Arms is a renowned stock market technician. He invented the Arms Index (often referred to as the TRIN), which has become a mainstay of market analysis, appearing daily in The Wall Street Journal and weekly in Barron's. Arms also developed the widely used technical method Equivolume Charting.
Since 1996, Arms has been publishing the Arms Advisory newsletter for money managers and financial institutions. He also has authored five books, including Stop and Make Money: How to Profit in the Stock Market Using Volume and Stop Orders, Profits in Volume and Trading Without Fear, and has been honored with the Market Technicians' Award for Lifetime Contribution to Technical Analysis. Earlier in his career, he was a retail broker for 15 years at E.F. Hutton and, later, managed an institutional portfolio with assets of about $150 million.
Roger Arnold is the chief economist for ALM Advisors, a Pasadena, Calif.-based money management firm specializing in income-generating portfolios. Concurrent with his other business responsibilities, Arnold was a radio talk show host for 15 years. He focuses on behavioral economics and chaos theory, better known as the "butterfly effect." He explains the relationships between political, economic and social systems, and how they are all reflected in the financial markets -- stocks, bonds, commodities, currencies and real estate.
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Gene Balas has 20 years experience in investment management and is a Chartered Financial Analyst. He most recently was director of investments at Genworth Financial Asset Management. In this role, he performed forecasts on macroeconomic conditions and determined the influences of thematic drivers to develop the appropriate investment strategy. Prior to GFAM, Balas was director of investment management and guidance at Merrill Lynch, where he advised pension funds, endowments and foundations as to appropriate investment strategy. Balas received a bachelor's degree in business administration in finance from the University of Houston and a Master of Business Administration degree from Columbia Business School.
Lindsey Bell joined TheStreet in October 2011. She has several years of experience in providing financial analysis, most recently working as an equity research analyst at J.P. Morgan and Deutsche Bank covering retailers. Prior to that she worked in the Mergers & Acquisitions Group at Jefferies & Company. She has made appearances on PBS' Nightly Business Report and ABC News.
Carolyn Boroden is a Commodity Trading Advisor and technical analyst who has been involved in the trading industry for over 25 years. Her background includes working on the major trading floors including the Chicago Mercantile Exchange, the CBOT, NYFE and COMEX, where she eventually shifted over to focusing on technical analysis of the markets.
Matthew Bradbard has more than a decade of experience in the Commodities industry, managing his own IB for over five years and his own CTA for 15 months. RCM is expanding into the South Florida market and appointed Bradbard to run its Miami Branch. His current position includes attracting futures/options clearing and execution business as well as working with managed products in both commodities and forex.
RCM's client base includes commodity trading advisors, commodity pools, proprietary trading groups, hedgers and individual traders. RCM offers a wide variety of services and expertise in direct market access for online traders and proprietary trading groups, administrative and capital introduction services for commodity trading advisors and pools and portfolio creation for RIAs, IBs, and HNW clients in the managed futures and forex space.
Joshua Brown is a New York City-based investment advisor for high net worth individuals, charitable foundations, retirement plans and corporations.
Bob Byrne is a full-time private daytrader with 10 years' experience. His trading relies on technical analysis and focuses primarily on the energy sector. Bob is also a writer for and the host of a daily trading chat room on Finance Banter. His contributions to this or any other site are not to be construed as recommendations to buy or sell stock.
Bob holds a business degree from St. Edward's University in Austin, Texas. He lives in Park City, Utah, with his wife and daughter.
Mark Casa is founder and chief investment officer of Casa Asset Management in Greenwich, Conn. The firm manages multi-asset portfolios for high-net-worth individuals and institutional investors. Prior to founding Casa Asset, he was partner and chief investment officer of PRS International, a multi-billion-dollar investment-management firm in Miami.
Casa has more than 20 years of experience structuring, managing and trading investment accounts using both fundamental and technical analysis. He has a bachelor's degree and an MBA from the University of Chicago.
Timothy Collins has worked as a financial adviser since 1999, focusing on portfolio customization, with a concentration on correlation arbitrage and risk-managed growth. He started TangleTrade Management, LLC in 2009. TangleTrade is an RIA firm dedicated to formulating customized risk-managed investment strategies for individuals and small businesses. TangleTrade Management now manages the TangleTrade Fund, a correlation arbitrage hedge fund utilizing the trademarked InterETF strategy.
Prior to joining his first firm, American Express Financial Advisors, in 1999, Collins worked as a staff accountant for United Information Systems in Bethesda, Md. He has also worked as a financial analyst for Securities Pricing and Research in Annapolis, Md. Collins is a graduate of McDaniel College (formerly Western Maryland College), with degrees in business administration, economics and sociology and is a winner of the Bates Prize.
Jim Collins is the Founding Partner of Portfolio Guru (www.theportfolioguru.com.) Collins preaches the gospel of income investing via his newsletter, The Portfolio Guru Post, and uses income investing principles to manage money for individuals on a fee-only, separately-managed account basis.
Previously, Collins spent 10 years as an equity analyst in New York and London covering the automotive sector for Lehman Brothers, Donaldson, Lufkin & Jenrette and UBS. He holds an A.B. in Economics and History from Duke University and has completed the academic requirements for the CFA designation.
