
Bennett welcomes your comments and/or feedback at guy@minyanville.com.
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A refugee from the music business, she is a graduate of The New School’s MFA fiction program and holds a BA in Literature and Writing from Columbia University.
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After more than five years with Boeing, Bloudek began working with his current business partner in early 2002. He has specialized in Arbitrage trading in the FX market, private venture funding, gaming, and alternative investments for five years. He is also Managing Director at Armada Capital Partners in Seattle, Washington, heading up all alternative and strategic investments.
In his spare time, he volunteers as a youth running coach and is an avid distance runner with numerous accomplishments, including winner of the Seattle half marathon. He currently calls Seattle, Washington his home.
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He is from Broomall, PA, but tells people he is from Philadelphia.
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James Brumley is the Director of Research for options trading site BigTrends.com, and stock-trading spin-off site BigStockTrends.com. You’ll find his commentary and opinion on both websites, as well as in other financial media.
Brumley’s career began as an investment specialist with discount broker Charles Schwab. He joined the BigTrends team as an analyst in 2002, and was named head of trading research in 2006.
Philosophically, Brumley feels discipline and consistency -- and a willingness to sometimes be in the minority -- are the keys to investment success for any time frame. He also believes the fine line between diversity and dilution is too often crossed, watering down much of an investor’s potential for real gains. His trading strategies often reflect his systematic approach. More than anything though, Brumley's passion is helping investors make or preserve money through his writing.
Brumley has dual degrees in finance and marketing from Transylvania University.
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Calianos has 20 years of trading experience in stocks, futures, and options. He has also served as a portfolio consultant in the areas of economics, risk management, and real estate investment to some of the world’s largest investors, including GE Capital, Citigroup, and the CommonFund.
Calianos graduated from Boston College with a degree in Computer Sciences and Biology in 1985. He lectures in the graduate program at the Massachusetts Institute of Technology (CRE).
Calianos lives in Northampton, Massachusetts, with his wife and two sons.
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A grizzled veteran of both outer Brooklyn and Harvard University, Nico owes the former a visit and the latter approximately US $10,757,214.04 (before interest).
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Marissa has previously contributed her efforts to the Wall Street Journal, Family Circle magazine, and La Mujer Obrera.
She spends just about as much time commuting as she does working, and has a strong distaste for financial acronyms.
Marissa welcomes your feedback at mcarl@minyanville.com.
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Eager for a break, Cassimatis took a few years off around the turn of the millennium to relax and recuperate. Concerned about the dollar, Cassimatis reemerged as a commodity futures trader in 2002, specializing in gold and silver. He won Kitco’s writing contest, ”So You Think You Can Rant,” having demonstrated his keen understandings regarding the metals markets, their pricing, psychology, and driving determinants. Cassimatis also trades currency, agricultural, interest rate, and energy futures for his one-man fund.
A graduate of Bucknell University in 1994 with an Economics degree, Cassimatis now lives outside of Philadelphia with his wife, Jessica, and housemate, Matty, among six cats and dogs. He has recently taken to architecture and interior design. A house music DJ for 10 years, Cassimatis shows he's not your ordinary economist.
His other main project is a series of three memoirs, which he has written over the last eight years, about the trials of his life. A lover of any hot debate, Cassimatis keeps a blog, The Midnight Rambler, at www.johnnysrambler.blogspot.com, focusing on discussions of current economic and political malaise. He's a published poet, and regularly writes gold commentaries for Bullion giant Kitcon. He's also had appearances on Korelin economics report. He is excited to be joining the Minyanville team.
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Vinny Catalano, CFA is president and global investment strategist with Blue Marble Research, and author of Sectors and Styles (Wiley 2006). A leading investment strategist, asset manager, and global economic and capital markets expert, Vinny appears regularly in the media (CNBC, Bloomberg Radio, National Public Radio, Canada's CTV and New Delhi TV), and is frequently quoted in various professional publications (Wall Street Journal, Barron's, Financial Times, Reuters, Fortune, TheStreet.com, MarketWatch, Globe and Mail, and Business Week).
Catalano also produces and conducts numerous events with various CFA Societies and other groups throughout the US, including the highly popular "Market Forecast Series." He's a past president of the New York Society of Security Analysts and a Nonresident Senior Fellow at the Information Technology and Innovation Foundation.
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Ron Coby is a 22-year industry veteran with a diverse background in securities. Starting on Wall Street in 1987, he has worked as a stockbroker, syndicate manager, investment banker, financial analyst, market strategist, venture capitalist, and currently as a registered investment adviser and hedge fund manager.
A student of market history, Coby is passionate about his short-side strategy -- developed from an intense trial-and-error method of stupendous wins and disappointing losses while trading in wild bull and vicious bear markets.
Currently, he's partnered with Denny Lamson at Coby Lamson Capital Management. Get to know Coby in his new Wiley published book, Discover the Upside of Down, and by watching his free weekly video presentations at www.cobylamson.com.
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Coe spent two years in Investors Intelligence’s London office, providing consultancy to hedge funds and institutions, prior to moving to the US in the summer of 2008. A chart obsessive, in a typical day he will analyze upwards of 500 different charts, across all financial instruments. His most recent service highlights intraday trading ideas in the US markets - www.thecoereport.com.
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Mr. Collins was the Chief Operating Officer and a Portfolio Manager of Tuttle Asset Management, LLC’s long/short US equity hedge fund from 2005-2009. He also served as a Portfolio Manager of the Firms’ affiliated Registered Investment Advisor, Church Street Capital Advisors, LLC. Before he moved to Florida, Mr. Collins worked on Wall Street with Todd Harrison (former President of the $400 million hedge fund Cramer Berkowitz) to build the Emmy-Award winning financial commentary/education website Minyanville.com where he was the Editor in Chief.
He spent time with two Boston-based hedge funds as an Analyst/Trader. Mr. Collins began his career in institutional sales with SG Cowen as part of a team that included one of the founding partners of Cowen & Co. He later joined Lehman Brothers covering mid-market institutional and bank clients. Mr. Collins has spent the last 11 years analyzing the financial markets.
He was a contributor to the Wiley published book, Master Traders: Strategies for Superior Returns from Today`s Top Traders (2006). Mr. Collins has also been mentioned in numerous financial sources including the Wall Street Journal, wsj.com, Stocks, Futures and Options Magazine (SFO), Bloomberg, Yahoo! Finance, Investors Business Daily, Google Finance, Entrepreneur.com, TheStreet.com, Trade Station, e-Signal, Excite Money & Investing, MarketWatch and Minyanville. He has been a frequent contributor to the Wall Street Journal’s nationally syndicated radio programming. In Orlando, he's often featured on Central Florida News Channel 13’s “Money Report” segment and on Local 6.
Mr. Collins received a BS in Accounting and a minor in Economics from Saint Michael’s College as well as an MBA in Finance from the University at Albany. He is a member of the International Honor Society of Economics.
Mr. Collins is licensed as an Investment Adviser Representative (Series 65).
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Michael spent 2004 through 2008 at TheStreet.com, starting out as a member of the research team. Before long, he became a featured columnist across the company's network of sites, and managed an investment newsletter service.
Prior to TheStreet.com, Michael worked as a Research Analyst for Toyota Motor North America, studying the US auto industry and emerging automotive technologies.
His primary market interest is consumer electronics, particularly video games, and he has been quoted by the The New York Times, CNN Money, MacDailyNews, and GamePro, among many others.
In his spare time, he enjoys photography, cooking, and exploring his neighborhood of Sunset Park.
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After graduating from New York University, Cooper moved to Los Angeles where he and a partner started Dogtown Skates. He began his trading career at Drexel Burnham in 1981 in Beverly Hills.
After a few years there, he left to work for his father's private hedge fund. In 1986, Cooper went out on his own, choosing to trade exclusively for himself. After establishing a successful career as a private trader, he went on to write two best-selling books: Hit and Run Trading, The Short-Term Trader's Bible, and Hit and Run Trading 2, Capturing Explosive Short-Term Moves In Stocks, as well as a course, Jeff Cooper On Dominating The Day Trading Market. Buy them here.
In addition to his books, Cooper has also released a DVD, Intra-Day Trading Strategies: Proven Steps to Trading Profits and a DVD course, Unlocking the Profits of the New Swing Chart Method (with David Reif) which presents the first unified market theory and a practical explanation of the Gann Square of Nine Calculator, one of the most powerful tools for forecasting time and price.
After co-founding a financial markets Internet site in 1999, Cooper moved on to write a column and a trading service at TheStreet.com until 2006.
Today, Cooper consults and trades for himself from his home in Malibu, California where he lives with his wife and daughter.
Jeff welcomes comments and feedback at cooper@minyanville.com.
To register for a free trial to Jeff Cooper's Daily Market Report, click here.
To purchase any of Jeff's books or DVDs, click here.
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At Prudential Securities he was responsible for building out the financial content of that company's website. Curtis has also worked as a financial writer at a series of both web and print publications, including TheStreet.com/RealMoney.com, Worldlyinvestor.com, IndividualInvestor.com, Registered Rep Magazine, and Advanced Trading Magazine.
In addition, he has also provided market-related commentary and research for some of America's largest hedge funds. Curtis has held his series 6, 7, 24, and 63 securities licenses.
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Satyajit Das has worked in the area of financial derivatives and risk management for over 30 years. He has worked on the sell side (including Citigroup and Merrill Lynch), buy side (TNT), and as an independent consultant.
He is the author of a number of key reference works on derivatives and risk management. His works include Swaps/Financial Derivatives Library - Third Edition (2005, John Wiley & Sons) (a four-volume 4,200-page reference work for practitioners on derivatives) and Credit Derivatives, CDOs and Structured Credit Products -Third Edition (2005, John Wiley & Sons). He is the author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives (2006, FT-Prentice Hall), an insider's account of derivatives trading and the financial products business filled with black humor and satire. The book has been described by the Financial Times, London as " fascinating reading … explaining not only the high-minded theory behind the business and its various products but the sometimes sordid reality of the industry." He is also the author (with Jade Novakovic) of In Search of the Pangolin: The Accidental Eco-Tourist (2006, New Holland), a unique travel narrative offering passionate and often poignant insights into the natural world and the culture of eco-travel.
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Rod David developed analytical techniques that are designed to efficiently identify targets and turning points for any liquid stock or market in any time frame. He primarily applies his technique to analyzing S&Ps. The methodologies are also applied to other high-profile futures markets to generate an opinion and to identify specific actionable parameters.
