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.
Bryan Ashenberg is a research analyst at TheStreet, where he writes TheStreet Breakout Stocks. Bryan Ashenberg has 12 years of investment experience. Previous to joining TheStreet, Bryan was an Associate Director at UBS Global Asset Management, where he was responsible for providing generalist research coverage for the U.S. Small and Small/Mid Cap Growth Equity Portfolios. Prior to working at UBS, he held technology analyst responsibilities at Columbus Circle investors and he had served as a generalist at Stechler & Company. Bryan graduated summa cum laude with a BS in finance from Yeshiva University. Bryan is a CFA Charterholder.
Gene Balas has more than 20 years experience in investment management and is a Chartered Financial Analyst. Balas is the Chief Investment Strategist for East End Wealth Management, where he performs macroeconomic analysis, formulates investment strategy, manages client portfolios and communicates his views to clients. 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.
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.
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 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.
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 is currently President of MercBloc LLC, a wealth management firm and is the author of “Oil’s Endless Bid”, published in March of 2011 by John Wiley and Sons.
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.
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.
Alan Farley is a private trader and publisher of Hard Right Edge, a comprehensive resource for trader education, technical analysis, and short-term trading techniques. Farley is also the author of The Daily Swing Trade, a premium product from TheStreet.com that outlines his charts and analysis. Farley has also been featured in Barron's, SmartMoney, Tech Week, Active Trader, MoneyCentral, Technical Investor, Bridge Trader and Online Investor.
He has written two books: The Master Swing Trader and The Master Swing Trader Toolkit: The Market Survival Guide, due out in April.
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.
Michael A. Gayed, CFA, is chief investment strategist at Pension Partners, LLC, an investment management firm that uses quantitative strategies to buy and rotate across various ETFs to generate absolute returns. He previously served as a portfolio manager for a large international investment group, trading long/short investment ideas.
Gayed has been interviewed on CNBC, Bloomberg, Fox Business and The Wall Street Journal for his unique approach to interpreting market movements. His analysis has also been featured by Marc Faber of "The Gloom, Boom and Doom Report," and Barry Ritholtz of The Big Picture.
He is the author of the "Lead-Lag Report," a weekly summary of various inter-market trends, and the "Week in Review," is a free e-newsletter sent out every Sunday served through his company's website. Gayed earned a bachelor's degree from New York University. Follow him on Twitter (@pensionpartners) and on YouTube.
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 tomgraff@brownadvisory.com.
Alex Gurvich is co-founder and managing partner of The Rockledge Group. He has 14 years of institutional private-equity investment experience and is an adjunct professor of finance at Pace University. He earned a master's degree in financial engineering from New York University Polytechnic Institute and an MBA in finance and strategy from INSEAD.
Jonathan Heller, CFA, is president of KEJ Financial Advisors, his fee-only financial planning company. Jon spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005.
He ran Bloomberg's Equity Fundamental Research Department from 1994 until 1998, when he assumed responsibility for Bloomberg's Equity Data Research Department. In 2001, he joined Bloomberg's Publishing group as senior markets editor and writer for Bloomberg Personal Finance Magazine, and an associate editor and contributor for Bloomberg Markets Magazine. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit.
Jon is also the founder of the Cheap Stocks website, which is dedicated to deep-value investing. He has an undergraduate degree from Grove City College and an MBA from Rider University, where he has also served on the adjunct faculty; he is also a CFA charter holder.
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.
Prior to founding Ironfire Capital, Jackson was President and CEO of Jackson Leadership Systems, Inc., a leadership, strategy, and governance consulting firm. He completed his Ph.D. in the Management Department at the Columbia University Graduate School of Business in New York, with a specialization in Strategic Management and Corporate Governance, and holds a B.A. from McGill University.
He was previously Vice President of Strategy and Business Development at VoiceGenie Technologies, a software firm now owned by Alcatel-Lucent. In 2004, Jackson founded the Young Patrons' Circle at the Royal Ontario Museum in Toronto, which is now the second-largest social and philanthropic group of its kind in North America, raising $500,000 annually for the museum. You can follow Jackson on Twitter at www.twitter.com/ericjackson or @ericjackson.