Doug Couden is Baker Avenue's Director of Equities and serves on the Investment Policy Committee. Couden is responsible for leading the firm's research and equity investment process. He has over 18 year of experience working in the capital markets, primarily in asset management. Prior to joining Baker Avenue, he worked as the Director of Equities at Newfleet Asset Management LLC and Seneca Capital Management LLC in San Francisco.
Couden has extensive experience in security modeling, industry forecasting, and valuation work. As the head of multiple investment teams, he has initiated and developed investment products, managed the transition of multiple asset managers and products, generated asset and client growth in a variety of products, and instituted robust internal research management processes. He graduated from Southern Methodist University with a B.A. in Finance. He is a Chartered Financial Analyst and member of the Security Analysts Society of San Francisco.
Jim Cramer runs the charitable trust portfolio, Action Alerts PLUS, and writes daily market commentary for TheStreet's RealMoney premium service. He also participates in video segments on TheStreet TV and serves as host of CNBC's "Mad Money" television program. Cramer graduated magna cum laude from Harvard College, where he was president of The Harvard Crimson. He worked as a journalist at the Tallahassee Democrat and the Los Angeles Herald Examiner, covering everything from sports to homicide before moving to New York to help start American Lawyer magazine. After a three-year stint, Cramer entered Harvard Law School and received his J.D. in 1984. Instead of practicing law, however, he joined Goldman Sachs, where he worked in sales and trading. In 1987, he left Goldman to start his own hedge fund. While he worked at his fund, Cramer helped start Smart Money for Dow Jones and then, in 1996, he founded TheStreet. In 2000, Cramer retired from active money management to embrace media full time, including radio and television.
Cramer is the author of Confessions of a Street Addict," "You Got Screwed," "Jim Cramer's Real Money," "Jim Cramer's Mad Money," "Jim Cramer's Stay Mad for Life" and, most recently, "Jim Cramer's Getting Back to Even." He has written for Time magazine and New York magazine and has been featured on CBS' 60 Minutes, NBC's Nightly News with Brian Williams, Meet the Press, Today, The Tonight Show, Late Night and MSNBC's Morning Joe.
Paul Curcio joined TheStreet's Premium Services desk as an associate editor in 2011 after serving as a financial news editor at the Associated Press and Dow Jones Newswires, respectively. He earned his master's degree in business journalism from Baruch College/CUNY, and he is an alumnus of Fordham University.
James "Rev Shark" DePorre is the author of Invest Like a Shark: How a Deaf Guy With No Job and Limited Capital Made a Fortune Investing in the Stock Market. He is founder and CEO of Shark Asset Management, an investment management firm, and he also operates sharkinvesting.com, an interactive online community that serves and educates active investors.
DePorre holds business and law degrees from the University of Michigan, is a member of the Michigan Bar Association and a former attorney and CPA. He lives in Anna Maria Island, Fla., and Conover, N.C., with his wife and three children. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks.
Dan Dicker has been a floor trader at the New York Mercantile Exchange with more than 25 years of oil trading experience. He is a licensed commodities trade adviser.
Dan Dicker has appeared as an energy analyst since 2002 with all the major financial news networks. He has lent his expertise in hundreds of live radio and television broadcasts on CNBC, Bloomberg US and UK and CNNfn.
Dan obtained a bachelor of arts degree from the State University of New York at Stony Brook in 1982.
John Dorfman is the founder and chairman of Thunderstorm Capital, a money-management firm in Boston. His writings on value investing have appeared over the years in Forbes, The Wall Street Journal, Bloomberg and more than a dozen newspapers. He is the author of Family Investment Guide and The Stock Market Directory, among other books.
Dorfman was born in Chicago in 1947 and graduated from Princeton University with honors in 1969. From 1986 to 1997 he was a senior special writer for The Wall Street Journal. From 1997 to 2002 he was an analyst, portfolio manager and managing director for Dreman Value Management. He founded Thunderstorm Capital in 1999.
Gary Dvorchak is a managing member of Channel Island Partners LLC, a Los Angeles-based hedge fund that manages large cap growth and growth-and-income funds. Dvorchak holds a master's degree in business administration from Northwestern University and a bachelor's degree in computer science from the University of Iowa.
EOXLive, a wholly-owned subsidiary of OTC Global Holdings LP (OTCGH). Formed in 2007, OTC Global Holdings is headquartered in Houston and New York, with additional offices in Chicago, Jersey City, London and Louisville. It is a leading independent interdealer broker in over the counter commodities and the largest liquidity provider to CME ClearPort and ICE Clear U.S. Through its subsidiaries the company holds a dominant market share in the U.S. and Canadian natural gas markets, the U.S. power markets, crude oil and crude oil options, crude oil products and crude oil product options, agricultural and soft commodities, as well as structured weather and emission derivatives. The company serves more than 250 institutional clients, including 45 members of the Fortune 500, and transacts at over 150 different commodity delivery points. To learn more about the company, please visit www.otcgh.com or go to http://bit.ly/OTCYouTube.