Mr. David publishes his setups intraday on a blog at IfThenSignals.com, where he also hosts a live "charting room" webinar to graphically depict his patterns and targets in real-time.
Previously David was a Contributing Editor for optionMONSTER where he produced the Index Trader blog, providing intraday timing signals and targets in S&Ps and other futures markets. Prior to that, David founded AvidTrader.com in 1995, one of the original technical analysis websites. Through AvidTrader, Rod launched the web's first free-access traders chatroom in 1996 where technical analysis newcomers and experts from around the world mingle throughout each trading day.
In addition to Minyanville, David's analysis has been published or quoted in CBS MarketWatch, CNBC, The New York Times, Trader Daily, Futures Magazine, and Technical Analysis of Stocks & Commodities, among others. Rod graduated Summa Cum Laude from Park University and resides in the Kansas City area.
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Prior to joining Minyanville, Kevin worked for PaineWebber, AG Edwards, and Dorsey, Wright and Associates, where he edited and contributed to the firm’s daily research.
In 2008 Kevin won an Emmy Award from The National Academy of Television Arts & Sciences as a Writer/Producer of Minyanville's World In Review, the first (and only) animated business news show.
He welcomes your comments and feedback at kdepew@minyanville.com.
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Born and bred in New Jersey, Jarrod spent half his collegiate tenure at the University of Colorado where he majored in Relaxation and Snowboarding. As a result, the other half of his bachelors was spent at Rutgers University, New Brunswick where he majored in English Studies.
While away from Minyanville, his time is spent writings articles for music themed publications. Jarrod has interviewed musicians for Staythirsty Magazine, Ultimate Guitar, Jambase and more. He also loves art, the Yankees and most importantly, eating.
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Earlier in his career, he developed his proprietary system designed to identify stocks and options poised for explosive moves while he managed high net worth and corporate accounts for a couple of Long Island investment firms. In 2005, he created The Stock Playbook, a daily investment newsletter that provides daily market analysis and high-quality stock research to help individual investors, stock brokers, traders, and other investment professionals navigate the stock market. In 2008 he released the interactive version of the newsletter in which subscribers can listen to what’s really going on in Dispennette’s mind.
The Stock Playbook uses its proprietary system that combines CANSLIM techniques, technical and fundamental analysis, along with timing indicators, to present clear and concise instructions for each trade. He is currently in the process of starting his own hedge fund, which will follow the Playbook's methodology and invest primarily in equities, both long and short, and use an array of option strategies to boost returns.
Dispennette enjoys teaching others how to invest and guiding their investment decisions. Accordingly, he’s created The Stock Playbook to include both educational advice and real-time stock picks.
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She has written over 1,500 articles on trader and investor psychology, and mentored/coached over 600 traders and investors. Her first book, Personal Responsibility: The Power Of You was published in 2008. She writes on all aspects of trading psychology/radical wellness and longevity and provides consulting and real-time trading services on her website: www.thetradingdoctor.com.
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Mr. Dorsey invented the Triunity Theory of behavioral finance which proposes that the investor’s mood (how they feel), mind (what they think) and body (how they act in the market) translate into metrics which can pinpoint the phases of the market. These metrics are, respectively, market sentiment; investment themes and price trends. Mr. Dorsey is the author of Behavioral Trading: Methods for Measuring Investor Confidence, Expectations and Market Trends (Texere Press).
Mr. Dorsey’s analysis of market behavior never has been constrained by typical Wall Street methods. He has never worked for a traditional securities or research firm, ensuring a completely independent and original market perspective. Mr. Dorsey has published his market commentary since 1985, providing macro economic analysis and coverage of equities, sectors, fixed income, foreign exchange, energy and commodity markets. Over the years, he has successfully identified pivotal market extremes such as “Fantasia,” the deflationary climax in October 1998, “E*Greed,” the dot-com bust in December 1999, and “E*Quiphobia,” the stock market low in October 2002.
Mr. Dorsey is a graduate of AmherstCollege, where he majored in economics.
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Mr. Erlanger has lectured at Universities such as Rutgers, MIT, Boston University, Emory, and as an adjunct Professor at Bentley College where he taught a course in Technical Analysis.
Mr. Erlanger welcomes your feedback at phil@minyanville.com.
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Tom Fant was a portfolio manager at Atlantic Advisors, where he worked with fellow professor Rob Roy managing over three billion dollars in assets for institutions and individuals. Prior to joining Atlantic Advisors, Fant was a member of Morgan Stanley's mortgage portfolio management team, where he was responsible for determining portfolio strategy and trade execution for over 200 institutional accounts with more than $50 billion in mortgage-backed securities.
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Bob started as a sell-side analyst with Wood Gundy and Alex. Brown & Sons. In 1990, he moved to the asset management side with portfolio management/analytical positions at 1838 Investment Advisors and Merrill Lynch. Bob has an MBA from Seton Hall and a BS from Waynesburg College.
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Feingold was most recently responsible for managing a portfolio of convertible securities at Goldman Sachs. Before that, he was the senior partner and co-manager of the FrontPoint Convertible Arbitrage Fund from 2003 to 2005.
From 2000 to 2003, Feingold co-managed the Clinton Riverside Convertible Fund. Before going to the hedge-fund community Feingold was head of US convertible research at Lehman Brothers, traded convertibles for Credit Suisse First Boston, and traded convertibles, options, and structured products for PaineWebber.
Between FrontPoint and Goldman Sachs Feingold served as a consultant to Schaeffer’s Investment Research. Media quoting Feingold’s commentary included The New York Times and Forbes.com. Feingold has contributed to several anthologies and textbooks including The Handbook of Equity Derivatives (Francis/Toy/Whittaker) and The New Generation of Risk Management for Hedge Funds and Private Equity Investments (Jaeger).
Teaching has long been an important part of Feingold’s career. While at Goldman Sachs, Feingold lectured on convertible securities for Goldman Sachs University, the firm’s continuing-education division. In the fall of 1999 and 2000 Feingold co-taught the acclaimed Yale seminar “Market Psychology and the Truth About Derivatives.” Feingold’s objective with the seminar was to provide liberal arts students likely headed for policy-making careers the skills necessary to get behind the financial headlines and understand the real issues for themselves. His students went on to careers in the investment and regulatory fields.
A native of New York City, Feingold grew up in Berkeley, California. He lives in Westchester County, New York, with his wife and two daughters.
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Since joining Money Map Press in 2007, Fitz-Gerald and the Money Morning Team have helped over 170,000 subscribers in 25 countries successfully capture profits, generate income, and weather the current financial storm despite extremely challenging market conditions.
A frequent traveler who lives part-time each year in Asia, he believes in "boots on the ground" when it comes to identifying opportunities, Fitz-Gerald is a popular, highly sought-after speaker at financial conferences around the world.
He’s also a recognized pioneer of using non-linear theory for market prediction, risk management, and portfolio construction, and recently was named a founding member of the Kenos Circle, a Vienna-based think tank whose members work with institutional, corporate, and government clients worldwide to predict future economic and financial events.
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He welcomes your feedback at editor@minyanville.com.
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Since the venture’s early days, Ford has been helping to develop Minyanville’s presence in the university community, which has led to his unofficial title of "Dean of University of Minyanville." Part of this effort has involved research into the relationship between web-based learning technologies and development of financial market awareness among college students.
Ford has been recognized for both outstanding teaching and scholarship, including six college-level teaching awards and two conference best paper awards. His research has been published in peer reviewed journals such as Journal of Applied Behavioral Science, International Journal of Operations & Production Management, Quality Management Journal, Business Horizons, Journal of Education for Business, and Decision Sciences Journal of Innovative Education.
Ford holds a BS in applied science from Miami University and a PhD in operations management from the University of Cincinnati. He is a member of the Omega Rho International Honor Society.
Prior to his academic career, Ford spent 12 years in operations and corporate management at Consolidated Papers, Inc., now part of NewPage Corporation.
He is a member of the Academy of Management, Institute for Operations Research and the Management Sciences, Decision Sciences Institute, American Society for Quality, and American Financial Association.
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After a short stint in psychology, Jennifer started her writing career in Jerusalem, covering everything from local filmmakers to life on the West Bank. Moving to Manhattan in the 1980s, she paid her dues covering local politics and potholes for two New Jersey newspapers, then became a staff reporter for The Manhattan Lawyer and The American Lawyer.
Jobless in Japan while accompanying her husband for his work there with Newsweek, she tried to get an interview with Sumo wrestler Akebono for People magazine. While she succeeded in getting into the “beya” (training stable) and interviewing the other wrestlers, she was escorted out rather forcefully when trying to get near her mark. She lost the assignment, but started a long-time freelance relationship with People.
She is currently freelancing for various publications including The New York Times, and teaching writing to ESL students at Concordia College.
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Godfrey formed Children's Financial Network, Inc to promote the mission of education for children and their parents. She has authored 16 books dealing with money, life skills, and values.
Godfrey's first adult book, Money Doesn’t Grow on Trees: A Parent’s Guide to Raising Financially Responsible Children became number one on The New York Times Best-Seller List. Her latest book, released in March 2007, is Life, Inc. The Ultimate Career Guide for Young People.
In addition to her books, Godfrey has developed The One and Only Common Sense/Cents Series, the first money curriculum for Grades 1 to 8 along with a CD-ROM, MONEY TOWN, for children from kindergarten through eighth grade.
Godfrey is a dedicated and serious advocate for women. Her books and programs aim to empower women to take charge of their financial lives. She has two books for women, Making Change and Mom, Inc.: Taking Your Work Skills Home. She frequently speaks on the subject to groups focusing on assistance to women as well as supporting the education of their children. Presently, she is on the board of directors of UNIFEM (United Nations Agency for International Women's Rights) and has held successful fundraisers for them.
Godfrey has been a speaker for Merrill Lynch, Paine Webber, AIG, AG Edwards, Fleet, and New York Life. She has served as national spokesperson for Microsoft, Coca-Cola, Fidelity Bank, Quaker Oats, UPS, AIG, Procter & Gamble, and Nuveen. She is a financial literacy advocate for the American Bankers Association.
Godfrey appears often on radio and television on such shows as The Oprah Winfrey Show, Good Morning America, Today show, CNBC, NBC, CNN, and CNN-fin.