You can contact Eric by emailing him at eric.jackson@thestreet.com.
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.
Michael Johnston, CFA, is the co-founder and senior analyst at ETF Database, an online investment resource for ETF investors. Johnston oversees ETF Database's free ETF Newsletter, one of the most popular sources for news and commentary focusing exclusively on the exchange-traded fund industry. He also maintains and develops content for ETFdb Pro, a line of analyst reports and model portfolios designed to help investors utilize ETFs to meet their investment goals.
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.
Kamal Khan is the managing editor for Premium Services at TheStreet. Prior to joining the company as deputy managing editor, Khan worked as the news editor at CNBC.com in London. Before CNBC, he 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 trading adviser and editor for two weekly options trading services in equities and commodities. 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.
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.
Christopher Laudani is the founder and president of ShortIdeas.com, a short-only equity research firm.
Stephanie Link is the director of research & vice president of strategy for TheStreet, and portfolio manager of Jim Cramer's charitable trust portfolio, Action Alerts PLUS. In this capacity, she develops a macro outlook, selects stocks and writes daily analysis. She also provides a weekly summary report of the strategy, positions and ranking of each stock in the fund.
Strategy responsibility includes overseeing all content, talent and development of the Premium Services sites. She appears regularly on Maria Bartiromo's "The Closing Bell," Larry Kudlow's "The Kudlow Report" and CNN affiliate "The Wall Street Shuffle."
She spent nine years at the Prudential Equity Group as a managing director in U.S. institutional sales and as the New York sales manager covering top national accounts. She was the managing director of equity research in her final year at the firm. Prior to that position, she worked at Dean Witter as an institutional sales person for six years. She graduated with a bachelor's degree in business administration in finance from The School of Management at Boston College.
L.A. Little, author, professional trader and money manager, writes daily on www.tatoday.com, a free educational site for traders and investors. He has been featured in numerous publications and is the author of Trade Like the Little Guy. His new book, Trend Qualification and Trading, details the principles and techniques he writes about on TheStreet.
Little’s background includes degrees in philosophy, computer science, computer information systems and telecommunications. With a trading philosophy centered on capital protection first and the accumulation of consistent gains over time, Little espouses a simple technical approach to trading the markets that is a throwback to the days of past. With a focus on swing points and trend qualification, he provides a breath of fresh air to an otherwise crowded room of derivative indicators with an emphasis on technical minutiae.
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.
Jon D. Markman is an investment adviser, money management consultant and bestselling author in Seattle. Readers are invited to try a free, two-week trial to his daily Strategic Advantage newsletter on growth stocks, ETFs and income investing. Markman also publishes Trader's Advantage on swing-trading high-beta stocks and options; Gemini 252 on S&P 500 Emini and Treasury bond futures timing; and Gemini SGX on gold, silver and Russell 2000 emini futures timing.
Markman is a former MSN Money managing editor; Los Angeles Times financial columnist; winner of the Gerald Loeb Award for Distinguished Financial Journalism; senior investment strategist at a stat arb hedge fund; and a graduate of Duke University and Columbia University. He is the author of five books on investing, including most recently an annotated edition of Reminiscences of a Stock Operator. His Twitter handle is @jdmarkman.
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 writes a daily technical analysis column and TheStreet Top Stocks. For more information, click here. Meisler spent more than a decade on the sell side as a market technician covering institutional accounts at various investment banks in New York City, including Cowen & Co. and Goldman Sachs. In addition she worked at Cargill in Minneapolis where she managed equity money for three years.
She received her bachelor's degree in business from Pace University. Follow her on Twitter: @hmeisler.
Tim Melvin is a writer from Stevensville, Maryland. 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.
Jonathan Moreland is the founder of InsiderInsights.com, which produces a weekly newsletter and offers professional screening and alerting tools to analyze a proprietary, real-time insider data feed. He is also the principal of Insider Asset Management, a registered investment advisor in New York. Moreland has been analyzing insider data professionally for two decades and has been a contributor to TheStreet since 2001.