Dan Fitzpatrick is the publisher of The Stock Market Mentor, an advisory newsletter and educational forum dedicated to teaching effective risk management and trading methodologies to aspiring traders and investors. He is a former hedge fund manager and a member of the Market Technicians Association, and he now trades from his home in San Diego, Calif. While Fitzpatrick holds various securities licenses, he does not give recommendations to buy or sell stocks.
Fitzpatrick graduated from the McGeorge School of Law. He was a fellow at Pacific Legal Foundation, a nonprofit public interest firm specializing in constitutional law, and he also practiced law in the private sector before pursuing trading as a full-time career. Before growing up and getting a real job, he was a professional musician, studio singer and songwriter in Los Angeles.
Charles Gabriel has 30 years' experience in political forecasting for institutional investors. He left Capitol Hill after serving as a Reagan-era House staffer to join the former Drexel Burnham Lambert, and later starred as Washington research head at Prudential Equity Group. He co-founded Capital Alpha Partners in late 2007.
In addition to election forecasting, budget issues and policy-related investment strategy, he has long translated developments impacting the mortgage, specialty finance and education sectors. A particular specialty is predicting, gauging and contextualizing "political risk" as seen through the eyes of money managers.
Gabriel's "Election Risk Reports" and biennial "Red Stock, Blue Stock" lists have won high regard. He is also an entertaining speaker and frequent guest on business television.
Sham Gad is the managing partner of Gad Capital Management, a value-focused investment firm based in Athens, Ga. Gad has written extensively for The Motley Fool and was a securities analyst for UAS Asset Management, a small value investment fund in New York City, in 2007. From 2002-2005, Gad managed assets for the Gad Investment Group.
Additionally, Gad has just released a new book, The Business of Value Investing: Six Essential Elements to Buying Companies Like Warren Buffett. He earned his BBA and MBA at the University of Georgia. Gad appreciates your feedback; click here to send him an email.
Carley Garner is an experienced futures and options broker and co-owner of DeCarley Trading in Las Vegas, Nevada, a division of Zaner. She is also the author of "Currency Trading in the FOREX and Futures Markets", "A Trader's First Book on Commodities" and "Commodity Options" published by FT Press, a division of Prentice Hall. Her e-newsletters, The DeCarley Perspective and the Financial Futures Report, have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com.
Garner is a Magna Cum Laude graduate of the University of Nevada Las Vegas, from which she earned dual bachelor's degrees in both Finance and Accounting. Carley jumped into the options and futures industry with both feet in early 2004. She has been featured in the likes of Stocks & Commodities, Futures, Active Trader, Option Trader, Your Trading Edge, Equities, Expiring Monthly and Pitnews Magazine.
Michael A. Gayed, CFA, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages a mutual fund and separate accounts according to its ATAC (Accelerated Time and Capital) strategies focused on inflation rotation.
Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking .ore advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners.
Avi Gilburt is a widely followed Elliott Wave technical analyst and author of ElliottWaveTrader.net, a live trading room featuring his intraday market analysis (including Emini S&P 500, metals, oil, U.S. dollar and VXX), an interactive member-analyst forum, and a detailed library of Elliott Wave education.
Tom Graff is a fixed income strategist for Brown Advisory, an independent investment advisory firm in Baltimore, Md. Graff is also the manager of the Brown Advisory Tactical Bond Fund (BATBX), a long/short fixed income fund.
Prior to joining Brown, Graff was a managing director and taxable fixed-income trader for Cavanaugh Capital Management in Baltimore. Graff earned a CFA charter in 2002.
The opinions expressed here are Graff's own and in no way the statements of Brown Advisory, and may or may not reflect the strategies being pursued for clients of Brown Advisory.
Graff welcomes your questions and can be reached at email@example.com.
Toni Hansen is president and co-founder of Trading From Main Street. With more than 15 years of trading experience, Toni has become a leader in trading education, working in conjunction with some of the world's top financial exchanges, such as the International Securities Exchange and CME Group.
Hansen is a popular speaker for The Money Show and other major industry conferences and is the author of several books, including the award-winning "Simple Steps to Trading Discipline: Increasing Profits with Habits You Already Have." Her style of technical analysis is based upon what she has dubbed her "Building Blocks of Price Development." Learn more about Toni Hansen and the trading and educational services she provides through here.
Matt Horween is a certified public accountant and served as a commissioned U.S. foreign service officer for the U.S. Agency for International Development from March 1981 to March 1998. He served in Burkina Faso, Senegal, Egypt, Honduras and Barbados, spending about 15 years overseas.
He ended his career stationed in Washington, D.C. as the financial controller for the bureau that controlled the foreign aid program for Europe, including all of Eastern Europe and the former Soviet Union and its former satellite countries. Horween also worked as an auditor for Price Waterhouse & Company in New York City and held various financial management positions for several publically listed corporations. Early in his career, he served as a radio intercept analyst for the U.S. Air Force Security Service.
Eric Jackson is founder and Managing Member of Ironfire Capital and the general partner and investment manager of Ironfire Capital US Fund LP and Ironfire Capital International Fund, Ltd. In January 2007, Jackson started the world's first Internet-based campaign to increase shareholder value at Yahoo!, leading to a change in CEOs in 2007. He also spoke out in favor of Yahoo!'s accepting Microsoft's buyout offer in 2008. Global Proxy Watch named Jackson as one of its 10 "Stars" who positively influenced international corporate governance and shareowner value in 2007.