She has been awarded "Woman of the Year," "Banker of the Year," and "Child Advocate of the Year." She has served on a White House Task Force and a Governor's Task Force as well as the board of directors of The New York Board of Trade, UNICEF, University of Charleston, and YPO (Young President's Organization). Presently, in addition to her work with UNIFEM, she is on the board of directors of the Morris County New Jersey Chamber of Commerce and is a member of the Advisory Board of Girls, Inc.
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www.sentimenTrader.com is a publication of Sundial Capital Research, Inc.
Goepfert has been trading stocks, stock and index options, index futures, currencies, and commodities for more than nine years. He holds several securities licenses (Registered Representative, General Securities Principal, and Options Principal) and has most recently managed the operations departments of a large hedge fund and top-10 online brokerage. Jason was awarded the 2004 Charles H. Dow Award for Excellence in Technical Analysis from the Market Technician's Association.
He welcomes your comments and feedback at Jason@minyanville.com.
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In addition to trading, Gordon applies his expertise in technical analysis to produce the widely-read "Strategy of the Day" research report for clients of FOREX.com and GAIN Capital. Gordon is also a frequent contributor to publications such as Technical Analysis of Stocks and Commodities and Active Trader, and spoken internationally on technical analysis in the forex market.
Prior to joining GAIN in 2004, Gordon was a Director with Connors Capital, LLC, a hedge fund in Los Angeles. Gordon began his professional career trading equities for Aspen Trading, LLC.
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He writes a column on leadership for Fast Company as well as a syndicated column, "Solve Anything with Dr. Mark," for Tribune Media Services. Mark blogs for The Huffington Post, Daily Speculations, Basil and Spice. Frequently called upon to share his expertise with the media, he has been quoted in The Wall Street Journal, Harvard Business Review, Fortune, Newsweek, Time, and Reuters. He has offered commentary on NPR, CNN, and Fox News; and has appeared on the Oprah and Today shows. He lives in Los Angeles, California.
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Kristin Graham is a Business Development and Strategic Analysis Analyst at eChinaChem, a leading Chinese integrated media company for the chemical and pharmaceutical industries. She is a former analyst and financial editor for The Motley Fool, where she frequently wrote columns highlighting the consumer sector on Fool.com and specialized in global equities on the Fool’s international newsletter.
Kristin currently resides in Shanghai, China, and has extensive global experience after sailing around the world on the Semester At Sea study abroad program. She graduated Magna Cum Laude from Duquesne University School of Business with a dual degree in Finance and Investment Management in 2006. Kristin is a Level 3 candidate in the Chartered Financial Analyst program.
Please feel free to contact her at kristin@minyanville.com.
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After graduating from Denison University in 1995, Adam took on a career on the sell-side of the equity markets lasting 14 years. During those 14 years, more than 11 at Morgan Stanley, he traded Nasdaq, NYSE, and European equities specializing in the Technology, Media, Telecommunications, and Pharmaceutical sectors.
At present, he holds the President positions at Camden Securities Company (a family-run Commercial Real Estate business specializing in retail strip centers) and Consolidated Development Corporation. Adam is also the founding member of Great Hill Investments, LLC.
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-- Geoffrey Helt
After receiving his MBA from the University of Texas, Helt was a management consultant for Deloitte Consulting Group and a founding member of its change management practice. Post Deloitte, he co-founded Blinq, an innovation studio that developed learning programs and e-business strategies for companies such as 3M, Lucent, and Pfizer.
Over the last decade, Helt has advised leaders of several Fortune 500 firms -- including Starbucks, The Ritz-Carlton, and Whole Foods Market -- on transforming their store designs, product portfolios, and company cultures. He has been a leading speaker and instructor in the areas of business design, customer-centered innovation, and leadership development, giving workshops and talks throughout the US as well as in Helsinki, Nice, and Toronto.
From 1999-2004, Geoffrey served as a Lecturer at the McCombs School of Business and as a Fellow in the Center for Customer Insight. He developed and taught MBA and Executive Education courses on Customer Insight and Innovation; he received teaching awards for his MBA coursework on numerous occasions.
Through these teachings and transformation efforts, Helt uncovered his life’s work -- elevating the practice of leadership. In 2007, Helt founded The Moose Wilson Project, which is a Leadership Institute located in Bend, Oregon. It’s mission is to advance how leaders see, think, and move through the world. He has created an integrated curriculum, The Modern Craft of Leadership, which brings together advanced concepts from architecture, science, and psychology. The curriculum provides leaders with the tools and the thinking that enable them to dramatically elevate their level of performance. He also writes on the future of leadership; his writing can be found at www.thedailybrief.com.
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Hoffman is currently Editor-in-Chief of Wall St. Cheat Sheet and trades full-time. After graduating early with honors from Duke University, he raised private equity with friends during the late 1990s to launch a successful start-up. Mr. Hoffman went on to work for boutique sports investment bank Inner Circle LLP, where he worked on the sale of the NBA franchise New Jersey Nets to Brooklyn real-estate development firm Forest City Ratner Companies.
Hoffman also graduated with honors from the University of Miami School of Law as a Dean’s Merit Scholar. He clerked at the Florida Supreme Court for the Honorable Justice Kenneth Bell and Central Staff. In 2006, at Harvard Law School, he gave a guest lecture entitled, “Business and Law in the New Independent Music Industry.”
Visit his website at www.wallstcheatsheet.com.
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Dr. Hoover's organization development dissertation at the Fielding Graduate University in Santa Barbara, California asked and answered the question: Can Television Shape Corporate Culture? Before that, he had already been a line producer for the Marketing/Entertainment Division at Disneyland and the general manager of audio and video publishing for McGraw-Hill. In the midst of all that, Dr. John spent six years as a Marriage and Family Therapy intern in California where much of his caseload involved court-ordered counseling for street gang members in Los Angeles and Orange Counties, as well as other felons, preparing him for coaching challenges among the naughtiest corporate types.
Since 2004, Dr. John has appeared on FOX’s Your World with Neil Cavuto (twice), Fox & Friends, TODAY with Campbell Brown, The Dennis Miller Show, ABC Now, MSNBC Live with Lester Holt, Bloomberg Television & Radio Network, CNNfn with Valerie Morris, and more than a dozen local television interviews including WABC New York City (Sweeps Week feature) Albany, Pittsburg, Detroit, Cleveland, Chicago, Milwaukee, Denver, Portland, Oregon, and Miami, Florida. He has also been heard on National Public Radio and more than 100 other radio interviews in the United States, Australia, Canada, and England.
In print, Dr. Hoover has been featured in the New York Times, the Wall Street Journal, USA Today, Investor’s Business Daily, AOL Business, Forbes.com, the Chicago Tribune, the Miami Herald, the Dallas Morning News, the Orlando Sentinel, in Boardroom Reports, and dozens of publications including foreign print interviews in England, France, Germany, Japan, Israel, South Africa, and Brazil. Dr. John is the author or co-author of more than a dozen business books, which have been translated into more than 15 languages including Bahasa Indonesia, German, Italian, Japanese, Korean, Polish, Portuguese, Romanian, Russian, Spanish, Swedish, Tagalog, Thai, and Turkish.
Dr. Hoover is proud to be a Minyanville professor as well as an adjunct faculty member of the Fielding Graduate University and the American Management Association.
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She was born and raised in Cold Spring Harbor, Long Island, and now resides in New York City.
Jacinto enjoys traveling around the world and hopes to visit every country on the map. She works closely with the Taglit Birthright Israel Organization. Also, Jacinto works closely with the Ruby Peck Foundation for Children's Education.
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Born and raised in California, Andrew Jeffery graduated from UC San Diego in 2001 with a degree in Economics and Political Science. Jobless and happy the ensuing summer, on a Monday he decided to move to New York and that Friday flew out to find work and a place to live. He hit the pavement to look for jobs and ended up in the bowels of a Manhattan restaurant through the winter, manning the phones in the takeout department and running the occasional delivery order. His knowledge of vulgar Mexican slang increased dramatically during this time.
Jeffery began his career in 2002 at a small mortgage finance firm, Wembley Asset Management, which Bear Stearns eventually purchased to help build their residential mortgage business. Unsatisfied and ready for a change after a couple years, Andrew spent the next nine months touring the country and the Baja California Peninsula, tallying over 40,000 miles behind the wheel and overstaying his welcome on the couches of many generous friends and relatives.
Coaxed out of retirement by a colleague from Wembley, Jeffery headed back to New York in 2004 to work at The Winter Group, another specialty mortgage finance firm. There, he built and ran a $500 million warehouse financing platform and witnessed the last gasp of the mortgage bubble.
In 2007, Jeffery again left the world of mortgages to travel and spent six months in upstate New York, fishing, gardening, relaxing, and generally enjoying being outside. As his interest in trading grew, Andrew stumbled upon Minyanville and joined the editorial team to spread the gospel of the 'Ville.
Earlier this year, Jeffery and two other partners formed a specialty real estate firm, Cirios Real Estate. Cirios provides property valuation consulting to hedge funds and investment companies picking through the carnage of the distressed mortgage market. The company offers the same in-depth analysis to Main Street, helping homeowners and prospective buyers navigate the minefield that is the current real estate market.
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Stacia's 20-year career in media includes positions at Welsh Publishing, Hachette Filipacchi Magazines, and iVillage, where she served as Vice President of various groups, including Community, Parenting, and Lifestyles. She has written The Frugal Woman’s Guide to a Rich Life (Rutledge Hill Press, 2003). Stacia currently runs PlumberryJam.com, a guide to local shopping, dining, and events in Westchester County.
The mother of two school-age children, Stacia is passionate about both reducing her carbon footprint and monthly expenses, and therefore feels justified in nagging her children to turn off the lights when they leave a room.
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Kadlec has appeared on CNN, CNBC, Good Morning America, The Nightly Business Report and Wall Street Week and been a guest on many radio networks, including XM and Sirius. He is a contributor to World Book. He won a New York Press Club award in 2002 and a National Headliner Award in 1998 for his columns on the economy and investing. His writing appears prominently in submissions that earned Time the coveted magazine award for General Excellence in 2005.
Kadlec joined Time as Senior Writer and columnist in 1996. His focus has long been on the economy, personal finance, and other matters of individual well-being. He has written extensively on many aspects of business. Cover stories he authored include one on the low-carbohydrate diet fad and another on economic trends that will keep many Americans at work until they're 80. Covers he edited include one on the real estate boom. He is the former editor of Time's "Generations" section, which is written and edited for Baby Boomers.