Bret Jensen was chief investment strategist from 2008-2011 for Simplified Asset Management (S.A.M.), a small long/short hedge fund based in Miami. The fund was in top 5% of long/short hedge funds for total return in its first full year (2009) as ranked by Hedgeco fund database (more than 450 funds in category). Jensen has nearly 20 years of experience in the financial services industry, including more than a decade of managerial experience at American Express.
He holds a Bachelor of Science degree in finance from Arizona State University. His personal blog is at http://www.bretjenseninvests.com. Jensen acts as corporate secretary for Florida Alternative Investment Association, which encompasses more than 100 managers managing more than $30 billion in assets under management.
Follow Bret on Twitter: @Bret_Jensen.
Jim Jubak has been writing about the financial markets since 1984. He's been picking stocks online since 1997 and he's run a mutual fund since 2010.
In 1984 he worked at Venture magazine, covering technology, the venture capital industry, and the financial markets. In 1992, after rising to editor at Venture, he left to write In the Image of the Brain. For the next five years he worked as senior financial editor at Worth magazine. While working as senior financial editor he wrote The Worth Guide to Computerized Investing. In May of 1997 he joined MSN Money as senior markets editor and in December 2008 he published his third book The Jubak Picks: 50 Stocks That Will Rebuild Your Wealth and Safeguard Your Future.
In May 2009, he left MSN Money to start his own web site JubakPicks.com with daily market commentary, stock picks, and three stock portfolios. (The third is a dividend income portfolio.) In July 2010 he started a mutual fund, the Jubak Global Equity Fund (JUBAX.)
Doug Kass is the president of Seabreeze Partners Management Inc.
Until 1996, he was senior portfolio manager at Omega Advisors, a $6 billion investment partnership. Before that he was executive senior vice president and director of institutional equities of First Albany Corporation and JW Charles/CSG. He also was a General Partner of Glickenhaus & Co., and held various positions with Putnam Management and Kidder, Peabody. Kass received his bachelor's from Alfred University, and received a master's of business administration in finance from the University of Pennsylvania's Wharton School in 1972. He co-authored "Citibank: The Ralph Nader Report" with Nader and the Center for the Study of Responsive Law and currently serves as a guest host on CNBC's "Squawk Box."
David Katz is the president and chief investment officer of Matrix Asset Advisors, which he co-founded in 1986. Prior to co-founding Matrix, he worked at Management Asset Corp. in the research and portfolio management areas. At Matrix, Katz chairs the Investment Policy Committee.
Katz is a CFA charterholder who appears frequently as a guest on CNBC, Bloomberg Television and Radio and WCBS-AM in New York. He graduated summa cum laude from Union College with a Bachelor of Arts degree in economics. He received a Master of Business Administration degree, with a concentration in finance, from New York University Graduate School of Business in 1987, graduating with distinction. His numerous works on value investing earned him various awards and distinctions at the undergraduate and graduate levels.
Prior to joining the Premium Services team at TheStreet, as deputy managing editor, Kamal Khan worked as a news editor at CNBC in London. Before CNBC, Khan worked at MSN Money and CNNMoney.com. He has a bachelor's degree from the University of Virginia and a master's degree in journalism from Columbia University.
Alan Knuckman is currently the Market Strategist for Optionshop.com. He brings over 20 years of trading experience that began in the pits of the Chicago Board of Trade as a runner and progressed to a Treasury Bond speculator for himself.
Alan was a division partner for major commodities and stock brokerage firms. In 2003, he formed OneStopOption.com in Chicago, bringing together securities, stock option and futures brokerage. His prior developments included creating the PreferredTrade Live Division, where he complemented existing electronic option brokerage technology with the formation of his full-service, high-margin division to meet the needs of specialized options traders.
Meena Krishnamsetty is editor and co-founder of Insider Monkey, a finance website that provides free insider trading and hedge-fund stock-holdings data. Her articles draw upon the research and analytics of co-founder Dr. Ian Dogan, Insider Monkey's research director, who holds a Ph.D. in financial economics with a specialization in insider trading. Dogan has provided consulting services to institutional investors and hedge funds, and managed a $200+ million fund using a strategy he developed tracking insider transactions.
Dogan authored the insider trading chapter of the "The Handbook of Investment Anomalies" by Zacks Investment Research. Prior to Insider Monkey, Krishnamsetty worked for Bloomberg Television, CNBC, and in risk management at Marsh & McLennan. Krishnamsetty has an M.S. in Journalism from Columbia University's Graduate School of Journalism.
Bob Lang has been a private trader in equity and option markets for several years and manages separate accounts via Aztec Capital LLC. He has managed a $300 million pension and 401(k) plan for a Southern California cooperative.
In early 2000, Lang started a hedge fund for private and institutional clients. This fund, Aztec Partners, was a top-performing fund that year relative to its peer group. In 2002, Lang worked with floor traders in the active bond-trading group of Countrywide Capital Markets. In May 2011, Lang launched an options trading service called Explosive Options.
Mark Leibovit is the developer of the Leibovit Volume Reversal (aka the Volume Reversal) and the publisher and chief market strategist for the Volume Reversal Newsletters: VRTrader.com and VRGoldletter.com.
Leibovit began his 35-year career in the financial industry as a market maker on the Chicago Board Options Exchange where he made a market in such issues as Newmont Mining and later continuing on to serve as Director of Research at Rodman and Renshaw. He is both a Certified Investment Management Analyst (CIMA) and Accredited Investment Fiduciary (AIF) and is also a member of the Market Technicians Association (MTA) and the CFA Institute. His comprehensive study on Volume Analysis , 'The Traders Book of Volume' was recently released by McGraw-Hill.
Kathy Lien, serves as Managing Director of FX Strategy for BK Asset Management. Having graduated New York University's Stern School of Business at the age of 18, Ms. Kathy Lien has more than 13 years of experience in the financial markets with a specific focus on G20 currencies. Her career started at JPMorgan Chase where she worked on the interbank FX trading desk making markets in foreign exchange and later in the cross markets proprietary trading group where she traded FX spot, options, interest rate derivatives, bonds, equities, and futures. In 2003, Kathy joined FXCM and started DailyFX.com, a leading online foreign exchange research portal. As Chief Strategist, she managed a team of analysts dedicated to providing research and commentary on the foreign exchange market. In 2008, Kathy joined Global Futures & Forex Ltd as Director of Currency Research where she provided research and analysis to clients and managed a global foreign exchange analysis team. Since 2007 she has run a FX Signal Service known as BKForex.com and in 2012 she launched BK Asset Management. As an expert on G20 currencies, Kathy is often quoted in the Wall Street Journal, Reuters, Bloomberg, Marketwatch, Associated Press, AAP, UK Telegraph, Sydney Morning Herald and other leading news publications. She also appears regularly on CNBC – US, Asia and Europe and on Sky Business. Kathy is an internationally published author of the best selling book Day Trading and Swing Trading the Currency Market as well as The Little Book of Currency Trading and Millionaire Traders: How Everyday People Beat Wall Street at its Own Game – all published through Wiley. Kathy's extensive experience in developing trading strategies using cross markets analysis and her edge in predicting economic surprises serve as key components of BK's analytical techniques.
Stephanie Link leads all investment, research, and contributor recruitment activities at TheStreet. As Chief Investment Officer, she oversees premium content including Real Money, Real Money Pro, Options Profits as well as premium newsletters including Breakout Stocks and Stocks Under $10. As co-portfolio manager of Action Alerts Plus, she is responsible for the daily management of the fund including macro strategy, portfolio construction, and stock selection. She also writes daily alerts and weekly summary reports for subscribers.
Link is a CNBC contributor and appears regularly on" Fast Money Halftime," "Closing Bell," "Squawk Box" and "The Kudlow Report."
Prior to joining TheStreet, she was Director of Research and Head of Institutional Equity Sales at Prudential Equity Group. She began her career as an institutional salesperson at Dean Witter. She earned a B.S Degree in Finance from Boston College.
James Lucier is a managing director at Capital Alpha Partners, which he co-founded in 2007 after nine years in Washington Research at Prudential Equity Group. Lucier provides macro-level political forecasting and commentary as well as deep-in-the-weeds analysis of the "heavy iron" issues: corporate tax, electric power, oil & gas, refining, environmental policy, industrials and infrastructure. All of his work is integrated with a view of where financial markets are going.
Lucier's clients include asset managers, private equity investors, commodity traders and investment bankers. He provides predictive, insightful analysis of trends in Washington based on a simple philosophy: No matter what is happening in the nation's capital, he's seen it all before, several times, in a career that now spans three decades.
Jill Malandrino is the editor and curator for TheStreet's Options Proﬁts. In addition to managing the product and content for the site, she reports from the floor of the CME with MrTopStep, co-hosts the "Morning Call" video with T3Live for the flagship site and the "All-in-One" video for Options TV. Her work is featured regularly on Yahoo! Finance, Fidelity, Nasdaq, CBOE and various ﬁnancial blogs.
Prior to Options Proﬁts, Malandrino was the Market Intelligence Manager for The Fly on the Wall and headed the institutional product marketing effort for the Prudential Equity Group. Over her 15-year career on Wall Street, she has held various positions in institutional sales and marketing after starting out in retail branch compliance.
Hughes and Maragioglio co-founded Epiphany Equity Research, which has developed and utilizes proprietary tools to identify and track liquidity changes in the market indices and sectors. Hughes advises numerous asset managers, hedge funds and institutions managing in excess of $30 billion. Maragioglio is a member of the market technicians association (MTA) as well as The American Association of Professional Technical Analysts (AAPTA) and holds a Chartered Market Technician (CMT) designation. Maragioglio has also served on the board of directors of the AAPTA.
Phil McDonnell has professionally traded options for decades. He has developed extensive proprietary software for options analysis and probability calculations. He was founder and software developer for Dollar/Soft, which sold options analysis software. Since then he has devoted himself to full-time options trading.
McDonnell is a frequent contributor to Daily Speculations. He has also authored a book titled Optimal Portfolio Modeling, which was published by Wiley Trading in 2008.