Kadlec came to Time from USA Today, where he was the creator and author of the daily column "Street Talk," which anchored the newspaper's business coverage. Kadlec first joined USA Today in 1986 as a business writer. He left briefly in 1989 to become part of the editorial leadership that launched the St. Louis Sun. He rejoined USA Today in 1990 as an editor, and began the "Street Talk" column in 1992.
Kadlec holds a BA in Communications from Marquette University, where the College of Communications recognized him in 2005 with its top alumni honor, the By-Line Award. He and his wife, an executive at Johnson & Johnson, have three children at home and live in Chappaqua, New York.
Kadlec welcomes your comments and/or feedback at kadlec@minyanville.com.
Kadlec's blog can be seen by clicking here.
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Katsenelson performs fundamental security analysis of mid- and large-cap publicly traded companies.
Katsenelson is an adjunct professor at the University of Colorado, where he teaches practical equity analysis and portfolio management. He holds a BS in Finance and an MS in Finance from the University of Colorado.
Vitaliy Katsenelson can be reached at www.contrarianedge.com. He is Director of Research with Investment Management Associates, Inc., an author of Active Value Investing: Making Money in Range Bound Markets, and teaches practical equity analysis and portfolio management at the

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Adam Katz is currently a partner at Marker Advisors, an independent firm providing technology research to a select group of institutional investors. Prior to Marker Advisors, he spent eight years at MS Howells & Co, an institutional brokerage firm that provided high touch research and prime brokerage services to the buy-side, and most recently served as the company's CEO.
Katz lives in Scottsdale, Arizona and spends his free time avoiding golf courses, playing hockey, and generally worrying about stuff, particularly as they pertain to the global markets.
Mr. Katz welcomes your feedback at katz@minyanville.com.
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He is the only practicing Chartered Market Technician who has also qualified as a Chartered Alternative Investment Analyst in India and brings to the table a unique faculty at blending fundamental value assessments with Technical & Quantitative Market timing frameworks.
He is a Post Graduate in Business Management from the prestigious XLRI Jamshedpur School of Business. He has continued to pursue varied learning programs and recently earned the FRM certification from GARP. He's written his CFA Level III exam and is pursuing a Masters in Financial Engineering from The National University of Singapore.
He is one of the earliest Alternative Investment professionals in the Indian markets and has done significant work in the arenas of market timing, derivatives strategy, quantitative trading, and investing in the Indian context.
His focus is India and his keen interest is in every other liquid and tradable market on the globe from commodities, currencies, and equity indices.
He has been a regular columnist, market commentator in the various media, regular speaker at various industry conferences in India and overseas, and a highly networked professional who brings on table multi-faceted holistic perspectives on Indian markets and often global markets across time spans ranging from intraday to multi-year fractals of market horizons.
Kedia has been married for twelve years and has two daughters. His hobbies include playing chess, studying crowds, cookery, and reading.
He is reachable at sushilkedia@vsnl.net.
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Eric Kessler is the Managing Director of Arabella Philanthropic Investment Advisors, a national philanthropy consulting firm that works with individual philanthropists, family foundations, institutional donors, and corporations to make their giving more effective. Kessler is based in Arabella Advisors' Washington DC office.
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Kosar is a 25 year veteran who spent the first half of his career on the trading floors of the Chicago futures exchanges, where he had the opportunity to learn how the financial markets work from the inside out. This experience, early in his career, became the foundation for the unique analysis, insight, and perspective that defines Asbury Research.
Kosar is frequently quoted in the media and regularly appears on financial television. His ideas and comments can also be seen on Asbury Research's financial blog, Logic-Over-Emotion Investing. He was awarded the Chartered Market Technician (CMT) designation in 1999. Kosar is a former Vice President of the Market Technicians Association (MTA) and was a member of its Board of Directors between 2002 and 2006. During his career, Kosar has worked as an analyst and trader for NatWest Markets, Greenwich Capital Markets, and Deutsche Bank. Prior to founding Asbury Research, Kosar spent three years as Senior Research Analyst for Bianco Research in Chicago.
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James Kostohryz has accumulated almost two decades of investment and trading experience that has spanned a variety of asset classes across the entire globe.
Kostohryz got started in the investment business working as an emerging markets analyst for one of the US’s largest asset management firms. There, he covered sectors as diverse as banking, energy, construction, and metals and mining. Later, Kostohryz became head of international investments for a major investment bank in Brazil, working out of Rio de Janeiro and New York.
For the past several years, Kostohryz has been devoting his time to various entrepreneurial and personal ventures outside of the capital markets arena. However, recognizing a once-in-a-lifetime trading and investment opportunity, Kostohryz started shorting and buying puts on banks and oil companies in September 2008 and had covered his bearish positions by October of 2008. In March 2009, he went long a portfolio of stocks, effectively identifying a trough in the financial crisis.
Kostohryz's background, experiences, and interests are quite varied: Born in Mexico, he grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently working on a book that explores the role of culture in economic development. He is a former NCAA decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
Feel free to contact Kostohryz at james@minyanville.com.
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Krueger formed a partnership with Michael Catalano, a New Yorker, who began his career at 14 Wall Street for the same brokerage firm but who had moved to Houston. They set out on their own and opened an RIA called Krueger & Catalano Capital Partners, LLC. They manage private accounts for wealthy families across two different actively managed portfolios. Check out the company's recently unveiled website http://www.kruegercatalano.com.
In addition to writing a private investment letter each month for several years, Krueger has had articles published in various national publications.
Krueger lives in Houston with his wife, daughter, and son.
Ryan Krueger welcomes your feedback at krueger@minyanville.com.
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Her work has appeared in the New York Press, Fast Company, Oncology & Biotech News, and Genomics & Proteomics.
Lisa holds a degree in Magazine Journalism from the S.I. Newhouse School of Public Communications at Syracuse University.
Readers can send comments and questions to Lisa at lamotta@minyanville.com.
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Since February 2000, Mr. Lamson has been principal of Geyser Futures, Inc., an NFA- and CFTC-registered Introducing Broker guaranteed by Vision Financial Markets. Additionally, since February 2008, Mr. Lamson has been principal of Lamson Capital Management, Inc., an NFA- and CFTC-registered Commodity Trading Advisor.
Mr. Lamson is the creator of Coby Lamson's proprietary trading indicator "The Lamson Grail." The Lamson Grail is an integral element of all trading models offered by Coby Lamson Capital Management.
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To learn more about Ron, Dennis, and Coby Lamson Capital Management, Inc., and the Grail, visit www.cobylamson.com.
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Lavery had an extraordinary 20-year career at Merrill Lynch & Co., from which he retired in 2000 to become Visiting Professor and Executive in Residence at Seton Hall University. In mid-2001 he launched LCG.
He built and orchestrated Merrill Lynch’s Global Securities Research & Economics complex for eleven years as SVP. Lavery also was the executive running Merrill Lynch’s worldwide Global Equities business for three years, and served as Director of Corporate Strategy for ML & Co. for one year. Lavery created and ran the Firm’s Public Policy Research Group.
Lavery joined Merrill Lynch in 1981 as Chief Economist and Director of Economic Research of Merrill Lynch & Co. before assuming broader management responsibilities as head of the then-merged Securities Research & Economics Division in September 1984. He was a member of the Institutional Investor “All America Research Team” in Economics in each of his four years as Chief Economist of Merrill Lynch.
Prior to joining Merrill Lynch, Lavery was Senior Vice President, Chief Economist, and Director of Investment Research at Provident National Bank (now PNC) in Philadelphia.
Lavery began his career as an economist with the Western Electric Company and later joined Aetna Life and Casualty where he rose to be Assistant Director of Economic and Corporate Planning.
He has taught full-time at Niagara University and was an adjunct member of the graduate school MBA faculties of the University of Hartford and LaSalle University in Philadelphia. In academic year 2000-01, Lavery taught on the undergraduate and MBA faculty of the Stillman School of Business at Seton Hall University.
Lavery served for five years on the Advisory Board of the Center for Economic Policy Studies (CEPS) at Princeton University. Lavery is a member of the Advisory Board of the Financial Markets Research Center of the Owen Graduate School of Management at Vanderbilt University. Lavery also serves as Chairman of the Board of Advisors to the Business School of the University of Maine. Lavery is a lifetime member emeritus of the Board of Directors of the National Council on Economic Education. Lavery has been a member of the National Association of Business Economics for 40 years, and hosted NABE’s 1976 annual meeting in Philadelphia.
Lavery served for three years on the Board of Governors of the National Association of Securities Dealers. Lavery has served as Chairman of the Board of the Lupus Foundation of America (LFA) and also on the Board of the Systemic Lupus Erythematosus (SLE) Foundation. Lavery’s vision led to the creation of the Lupus Research Institute (LRI), an organization dedicated to finding the cause and cure of lupus. Lavery is Co-Chairman of the LRI.
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SmartStops.net provides a quick, easy, and effective way for investors at all levels to protect profits and minimizes losses. We help protect stock investments with optimized , intelligent-adjusting exits that deliver better risk management at your fingertips.
SmartStops' proprietary algorithms and unique exit-switching formulas are based on the pioneering work of Chuck LeBeau.
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As a reporter, and later an editor, she spent 10 years at daily newspapers in Florida, Connecticut, and New York. As a freelance business journalist, her work has appeared in BusinessWeek, The New York Times, Portfolio, and Slate, among others. Leder has appeared on Bloomberg TV, CNBC, the Today show, and has been quoted in dozens of newspapers both in the US and abroad, about digging into SEC filings. Financial Fine Print (John Wiley & Sons, 2003) is her first book.
She holds a degree in Economics from Brandeis University. She blogs from footnoted.org world headquarters in Peekskill, New York, where she lives with her husband, Scott, and dog, Kumara, whom she has trained to dig through SEC filings.
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Lance Lewis is the principal of Lewis Capital, a Registered Investment Advisor (RIA) in Dallas, Texas. He is responsible for portfolio management and investment research for all of the company's managed assets.
Lewis is a value-oriented investor that has been trading and analyzing financial markets for the past 15 years. He has been sourced in numerous publications, including the Wall Street Journal, US News & World Reports, and the New York Post. In addition, Lewis writes a daily market letter at www.dailymarketsummary.com.