Helene Meisler's charts can help you make money in any market -- because success in technical analysis is independent of market conditions. It's about using charts to find opportunities as stocks move up or down. In other words, you don't need stocks to climb in order for you to succeed. Helene has more than 20 years of experience in technical analysis -- and, in Top Stocks she puts that experience to work for you. Using her rigorous, forward-looking stock-screening methodology, she assesses at least 200 stocks a day and emails you only the ones that make the final cut as her "top picks." Whether you are a sophisticated trader, or a novice wondering what technical analysis is all about, you can take advantage of Helene's time-proven approach and her action-oriented analysis of technical indicators pertaining to market trends and market sentiments. Try it now. Get a 14-Day Free Trial.
Tim Melvin is a writer from Windermere, Fla. In addition to writing about the markets, he manages accounts for family and friends. He has written serveral articles and collaborated on several investment books. Prior to striking out on his own he spent 20 years a stockbroker, the last 15 as a Vice President of Investments with a regional firm in the Mid Atlantic area. He specializes in deep value investing as well as special situations and activist stocks, and is the author of the Junior Chamber Course on Value Investing, as well as numerous articles in various publications on the subject of value investing, the stock market and the world around us.
Robert Moreno is a former member of the New York Cotton Exchange and the New York Board of Trade. He has traded for his own account for over 25 years. An experienced market technician and student of the art since the days of paper charts and manual computation, he authored a daily technical analysis information sheet popular with brokers and traders in the "pits." Currently, he is a General Partner at Wyckoff Investment Partners, LLC, which provides technical and fundamental research and analysis to traders and investors.
Gary Morrow is president of Yosemite Asset Management, LLC, a registered investment advisory firm in San Luis Obispo, Calif. He manages individual accounts through Charles Schwab and runs a long/short hedge fund. Prior to forming Yosemite, Morrow spent 12 years on the floor of the Chicago Mercantile Exchange trading foreign currency and interest rate futures. He holds a bachelor's degree in economics from Ripon College.
Brian Nelson is the President of Equity Research and ETF Analysis at Valuentum Securities. Before founding Valuentum in early 2011, Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago.
He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation. He is best known in the financial industry as being the "Father of Valuentum Investing."
Brian Nichols is the author of "Taking Charge With Value Investing: How to Choose the Best Investments According to Price, Performance, & Valuation to Build a Winning Portfolio." Nichols began writing his column for TheStreet in 2013 after three years of writing on Seeking Alpha. He attended college at Austin Peay State University and studied psychology. After college Nichols worked for the Department of Corrections as a counselor. During that time, he experienced a great deal of success in the market.
His common sense approach and his strategy of seeking value by identifying illogical behaviors became popular in the retail investment community. He writes a popular monthly piece, "Value of the Month," on Nicholstoday.com.
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Rocco Pendola is TheStreet's Director of Social Media. Pendola's daily contributions to TheStreet frequently appear on CNBC and at various top online properties, such as Forbes. Prior to graduating from San Francisco State with a degree in urban studies, Pendola spent 12 years working at various talk radio stations in markets such as Buffalo, Pittsburgh and Dallas. He lives in Santa Monica, Calif.
Sarina Penn is the weekend and overnight editor for Premium Services, and has been with TheStreet in various capacities since 2006. She holds a bachelor's degree from George Washington University, and is currently pursuing graduate studies at Hebrew University.
Ed Ponsi is the managing director of Barchetta Capital Management, an NFA-registered commodity trading advisory. In addition to managing client funds, Ponsi advises a variety of hedge funds and institutional traders. He also provides a variety of trading education services through edponsi.com
Ponsi has appeared on CNBC more than 100 times and has been profiled in magazines such as "Technical Analysis of Stocks and Commodities" and "The Traders Journal." He is the author of Forex Patterns and Probabilities. a top-selling book on currency trading that has been translated into five languages, and The Ed Ponsi Forex Playbook, which is endorsed by Steve Hanke, professor of applied economics at Johns Hopkins.
Paul Price has worked for Merrill Lynch, A.G. Edwards, Wachovia Securities and Ferris Baker Watts during his Wall Street years. He was among the most successful retail brokers and equity option traders at each of those firms.
Price has been a featured speaker at The New York City Money Show and the Las Vegas edition of the Traders' Expo. Before joining the Premium Services team, he was one of the most followed authors on both Seeking Alpha and GuruFocus.com.
Scott Redler is the Chief Strategic Officer of T3 Live, an online education platform that provides traders of all experience levels with market analysis, real-time access to strategies, and extensive training from trading professionals. Redler has been trading equities for more than 10 years.
Beginning his trading career at Broadway Trading in 1999, Mr. Redler moved on with Marc Sperling to Sperling Enterprises. As a manager at Sperling Enterprises, he continued to trade actively while working closely with all traders in the firm to dramatically increase performance. Redler received a B.B.A. in Marketing/Finance from the State University of New York at Albany, graduating magna cum laude from Albany's School of Business.
John P. Reese is founder and CEO of Validea.com, an investment research firm, and Validea Capital Management, an asset management firm serving affluent investors and companies. He is also co-author of two investing books, including The Guru Investor: How to Beat the Market Using History's Best Investment Strategies (Wiley).