Before founding Lewis Capital in February of 2002, Mr. Lewis was with David W. Tice & Associates, where he was an analyst with a primary focus on technology and gold mining equities. He was also a trader for the Prudent Bear Fund and Safe Harbor Fund and author of the Prudent Bear's popular daily web column, “Market Summary.” Prior to that, Mr. Lewis was an auditor with Arthur Andersen LLP.
Lewis received a Bachelor of Arts from Baylor University and graduated as a University Scholar with a focus in accounting, finance, economics, history, and English. He also has a Doctorate of Jurisprudence from the University of Texas School of Law in Austin.
Email address: llewis@dailymarketsummary.com.
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Currently she is an independent trader focusing on commodities, natural resource stocks, stock indices and Treasury bonds. Sally also trains/mentors traders and financially backs those with the talent and commitment to learn.
She is a graduate of Rutgers University with a BA in Human Communication. She began graduate studies in Cognitive Science, but this was short-lived as she was introduced to the world of trading. Sally is currently writing a book on global volatility which is a series of interviews with top money managers and their approaches to volatility trading.
Sally welcomes your comments and feedback at sally@minyanville.com.
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His writings about finance include some of the first articles in the national press on distress investing, published in Time and Fortune in the 1980s, as well his work as collaborator to legendary investor Leon Levy on The Mind of Wall Street. He currently serves as a director for several public and private companies.
Linden’s writings have been honored by a number of awards, including, most recently, the 2007 Grantham Prize’s Special Award of Merit, which was given to Winds of Change. Linden is a widely traveled speaker, appearing at forums ranging from The Library of Congress to The Daily Show. He is a graduate of Yale University.
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His work has been published in Rolling Stone, New York, and the Wall Street Journal, among other publications.
Josh is a 1997 graduate of Colgate University. He received dual Masters from the London School of Economics and the Columbia University Graduate School of Journalism.
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Prior to becoming a full-time investor, Luby was a business strategy consultant for two decades and advised clients across a broad range of industries on issues such as strategy formulation, strategy implementation, and metrics. When not trading or blogging, he can often be found running, hiking, and kayaking in Northern California.
Luby has a BA from Stanford and an MBA from Carnegie-Mellon.
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Prior to founding MAM, Macke was a partner and co-founder of Macke Partners, an investment partnership. Macke also has been an analyst with Palo-Alto Investors and a consultant with Senn-Delaney Retail Consultants where he developed the associate training program for Sears that is still in use today in addition to working on projects with a wide variety of Fortune 500 retailers. Macke is currently on the board of directors for Duckwall-Alco.
He has a master's of business administration from Stanford University Graduate School of Business (1997) and a bachelor's degree from Dartmouth College (1991).
Macke welcomes your feedback at macke@minyanville.com.
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By night, Lila is an MFA student at The New School, where she is studying non-fiction creative writing. She is also the past winner of two Western Magazine Awards.
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He most recently was Managing Director and Global Head of Marketing and Communications for Deutsche Asset Management, the asset management arm of Deutsche Bank.
At DeAM he was a member of The Executive Committee and had worldwide responsibility for all marketing functions, media relations, and employee and investor communications for what was then the world’s fourth-largest asset manager.
Prior to joining DeAM he was worldwide Senior Director of Brand Management for Merrill Lynch and Co., Inc. At Merrill Lynch he was responsible for developing, implementing, and evaluating the company’s global brand strategy; ensuring that all marketing, research, internal and external communications and identity programs derived from and supported at the time, the nineteenth-most-valued brand in the world, according to Business Week magazine.
Mr. Mangano has been a frequent guest lecturer on brand management at the graduate schools of the University of Chicago, and the Tuck School of Business at Dartmouth College.
In December, 2008, Mr. Mangano received an Emmy Award from The National Academy of Television Arts & Sciences for his role as Executive Producer of Minyanville's World In Review, the first (and only) animated business news show.
When not surfing or playing guitar for The Rolling Bones, the world’s greatest Rolling Stones cover band, Mr. Mangano lives in Stamford, Connecticut with his wife and two teenage daughters.
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Markman won a Gerald Loeb Award for Distinguished Financial Journalism for his columns explaining market chicanery in 2002; Society of Professional Journalists awards for his 2001 reporting on Enron and the post-September 11 investment environment; and was a news editor on Los Angeles Times staffs that won Pulitzer Prizes for spot-news reporting in 1992 and 1994. A graduate of Duke University and the Columbia University Graduate School of Journalism, he speaks frequently on investment topics at conferences nationwide as well as on TV and radio.
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For over three decades, Mathison has been an active participant in the equities and fixed-income markets. Mathison's proven approach includes macroeconomics, the economic business cycles, sector, technical and fundamental analysis, and a conservative long-term financial plan for growth of financial assets and wealth management with the focus on increasing retirement income.
Mathison was a Founding Director of a Florida-based commercial bank, established in 1988. Also, he is Founding Senior Partner of Mathison & Mathison, a Florida-based law firm specializing in civil and commercial litigation, securities and bank regulations, and transactional law.
He now actively manages multiple diversified investment portfolios containing stocks, bonds, preferreds, closed end funds, limited partnerships, royalty trusts, and fixed and variable annuities. He has also maintained an outstanding record of consistent market performance and fixed income investment returns.
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Previously, he was Director-Strategic Investment at Endeavour Funds Management Limited (a specialist funds management company), based in Sydney Australia. He was responsible for "Augusta," the Real Asset focused strategy at Endeavour. He was also responsible for Commodity research and analysis on both the physical commodity and their associated equities.
He was appointed Chief Investment Officer of Trans Media Group in March 2002, after spending the previous 14 years at Citigroup in Commodity, Interest rate and Currency Derivatives. Prior to Citi, he traded on the equities floor of the Australian Stock Exchange for a small local brokerage. His last 7 years at Citi were concentrated specifically on Commodity Derivatives, with a major focus on Precious Metals and Energy. This included project assessment and financing, commodity price risk management, and physical offtake arrangements.
McGuirk has lectured at the Securities Institute of Australia on Financial Market Risk Management (1992-1996) as well as many internal and external seminars whilst at Citi. He has been published in local and International trade journals, websites, newspapers, and magazines since 1995.
He is socially a member of the Australian Jockey Club, NSW Racehorse Owners Association, Northern Suburbs Rugby Club, and Taxation Pistol Club NSW.
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Since college graduation, she has employed the techniques she describes in her articles. The Frugal Fun household is debt free and enjoying the true luxury of food on the table, a healthy family, and worry-free leisure time.
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Meehan joined Minyanville in June of 2004 after receiving a BBA from the University of Kentucky with a double major in Finance and Marketing, and has previously served as Associate Editor and Senior Editor for Minyanville.
Mr. Meehan welcomes your feedback at bill@minyanville.com.
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Mr. Michael spent over five years in the energy industry while at Honeywell International with a global focus on large automation projects for both upstream and downstream processes. While earning his MBA from Rice University, Michael was the Chief Investment Officer of a student-run investment fund that won top honors for highest risk-adjusted return in a competition against approximately 100 other Universities at the RISE conference held in Dayton, Ohio.
Michael joined the Minyan community in the summer of 2003 after meeting Todd Harrison at a happy hour for his Morgan Stanley summer associate class. Shortly thereafter, he was asked to join Minyanville as its first intern where he helped bring the Minyan vision to the academic world.
Michael has a Bachelors Degree from Texas A&M University in Industrial Distribution and a Masters in Business from Rice University.
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In addition to co-founding BSR, Mr. Miller currently co-teaches an entrepreneur’s workshop for the Center for Student Entrepreneurship at the University of Washington - Bothell. Previously, he was CEO of a successful technology company.
He welcomes your comments and feedback. Click here to send him a note.
www.BiotechStockResearch.com
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Following a brief stint as a Chicago Bears linebacker, Jon launched his financial career at the Chicago Board of Exchange (CBOE) in 1981, trading in the pits for some 25 years. In 1989 he founded Mercury Trading, running the company for 15 years until 2004, when he sold to Citadel, one of the world’s largest hedge funds.
More recently, Doctor J -- after his CBOE floor call letters “DRJ” -- has developed and patented numerous trading applications used to identify unusual activity in stock, options, and futures markets. As one example, his Heat SeekerTM program uncovers extraordinary buying patterns from among the 120,000 quotes per second that stream from America’s stock, options, and futures exchanges. Najarian's research and analysis, based on the Heat SeekerTM and complementary programs, is widely cited by leading financial media including the Wall Street Journal, Reuters, Bloomberg, Dow Jones, FOX News Channel, CBS Radio, and CNBC.
He appears daily on First Business Television, a business news magazine that airs on CBS, NBC, FOX, UPN, and ABC affiliates, commanding a daily audience of some 1.8 million viewers in over 200 cities across the country. He also hosts the CBS Radio show Taking Care of Business with Doctor J, and webcasts twice daily on CBOE TV, available at www.cboe.com.
Also on the Internet, optionMONSTER (www.optionmonster.com) is a fast-growing site delivering news and information for retail investors in the options market. His market observations, webcasts, and stocks to watch, along with news articles, blogs, podcasts, and market research tools, are free. Premium research, including advanced daily trading ideas, are available on a subscription basis.
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In 1995 he was invited to join Morgan Stanley where he played a role in management at their World Trade Center office. He took on the duties of Portfolio Manager at Lehman Brothers’s flagship office in New York City from 1997 to the inception of his firm in 2000.
Nelson's investment career follows his well-publicized success in the entertainment industry where he performed with recording artists The Turtles, David Johansen, and Nektar. He is a frequent commentator and guest on Fox News, Bloomberg TV and the BIZ Radio Network where he discusses markets, politics, and individual securities. David also frequently lectures on the financial markets, including several recent appearances before the American Association of Individual Investors (AAII).
Feel free to contact David with questions or comments at nelson@minyanville.com.
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Patty has worked as an editor and writer for more than 20 years. She is currently a writer for Custom Solutions from SmartMoney, writing about retirement planning. She has been a project editor for the custom publishing division of Time Inc., working with financial clients. As an editor, she worked on the relaunch of ThirdAge.com, editing the Money and Work channel. Orsini has also been an editor for Adweek magazines and Gannett newspapers, and written stories for numerous publications, including the Wall Street Journal, Health, Parents, and Child. Orsini graduated from Syracuse University with a dual degree in magazine journalism and American studies.
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He has a degree in finance from the Martin J. Whitman School of Management at Syracuse University and is a CFA charter holder. Osborne is a member of the Pacific Council on International Relations, Malibu Rotary, Business Forum International, Applied Behavioral Finance, and was formerly on the board of the LA National Association of Business Economists. He spoke this year at the fifth annual Value Investor Conference.
He can be reached at www.holmesosborne.com.
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Paulenoff graduated from the Georgetown University School of Foreign Service in 1979. He went on to be an analyst for Smith Barney, Harris Upham, and for Drexel Burnham Lambert. From 1988 to 1993 he was President of MJ Capital Inc., a market analysis and trading firm. In 1992-93, he co-authored, The Business-One Irwin Guide to the Futures Markets (with Stanley Kroll).
Republic National Bank recruited Paulenoff in January 1994 for the position of strategic trader, and market analyst on the bank's trading floor. In February 1999, Paulenoff founded MJP Market Strategies, Inc., a financial market advisory firm, and developed www.mjpstrategies.com in October 1999. In addition, from August 2000 through August 2001, he was the chief on-air market consultant and strategist for JAGfn, a live, daily eight-hour financial market Webcast and cable TV show produced by Jagnotes, Inc.
Paulenoff has been a contributing analyst to Harry Boxer's The Technical Trader since June 2002, and in February 2003 launched MPTrader.com.
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Payne got his start in the industry at EF Hutton in 1985 as a stockbroker. After four years, he then switched gears and accepted a position with small research firm GreenTree Securities in 1989. It was there that he first saw a niche for independent and timely equity advice, which led to the creation of Wall Street Strategies. Due to the success of his guidance and stock selections, Payne has become well sought after by many highly respected finance-oriented radio, web, and television programs. He is widely recognized in the media as a leader among the analyst community, and is routinely contacted for his market opinions by several prestigious news organizations.
Payne is a regular contributor to the Fox Business and Fox News Networks. In addition, he continually provides opinions on the market to scores of prestigious news organizations such as Reuters, Wall Street Journal, and The New York Times, and has been the keynote speaker at many investment conferences worldwide.
Payne’s new book, Act Fast, Be Smart and Get Rich, debuted in April 2007.
Payne attended Minot State College and Central Texas College during his time in the Air Force and majored in Criminal Justice.
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Kerry H. Pechter, the editor and publisher of Retirement Income Journal, has been a financial journalist for more than 20 years. Since 1997, he has been involved in the retirement industry -- first as a writer at the Vanguard Group and then as editor of Retirement Income Reporter, a SourceMedia publication.
He is the author of Annuities for Dummies (Wiley, 2008). As a writer, his articles have appeared in The New York Times, Wall Street Journal, Across the Board, and many other national publications. More recently, he has contributed to Bank Investment Consultant magazine and writes a monthly column on annuities for Boomer Market Advisor magazine.
A graduate of Kenyon College in Gambier, Ohio, he lives in Emmaus, Pennsylvania, with his wife, Lisa, and three daughters.
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Laurie began her career as a newspaper reporter in Morris County, New Jersey, and first jumped online in the ‘80s as an editor at pioneering ventures for CBS and The New York Times Co. She went on to lead development of multiple online properties in senior executive roles at Mediacentral.com, the women’s community iVillage, BarnesandNoble.com, and financial portal TheDeal.com.
As executive editor of MediaPost Communications, Petersen launched Marketing Daily and edited Online Media Daily and OMMA Magazine.
Petersen also spent five years in M&A research as a senior vice president at Gruppo, Levey & Co., a boutique investment bank focused on media and direct marketing company transactions.
A born and bred Jersey Girl, Laurie received her BA in Communications from Rowan University in the days when it was still called Glassboro State College. She’s lived, earned and spent enough to understand that in money and life there are no black or white answers.
You can reach Laurie Petersen at lpetersen@minyanville.com.
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du Plessis is chief executive and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity, and real estate activities in South Africa and other African countries.
Plexus is the South African partner of John Mauldin, author of the Thoughts from the Frontline e-letter, and also has an exclusive licensing agreement with California-based Research Affiliates for managing and distributing its enhanced Fundamental Index® methodology in the Pan-African area.
Prieur lives with his wife, television producer and presenter Isabel Verwey, and two children in Cape Town, South Africa. His recreational activities include long-distance running, reading, and motorcycling.
http://feeds.feedburner.com/wordpress/VYxj
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His resources are limited, although I hear that they have become quite substantial. He is known to take almost obsessive care in his finances. In fact, rumor has it that he inherited a small sum from an uncle at a young age and since hasn't worked a day in his life, earning all he needs from his investments. His opinions and methods in this area, although well respected, are quite unique, so I was quite interested in what he had to say about the current environment.
Mr. Practical travels to and lives in a country in which he believes the currency will strengthen against the other world currencies. Wherever he goes, because almost all of his assets are liquid, he transfers these assets into the currency of that country.
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Radomski started investigating the markets for his private use well before starting his professional career. He used to work as an informatics consultant, but this time-consuming profession left him little time for his true passion -- the interdisciplinary market analysis. Establishing www.SunshineProfits.com gave him the opportunity to put his thoughts, ideas, and experience into a form available to other investors.
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Mr. Reamer welcomes your feedback at scott@minyanville.com.
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Mr. Reeves welcomes your comments at reeves@minyanville.com.
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When not obsessing over New York sports, you might see him doing crossword puzzles or eating his favorite food: oranges.
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Rife is currently the Head Trader for Alaris Trading Partners LLC, where he provides market strategy and trading coverage to the firm’s institutional accounts. Before joining Alaris, Rife was the Head Trader for Granite Financial Group. During his four and a half year tenure at Granite, Rife was responsible for coverage of the firms top institutional accounts related to trading and market strategy.
Prior to Granite, Rife worked for Strome Securities L.P., where he was Head Trader of the domiciled hedge fund A.G.A.M. He was responsible for all aspects of the fund’s trading and risk management as well as identifying investment and trading opportunities through his personal research.
Rife was recruited to Wachovia Securities from Salomon in late 2000 where his responsibilities as Junior Portfolio Manager were primarily focused on enhancing a Senior Portfolio Manager’s overall performance through his research, market strategy, and hedging strategies.
Rife spent over four years working for Salomon Smith Barney where he transitioned from his initial role as a Research Associate to Junior Portfolio Manager. While at Salomon, Rife worked under a Portfolio Manager with discretionary assets under management of $100 million. His responsibilities were primarily focused on identifying future investments as well as the continuous researching of existing investments.
Rife obtained his Bachelor of Science degree in Business Management from Pepperdine University. He holds Series 7, 63, 65, and 55 licenses.
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Prior to this role, Mr. Roberts served as a futures and commodities trader for four years at Goldman Sachs on their New York Fixed Income Derivatives desk and on their Equity Derivatives desk in San Francisco. Roberts graduated from the University of Delaware in 1995 with a degree in business and economics.
Roberts welcomes your comments and/or feedback at greg@minyanville.com.
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Justin Rohrlich is the Emmy Award-winning Head Writer of Minyanville's World In Review, the world's first (and only) animated business news show.
Rohrlich began his career in 1992 as a junior copywriter at McCann-Erickson Worldwide, where he cut his teeth on the Manufacturers Hanover Trust and Coca-Cola accounts and helped launch the General Motors credit card.
After gaining experience creating campaigns for a diverse roster of clients including Electronic Data Systems, Pepsi-Cola, DuPont, Smith Barney, Crain’s New York Business, Domecq Brands’ Sauza Tequila, Tanqueray, Fast Company Magazine, Citizen Watches, Little Caesars Pizza, and Staples, Inc. at agencies such as Deutsch, BBDO, Grey Global, and Cliff Freeman & Partners, Rohrlich rejoined McCann as a Senior Creative Director and one of the youngest Senior Vice Presidents in the company’s history.
While there, he was responsible for creating and overseeing $40 million worth of television and print advertising.
Seeking something different (but not quite sure what), Rohrlich left for
Over fruit and espresso, Rohrlich was hired on as Consulente Esterno to help create a documentary series called “
He returned to the States a year later, fluent in Italian and 30 pounds heavier.
Rohrlich’s dispatches from the field now are financial in focus and often cut through the spin that his years in the advertising trenches taught him how to perform himself.
Justin has been cited for creativity in advertising by The Cannes Advertising Festival, The One Show, Communication Arts, Luerzer’s Archive, the New York Festivals, and the Radio Mercury Awards. He has been quoted and interviewed in Creativity Magazine and the New York Times. Justin has also been represented as a screenwriter by the
He welcomes your comments and feedback at jrohrlich@minyanville.com.
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Roney utilizes the Logistics Information Machine along with proprietary systems to analyze short-term patterns in the equity markets.
Mr. Roney welcomes your feedback at roney@minyanville.com.
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Before joining Atlantic Advisors, Mr. Roy was the Chief Investment Officer at Adventist Health System (AHS) from 1998 to 2007. While with AHS, he was responsible for the development and management of a global portfolio containing both traditional and alternative exposure. During his tenure, the portfolio grew from $600 million to over $2.5 billion while he led radical changes in the portfolio structure, investment policy, and board oversight committee.
Prior to AHS, Mr. Roy was a hedge fund risk manager, futures trader on the floor in Chicago, fixed income portfolio manager, municipal bond and derivatives trader, and a mutual fund accountant.
Mr. Roy holds a BSBA in Finance from Suffolk University - Boston, and an MSc in Financial Markets and Trading from Illinois Institute of Technology - Chicago.
While at AHS, Mr. Roy's investment team was nominated by Institutional Investor Magazine as the Alternatives Investor of the Year 2004. Mr. Roy has spoken frequently at conferences including The Global Alternatives Investment Management (GAIM), The Opal Endowment & Foundation Forum, Healthcare Investment Management Forum, Absolute Return Strategies Summit, IIR Finance Series-London, and the Institutional Fund Management Forum-Geneva. Mr. Roy has been featured in periodicals including Risk Magazine, Healthcare Finance, and Institutional Investor's Alternative Investment News.
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Previously, Ryan spent over five years at Bank of America Securities working as Principal on their equity derivatives desk and before that, in both research sales and sales trading. He also spent time as an associate at both Ameristock Funds and A.G. Edwards in San Francisco.
Ryan graduated from the University of California at Berkeley with a BA in Political Science and Economics.