Before Validea, Reese was vice president of information technology for GE Capital ITS, president and CEO of Micro Networks of America, a networking firm, and marketing manager of electronics at Coleco.
Reese holds a master's of business administration from Harvard Business School and a bachelor's degree in computer science from the Massachusetts Institute of Technology.
Before joining TheStreet in November 2005, Daniel was an associate copy editor for CXO Media, where he honed his skills on three magazines for C-suite executives: CIO, CSO and CMO.
Daniel holds an MFA in Creative Writing from Emerson College in Boston.
Dr. Harry Schiller is a Registered Investment Advisor with the California Dept. of Corporations. He has been owner and editor of the Short Term Consensus Hotline since 1988. For more information, see www.harryschiller.com. Schiller received his B.A from Stanford. He then got his master's Degree at Harvard and later completed his doctorate in Applied Behavioral Sciences at the University of Massachusetts at Amherst. He estimates that in the course of a year, he records or emails about 3,000 stock market reports.
Henry Schwartz is the president of Trade Alert, a provider of real-time options analysis tools to leading Wall Street firms. His systems analyze hundreds of thousands of transactions per second to help professionals identify and interpret market activity in real time, supporting informed trading decisions and intelligent idea generation.
Schwartz has held institutional trading and management roles with Bank of America, Bear Stearns, Salomon Brothers and the Hull Group, and made markets on the CBOE and AMEX floors in the U.S., and EUREX and MONEP overseas. Prior to founding Trade Alert, he led the electronic market-making group at Bank of America coincident with the launch of the International Securities Exchange.
Mark Sebastian is a former member of both the Chicago Board Options Exchange and the American Stock Exchange. He is the Chief Operating Officer of Option Pit Mentoring and Consulting, a Chicago-based option education firm. Sebastian has been published nationally on Yahoo! Finance, quoted in The Wall Street Journal, Reuters and Bloomberg and is an All-Star Contributor for the Options Profits team. Mark is also the managing editor for Expiring Monthly: The Option Traders Journal, an all-digital, all-options magazine. Mark has appeared on CNBC's "Fast Money" and spoken for the CBOE, the ISE, CME, VOLX and is a co-host on the popular "Option Block" podcast and is the "Volatility Reporter" for the Volatility Views podcast. Mark has a bachelor's degree from Villanova University.
Graham Shove joined TheStreet in 2011 as a research associate analyzing stocks for Action Alerts PLUS. He works with Jim Cramer and Stephanie Link researching equities for the charitable trust portfolio.
His market interests include large-cap U.S., energy and emerging market stocks. Shove has studied history and economics, receiving his master's degree magna cum laude from University of Massachusetts, Boston.
An experienced commentator in the financial markets, Ken Shreve got his start with Investor's Business Daily in 1995, where he worked under the tutelage of one of the great growth investors, IBD Chairman and Founder William J. O'Neil. Over the years, Ken has taught several high-level workshops with William O'Neil & Co. Portfolio Managers. In recent years, his daily market wrap video was one of the most-visited areas of Investors.com. Ken continues to provide market commentary on national radio and has appeared numerous times on CNBC.
Ajit Singh writes frequently on the financial markets from a multi-asset class perspective.
Matthew B. Smith graduated from the Moore School of Business at the University of South Carolina after studying Finance and Accounting. Smith's expertise is in the commodities markets, where he has done consulting work for various sized companies focused on resources ranging from uranium to rare earth elements. He has identified numerous bull markets over the years in the commodity space, including in oil, uranium, potash and rare earths. Finding these opportunities before the rest of market does has become his niche.
After founding a newsletter and financial website, Smith has spent the past few years providing commentary to other sites while living in Columbia, SC. He can be reached on Twitter at @theinvestar.
Brian Sozzi is an independent research analyst and chief business development officer for Nothing But Gold Productions. In this capacity, he is responsible for developing online financial content for an institutional and retail investor base, as well as corporate partners, in addition to co-authoring with former CNBC/CNN anchor Nicole Lapin the first book in the series titled "Decoding the Wall Street Journal."
Sozzi was previously a senior equity research analyst specializing in the apparel and hard goods sectors of the retail industry for Wall Street Strategies, where he managed a client book that included leading financial institutions. He also contributed to his firm's twice-daily stock market commentary and trading services, and monthly newsletter.
Sozzi became recognized by StarMine as a top-ranked equity research analyst for stocks under coverage in such categories as "EPS Estimate Accuracy" and "Industry Excess Return." Sozzi was then awarded the 2011 FT | StarMine Analyst Award for "No. 3 Earnings Estimator in the Textiles Apparel & Luxury Goods Industry."
Routinely sought after as a trusted point of reference for opinions and insight on the global economy and retail sector stock evaluation, Sozzi is a frequent on-air guest on CNBC, Bloomberg, Fox Business and PBS, and is cited regularly by online/print publications that include Forbes, Bloomberg, The Wall Street Journal, Market Watch, Reuters, The Associated Press, Barron's, Financial Times and Kiplinger's. He graduated summa cum laude from Dowling College.