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With a double Masters in Economics, Sadana has been successfully navigating the world financial markets, racking up impressive results year after year. Over the past 13 years, Sadana has achieved what most traders aspire: an astonishing track record of consistent and extraordinary trading performance. She has delivered a 43% compounded annual gain over the last 11 years, versus the S&P 500 index which is virtually unchanged in this time frame.
Sadana actively manages a substantial portfolio, trading in stocks, options, currencies, and commodities. Her success is the result of disciplined deployment of risk management techniques, technical and fundamental analysis, and a thorough understanding of trader and market psychology.
Through her activities at Sunrise Capital LLC and Tradervantage.com, Sadana has also become an active mentor, helping other traders sharpen their own skills and take charge of their financial future. Her trading tips and interviews have been published in various forums, and she also meets with local traders to share ideas and learn from each other. She is especially passionate about helping other women get more actively involved in this field, in what is largely a male-dominated profession.
Besides her keen financial knowledge and business acumen, Sadana has also won numerous awards as she distinguishes herself in academics as well as performing arts on state and national levels. In recognition of these achievements, she was also awarded the State Youth award. She’s an avid reader and enjoys writing poetry. She has a passion for charitable work and is an active member of several local organizations focused on helping the less fortunate.
Sadana graduated with a Masters in Economics from Queens University in Kingston, Canada.
Please feel free to contact Sadana at info@tradervantage.com.
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Journalists call Salmansohn "Deepak Chopra meets Carrie Bradshaw" because of how she merges empowering psychology and philosophy tips with edgy humor and stylish graphics.
Basically, she creates self-help books -- for people who would never be caught dead reading self-help books. Or self-help books you can give as a gift -- and not get slapped, because they look kinda cool.
People like Jon Stewart, Madonna, Deepak Chopra, Arianna Huffington, Marissa Tomei, Joan Rivers, Eminem, Lisa Loeb, Jay Leno, Graydon Carter, Keith Ferrazzi, Seth Godin. Dr. Keith Ablow (and then some) love/hype her books.
She's been written up in The New York Times, Business Week, Chicago Tribune, LA Times, Philadelphia Inquirer, Time Magazine, Elle, Marie Claire, Fast Company, and more. She has done all the popular morning shows -– and was a regular lifestyle reporter for FOX TV!
She hosted the famed SIRIUS radio show "Be Happy Dammit" on Lime 114 (Monday through Friday, 8 a.m. to 9 a.m. EST) -- which merged the best of Oprah with Jon Stewart with NPR.
She writes a popular business column for amNY newspaper called "The 1 Minute Career Therapist." Plus, she is an ongoing relationship expert for msn.com, match.com, and Lifetime TV -- and an ongoing career coach for AOL. She also blogs for The Huffington Post.
Altogether, Karen has 29 books, five TV development deals, two film deals -- and one perfume.
Visit her website at www.notsalmon.com or email her at karen@notsalmon.com. Follow her on Facebook at Karen Salmansohn and on Twitter under notsalmon
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Kathy Lien is the Chief Currency Strategist at DailyFX.com, one of the leading resources for online FX news and research. Lien is also one of the authors of Investopedia’s Forex Education section and has written for the Asia Times Online, MarketWatch, Stocks & Commodities Magazine, ActiveTrader Magazine, Futures Magazine, and SFO. She is frequently quoted by Bloomberg, Reuters, the Wall Street Journal, and the International Herald Tribune, and has appeared on CNN, CNBC, CBS, and Bloomberg Radio. She is also an internationally published author of Day Trading the Currency Market (Wiley), which has been translated into Chinese, Russian, Japanese, and Spanish.
Boris Schlossberg serves as the Senior Currency Strategist at FXCM in New York where he shares editorial duties with Kathy Lien for DailyFX.com. Schlossberg provides weekly analysis of the currency markets for CNBC Squawk Box as well as CNBC Europe and CNBC World. He is a frequent commentator for CBS MarketWatch, Reuters, Bloomberg and is often quoted in the Wall Street Journal and International Herald Tribune. Schlossberg is also author of, Technical Analysis of the Currency Market, published by Wiley Trading and a contributor to SFO and Active Trader magazines.
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Born and raised in North Jersey, Mike Schuster has somehow molded a lifelong proclivity of crackin' wise into a steady paycheck. He spent five and a half years as a Contributing Writer for The Onion and had his work featured in Long Island Pulse, FriendSpaceBook, and other defunct ventures.
Drawing upon nearly three decades of watching sitcoms, sketch shows, and Twilight Zone reruns, he now works as a Staff Writer for Minyanville and is an infrequent stand-up comedian around the New York area.
He is currently a resident of Jersey City, New Jersey and a survivor of chronic petulance.
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Before joining Minyanville, Jonathan spent two years at Forbes.com as an Assistant News Editor and Markets Reporter. He wrote the “Week Ahead In Markets” column and hosted a video network show of the same title. He also spent two years as a Strategy Analyst for Deloitte & Touche and one year as Senior Editor of Parallax Online.
Jonathan welcomes your comments and/or feedback at schwartz@minyanville.com.
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As former CEO of Atlantic Advisors, Bennet brought with him more than 28 years of securities industry experience. Providing expertise in the fixed income arena, equity markets and cash management, Bennet assisted both individuals and institutions in the implementation of their investment objectives. From 1981 to 1997 he worked for several major investment banks, specializing in high-grade fixed-income securities marketing, trading, and portfolio management.
While working for PaineWebber as a Senior Vice President, Bennet was a member of the Chairman’s Council for 4 consecutive years. During his years with Salomon Smith Barney as a Vice President, Bennet established an institutional fixed-income presence in Central Florida. In 1997, Bennet formed Sedacca Capital Management focusing on portfolio management for high net-worth individuals and small to mid-sized institutions.
In addition, Sedacca Capital Management was the investment manager for two hedge funds, Sedcap Partners I & II. Bennet was regularly quoted in Wall Street Journal Online and Barron's. Bennet graduated from Rutgers University in 1982 with a degree in economics and was a member of the International Honor Society of Economics.
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Since 1996, Shartsis has conducted an investigation of option anomalies as a predictor of stock direction. This research has led to the development of SOA/Shartsis Option Alerts.
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When he's not busy writing or talking about stocks or the economy, Shedlock is typically gardening, golfing, traveling with his wife Joanne, or taking photographic images. In regards to the latter, he has over 80 magazine/book cover credits. Some of Mish’s Wisconsin and gardening images can be seen at http://www.michaelshedlock.com.
Feel free to contact Mish Shedlock at MikeShedlock@gmail.com.
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I discovered I had a knack for the insurance business, and started to make money. In the heyday of my business, I made a ton of it -- and I spent a ton of it, too. But as cliché as the saying, “easy come, easy go” might sound, there's more than a grain of truth locked in it. So I experienced the depths of the lowest lows -- and then the exhilaration of the high of complete financial freedom -- and then lost it all over the past five years.
I'm tired of the roller coaster ride that money (like any addiction) fuels when you don't act in a fiduciary way with it. I’ve learned many, many lessons about how money works, and about the consciousness required to make it and keep it. So, now it's time to rebuild my portfolio, my credit score, and my confidence.
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In 1998 he joined TheStreet.com as the senior option columnist and chief derivatives strategist. He wrote a daily option blog, taped videos and podcasts, and provided both educational and strategy-specific content.
Smith created and wrote the OptionAlert, a subscription newsletter. The newsletter contained an actively managed option-based model portfolio. The during the four-year period from its inception in July 2004 to July 2008 the model portfolio delivered a total return of 73%; this compares to the S&P 500 Index which gained 6.7% during the same time period.
The OptionAlert was awarded the MIN “best business newsletter” in 2006.
Smith is a graduate of Emory University. He earned a BA in 1987.
He currently lives in New York City with his wife and two young children.
Steve welcomes your feedback at ssmith@minyanville.com.
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Suarez brings over 22 years of advertising sales and marketing expertise to Minyanville. For 10 years prior to joining the company, Suarez held senior sales management positions at companies specializing in different aspects of the interactive media landscape. He was Director of Sales at Pointroll, the world’s leading Rich Media solutions company, VP of Eastern Regional Sales and President’s Club inductee for AvantGo (a Sybase Company), a pioneer in Mobile/Wireless Internet Services, and Engage Media (a CMGI Company), a leading Internet Ad Network.
Prior to his career in Interactive Media Sales, Suarez worked at several of the world’s largest Advertising Agencies including J. Walter Thompson, Saatchi & Saatchi, DDB, and Lowe & Partners, all in New York. His clients included some of the world’s biggest and best-known brands such as Warner Lambert, General Mills Cheerios, Coca-Cola’s Diet Coke, Hasbro Toys G.I. Joe and Transformers, and Roche Laboratories.
Suarez resides in Connecticut with his wife, Susan, and four children and is a graduate of the University of Notre Dame.
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In 1992, Succo became Managing Director in charge of global equity derivative trading at Paine Webber Inc. In 1996 he joined Lehman Brothers and ran derivative trading until 1998. He then joined Alpha Investments of New York heading risk management, and as a director of the Investment Management Committee, managing internal and external capital investing in hedge funds. In 2001 he jointly founded Vicis Capital, a multi-strategy hedge fund, where he manages overall risk and a portfolio concentrating in volatility extraction by opportunistically trading derivative instruments.
He welcomes your comments and feedback at Succo@minyanville.com.
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Prior to helping form Aqua Terra, Gerry was hired to help build Boenning & Scattergood’s institutional sales and research effort, and equity syndicate group, which focused on water-related companies. Before Boenning, Gerry worked at another regional broker dealer on its syndicate desk and focused on equity fund-raisings for water-related companies.
Gerry is a 2007 graduate of Temple University’s Fox School of Business with an MBA in Finance and a 1996 graduate of the University of Pennsylvania with a BA in History. At UPenn, Gerry was commodore of the men’s heavyweight rowing team. After college, he also trained with the US national rowing team.
Gerry has spoken about the water industry, climate-related effects on water, and investment opportunities at the Federal Reserve Bank of Philadelphia, the Global Interdependence Council, and the Cleantech series of conferences. He has also been interviewed by Bloomberg, Fox Business News, and Barron’s publications.
Gerry currently lives in the East Falls section of Philadelphia with his wife and two “critters:” Scott and Ali.