Kate Stalter is an investment advisor at Portfolio LLC. She is based in Santa Fe, New Mexico. Previously, she edited the "Low Priced Leaders" newsletter at TFNN.com and hosted Tiger Financial News Network's "Small Cap Roundup" radio show. She has been a stock-market columnist and video host at MoneyShow.com and currently writes for Morningstar Advisor magazine. From 2001 until 2010 she was a seminar instructor and market writer with Investor's Business Daily. She received her MBA from the Kellogg School of Management at Northwestern University.
Toni Turner, president of TrendStar Group, is an accomplished technical analyst as well as an educator and speaker in the financial arena. She is the author of the bestselling books: A Beginner's Guide to Day Trading Online, 2nd Ed., A Beginner's Guide to Short-term Trading, 2nd Ed., Short-Term Trading in the New Stock Market, and Invest to Win: Earn & Keep Profits in Bull and Bear Markets with the GainsMaster Approach, co-authored with Gordon Scott. Her books have been translated into five languages and used as textbooks in college personal finance classes.
Toni has appeared on CNBC, CNN, NBC, MSNBC, and FOX Business News. She has been interviewed on dozens of radio programs and featured in periodicals such as Fortune, Stocks and Commodities, SFO, Fidelity Active Trader, and Bloomberg Personal Finance and many online publications, such as TradingMarkets.com, Equities.com and MarketWatch.com. She speaks regularly at trading forums and conferences across the United States, including college campuses, Traders' Expos, and Money Shows.
Christopher Versace writes the "PowerTrend Profits" newsletter and "ETF PowerTrader" trading service, which both use a thematic investing perspective that ties in economics, demographics, psychographics, technology and more. He's also the host of PowerTalk, a weekly podcast that features conversations with public and private management teams, as well as other thought leaders, for the benefit of both individual and institutional investors.
Versace was previously the portfolio manager of Agile Capital Management, which combined a hedged investment mandate and a thematic investing framework. He also previously served as senior vice president, equity research at Friedman Billings Ramsey, where he covered the mobile phone industry and component technologies. Versace was also an analyst at Donaldson Lufkin Jenrette, as well as Salomon Brothers.
Versace is a contributor to Forbes.com and a frequent guest on "America's Morning News," in addition to other radio and television programs. He earned bachelor's degrees in economics and mathematics from Fairfield University before earning an MBA in finance from Fordham University.
Robert Weinstein is a full-time equity and options strategist with more than 20 years of experience. Weinstein maintains a sharp focus on risk mitigation and constant study of behavior finance. He believes making money in the markets is actually quite easy. The real skill needed is to understand when to walk away from non-performing positions that cause traders and investors to give back their gains.
Weinstein co-founded and contributes to the weekly "Options Investing Newsletter," a Paid2Trade investing newsletter.
Stacey Widlitz is the president of SW Retail Advisors, a consulting firm with offices in London and New York. She advises institutional investors as well as retailers with a need for International expertise in the consumer sector. Stacey is also a CNBC Contributor.
After receiving an MBA from NYU, Widlitz started her career covering retail equities at PaineWebber (now UBS). She held senior analyst positions at UBS, SG Cowen, Fulcrum Partners and Pali Capital, where she covered an eclectic group from discounters to luxury. After 12 years of covering retail equities, she launched SW Retail Advisors in 2011. She publishes a monthly newsletter "What You Need to Know Across the Retail Pond."
Glenn Williams has more than 30 years of experience in power and fuels, including design, engineering, construction, startup and operations of large-scale power projects. He has had direct involvement with coal plants, natural gas facilities, and approximately half of the nation's nuclear power facilities and designs energy strategies for regulated and unregulated energy organizations.
He is an experienced public speaker and published author on a variety of strategic management and energy policy issues. Williams directly managed professional staffs of over 200 members, worked with three former attorneys general and provided management consulting to senior members of regulated utilities and energy service organizations. He received a bachelor's degree in electrical engineering from Northeastern University and a master's degree in technology management from the University of Maryland.
Jared Woodard is the principal of Condor Options, a research and trading firm in New York. With over a decade of experience trading options, futures, and equities, he has been quoted in various media outlets including The Wall Street Journal, Reuters, Bloomberg, and Financial Times Alphaville.
Woodard is the author of Options and the Volatility Risk Premium and Iron Condor Spread Strategies, both published by FT Press. He is a registered commodity trading advisor at Clinamen Financial Group, where he developed the VIX Portfolio Hedging (VXH) Strategy. He is a founding and contributing editor of Expiring Monthly: The Option Traders Journal, and is a Ph.D. candidate at Fordham University.
Kelley Wright is chief investment officer and portfolio manager at IQ Trends Private Client Asset Management, as well as the managing editor of the Investment Quality Trends newsletter. He entered the financial services industry in 1984, first as a registered representative and later as a registered principal for both a major wire house and private investment boutique.
In 1989 Kelley left the retail brokerage world for private investment management, eventually serving as the chief investment officer to three investment managements firms. In 2002, he was selected by the legendary Geraldine Weiss to succeed her as managing editor of the Investment Quality Trends newsletter.
Wright is an active lecturer nationwide and a frequent guest on television and radio. In addition to his articles and commentary for Barron's, Business Week, Forbes, The Economist, Dow Jones MarketWatch and others, Wright is the author of Dividends Still Don't Lie, published by John Wiley and Sons in 2010.