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Prior to this role, Mr. Tafel worked for Rapidan Capital LLC as the Director of Trading. Previously he was the Head Trader for a long/short equity hedge fund, where he managed proprietary funds and developed systematic trading programs. Cody is a Chartered Market Technician and member of the Market Technicians Association. In 2005, he learned the “Turtle” Trading method from original Turtle Russell Sands.
Mr. Tafel graduated from the University of Virginia with a BA in economics.
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Prior to launching his own firm, Tatro served as Vice President for a Florida-based investment company and hedge fund as well as a contributing columnist for a widely read trading and investing website. Tatro, his wife, and son live in Bradenton, Florida, however remain true Wildcat fans as both he and his wife are graduates of the University of Kentucky.
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Raised in Rancho Cucamonga, CA , Matt graduated from college in three years earning a Bachelors in Finance from California State Polytechnic University Pomona. Throughout college he worked as an assistant on the trading desk of Western International Securities.
While a Junior in college, he attended a seminar where Todd Harrison was speaking. Todd gave him career advice and the two remained in contact through various emails. Theal accepted the job, packed his bags and left beautiful sunny Southern California for cold & cloudy New York City.
Matt is an avid sports fan who’s been known to gamble on almost anything (even preseason WNBA). When not trading or gambling away his rent money, Theal can be found at the gym.
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From 1978 to 1981, he was a top commodities & futures broker for EF Hutton. In 1982, he founded Thompson & Price, where he spearheaded a 12-year research & development project focused on applied technical analysis.
From 1994 to 2004, he was President of Trend Dynamics, Inc. and Editor-in-Chief of Trend Dynamics, a monthly professional journal devoted to applied technical analysis. Trend Dynamics, Inc. also served as a trading consultant for proprietary traders and investors world-wide.
From 2004 to 2007, he spearheaded a three-year research & development project on real-time detection of market inefficiencies in variable timeframes. In 2008, he founded Decimal Three Software LLC, where he continues to develop and refine proprietary trading algorithms based on non-linear market dynamics.
Thompson's writes a daily stock market briefing, Chart News Daily, which is religiously read by fund managers, CTAs and professional traders world-wide. Published by Axis Analytics, Chart News Daily also appears frequently in the Buzz & Banter.
Thompson holds a bachelor's degree in Economics from Cal State University, at Fresno.
Thompson resides in the central coast of California where he is married to Kristie; they have two daughters, Anna and Grace.
Please feel free to contact Jess at thompson@minyanville.com.

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As an industry-recognized technician, Tuttle has been in the financial profession since 1991, where he graduated from Colorado State University with a Bachelors of Science degree in Economics and a minor in Statistics. Prior to opening his own firm in 2004, he was employed by Wachovia Securities Financial Network, LLC. Tuttle has been a market technician since 1996 and has used quantitative analysis in his investment process starting in 1998. Mr. Tuttle has distinguished himself throughout the financial industry with his signature 100-year long-term market theory (100 Year Dow Chart) and unique quantitative and technical approach to managing assets.
All stock charts provided courtesy of WONDA.
Mr.Tuttle welcomes your feedback at tuttle@minyanville.com.
www.tuttleassetmanagement.com
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Mr. Udall invests primarily in equities, both long and short, and uses an array of option strategies. Fundamentally, he develops themes and employs a GARP investment process but does not use this exclusively. He applies technical analysis to the bulk of his buy/sell decisions unless a situation presents highly compelling valuation characteristics.
Overall, Mr. Udall has spent the past 17 years analyzing portfolios, individual securities and technical analysis in various financial markets. His expertise is in NASDAQ and financial stocks as well as IPOs. He received a BS in Finance from the University of Montana.
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Underwood’s writing career began as a newspaper reporter at the San Antonio Express-News. She moved to New York and after a brief stint at Grey Advertising, where she worked on the Red Lobster account, returned to journalism at Brandweek magazine. At Brandweek, she covered how big business markets products to consumers.
From there, Underwood worked for CKS Partners, one of the first marketing agencies to focus on bringing brands to life on the Internet. As a corporate-identity and branding consultant for Sterling Brands, she worked with numerous companies, helping them to position their brands and present a stronger image to consumers and Wall Street. She has also worked for Missy Farren & Associates as a communications consultant, working with Timex, Fiji Water, and the Cayman Islands, among others.
At Minyanville, Underwood is writing about family, finances, and making it all work from her home in Carlsbad, California. She and her husband are the parents of school-age twins.
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David Waggoner is a Chartered Market Technician (CMT) and member of the Market Technician's Association. He is the founder of TheMarketDetective.com and uses the Elliott wave principle and Fibonacci ratio analysis to uncover clues about the direction of the market. He then uses other forms of technical analysis to corroborate his findings in such a way as to assign a probability factor to them.
Waggoner has been a trader/investor full-time since 2000. He manages personal equity and provides professional market opinion to private and commercial clients.
Prior work history includes a successful career in information technology with AOL, KMPG, and the USMC.
Waggoner lives in San Diego, California, with his family. He spends his free time in the desert with a motorcycle.
Check out his Minyanville Exchange blog here.
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Warner graduated from Johns Hopkins University with a degree in Economics.
Mr. Warner welcomes your comments and feedback at awarner@minyanville.com.
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Kevin Wassong is an Emmy Award winning Executive Producer and President of Minyanville Publishing & Multimedia, a next-generation digital network that creates branded business content to entertain, inform, and educate all generations about the world of business and finance.
Wassong joined the start-up in March 2005 after creating and building one of the first "new media" agencies, "digital@jwt" within the major global advertising agency, J. Walter Thompson.
During his seven years as President and then CEO, Kevin grew digital@jwt into a top-10 digital marketing and advertising agency, boasting a roster of blue-chip clients serviced by more than 200 specialists in technology, database marketing, design, and production throughout eight offices in North America. He was named to MediaPosts 50 Most Influential People in Online Advertising.
With a diverse background in marketing, communications, technology, and entertainment, Wassong spearheaded the development of various digital communications firsts. He was instrumental in creating Sotheby’s first website; Mercedes-Benz’s first networked kiosk system; and the first-ever user-generated commercial website for Unilever’s Lever 2000. At Minyanville, Wassong has been instrumental in building the world's first financial "Theme Brand" and bringing the first animated financial news show to TV and the web, “Hoofy and Boo’s News & Views."
Prior to his career in marketing management, Wassong worked as an assistant to the Chairman of Creative Artists Agency, as well as a television development executive on shows such as The Golden Girls, Empty Nest and a host of others.
Wassong has been on the cover of the Wall Street Journal and featured on FOX Business Network, CNN, CNBC, the New York Times, BusinessWeek, Wired Magazine, Adweek, and Advertising Age.
Wassong resides in Westchester, New York and graduated with from the S.I. Newhouse School of Communications at Syracuse University.
Mr. Wassong welcomes your comments and/or feedback at kevin@minyanville.com.
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Wassong attended Syracuse University earning degrees in design and architecture. She then went on to work for many prestigious firms including Kohn Pederson Fox, GKV Architects and Richard Meier & Associates working on the design and development of the John Paul Getty Center in Los Angeles. Her former clients include the Screen Actors Guild, EMI Records, the Doris Duke Charitable Foundation, and the Sahenk Residences in Istanbul, Turkey.
In 1998, Wassong started her own firm, Tami Wassong Interiors, Inc., which focuses on residential design.
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In 1990, Weldon joined the now legendary hedge fund Moore Capital Management, first in trade execution and then eventually as a proprietary trader.
He joined Commodity Corporation in Princeton, New Jersey in 1995 as a proprietary money manager. He became one of their top risk-adjusted performers, returning 65% with a peak to trough draw down of only 11% during his two-year tenure.
In 1998, as Goldman Sachs bought out the CC partnership, Weldon decided to start his own company, forming Weldon Financial. His vision was to not only successfully manage money, but to offer his methodical and now proven research regime to other fund managers. His daily routine, so to speak, was the product. Weldon’s Money Monitor and The Morning Metal Monitor (now simply called Metal Monitor) were born. These two newsletters were/are a window into Weldon’s trading world.
Weldon became a regular guest on CNBC and was often quoted by the major newswires (Bloomberg, Reuters, etc.). He also produced a half-hour cable TV show called Weldon on Wall Street.
Few publications offer the macro-perspective with such scope and breadth. Weldon fluidly presents the fundamental, technical, inter-market, psychological, and intuitive elements of market action. Weldon Financial is now a highly regarded and profitable publishing company, having garnered some of the world’s most respected fund managers as loyal readers.
He has been active in a myriad of charitable causes, including Playing-4-Peace, an organization started by Colgate University Alumni. Playing-4-Peace seeks to support the education of children and more harmonious race relations in North Ireland and South Africa, using basketball as the springboard. More recently, with his time spent in St. Croix, Weldon has become actively involved with the Queen Louise Home for Orphans and Abused Children, a charity with sponsorship from Major League Baseball.
Mr. Weldon welcomes your feedback at weldon@minyanville.com

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Steve is raising two boys in Austin, Texas. So far neither of them have made him any money.
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Mark left the CBOE in 2000 and began writing, publishing 3 books and numerous magazine articles. He stresses conservative methods, as detailed in his newest book, The Rookie’s Guide to Options. He can be reached via email at blog@mdwoptions.com and on Twitter as MarkWolfinger.
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Woodard has over a decade of experience trading options, equities, and futures, and has been quoted in various media outlets including the Wall Street Journal, Bloomberg, The Chicago Sun-Times, and Stocks, Futures, and Options Magazine. He holds undergraduate and graduate degrees in philosophy, and thinks that the unexamined life is no more worth living than the unexamined security is worth trading.
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Woo was raised outside of New Orleans, Louisiana, and attended college at Tulane University. There, he double-majored in Business Law and Business Management in addition to walking on the football team as a middle linebacker.
Woo visited New York City for the first time in 2003 and fell in love with the city. After graduation and faced with a tough job market in the finance industry in New Orleans, Woo decided to pack two suitcases and make the move to the Big Apple in pursuit of his passion: a career in finance.
His travels led him to an operations position at Brown Brothers Harriman. Unsatisfied with the back-office picture, Woo made the move Minyanville.
In his spare time, Woo likes to play sports, exercise, and barbeque.
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Zucchi has a bachelor's degree in economics from Georgetown University (1985) and a law degree from the Catholic University School of Law (1988).
Mr. Zucchi welcomes your feedback at zucchi@minyanville.com.
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