A fundamental analyst with an MBA in finance, Moreland long ago identified insider data as an excellent first screen to determine where to focus his research efforts. He is quoted frequently in the media for his insider analysis and stock recommendations stemming from it. He is also author of Profit From Legal Insider Trading.
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.
Dan Passarelli is an author, trader and former member of the Chicago Board Options Exchange (CBOE) and CME Group. Dan has written two books on options trading: Trading Option Greeks and The Market Taker's Edge. He is also the founder and CEO of Market Taker Mentoring, a leading options education firm that provides personalized, one-on-one mentoring for option traders and online classes.
Passarelli began his trading career on the floor of the CBOE as an equity options market maker. He also traded agricultural options and futures on the floor of the Chicago Board of Trade (now part of CME Group). In 2005 Dan joined CBOE's Options Institute and began teaching both basic and advanced trading concepts to retail traders, brokers, institutional traders, financial planners and advisers, money managers and market makers.
In addition to his work with the CBOE, he has taught options strategies at the Options Industry Council, the International Securities Exchange, CME Group, the Philadelphia Stock Exchange and many leading options-based brokerage firms.
David Peltier joined TheStreet as a research associate in August 2001, and writes TheStreet Stocks Under $10. Before that, Peltier was an analyst for Individual Investor magazine and the publication's Web site. His market interests include small-caps, technology and retail stocks. He has appeared on NPR, NBR and WNYW-TV.
Peltier received his bachelor's degree cum laude in finance and international business from New York University.
Ed Ponsi is the managing director of Barchetta Capital Management, an NFA-registered commodity trading advisory, and is also the president of FXEducator. An experienced professional trader, Ponsi has advised a variety of hedge funds and institutional traders.
Ponsi has appeared on CNBC more than 50 times and has been profiled in magazines such as "Technical Analysis of Stocks and Commodities" and "The Traders Journal." He is the author of Selling America Short: The New World Order vs. the American Middle Class, released in Novermber 2011; Forex Patterns and Probabilities, a top-selling book on currency trading that has been translated for release in China; and The Ed Ponsi Forex Playbook, which was endorsed by Steve Hanke, professor of applied economics at The Johns Hopkins University.
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.
Skip Raschke is a former registered options trader and member of the Philadelphia Stock Exchange. He was an equity options analyst and broker with Paine Webber and a proprietary trader for Van Der Moolen. He served in the USMC, as well as played minor league baseball with the New York Yankees organization. He is an independent stock and options market consultant.
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, 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.
Frederic Ruffy is the Senior Options Strategist at Whatstrading.com, a site dedicated to helping traders make sense of the complex and fragmented nature of listed options trading. In addition to writing market commentary and trading-related books and articles, Ruffy has also worked as an instructor, educating investors on advanced topics like measuring volatility, the benefits of sector rotation and the risks and potential profits from trading around earnings. An active trader with more than 15 years of securities industry experience, his market observations and analysis of the options market are featured regularly in the financial press, including Barron’s, Reuters, The Wall Street Journal, Bloomberg and Futures Magazine.
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.
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.
Jerry Slusiewicz has more than two decades of professional investment experience. He has worked with individuals and institutions to manage monies for both short and long-term investment horizons. This extensive experience through various stock and bond market cycles enables him to offer a unique blend of professional investment counsel and personal service.
Brian Sozzi is Chief Equities Analyst for NBG Productions. In this capacity, he is responsible for developing independent financial content and actionable stock recommendations (including ratings and price targets) for an institutional and retail investor base. In addition, Sozzi is the Editor in Chief of the "Decoding Wall St." investor education online platform.
Sozzi was previously a senior equity research analyst specializing in the apparel and hard goods sectors of the retail industry for Wall Street Strategies Inc., 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 stock evaluation, Sozzi was a frequent on-air guest on CNBC, and more recently has appeared on Bloomberg, the Fox Business Network and PBS. He is cited regularly by online/print publications that include CNBC.com, Bloomberg, The Wall Street Journal, MarketWatch, Reuters, The Associated Press, Barron's, Financial Times and Kiplinger's. He graduated summa cum laude from Dowling College.
Kate Stalter is a freelance market writer for RealMoney. From 2001 until 2010, she was a writer at Investor's Business Daily and hosted the "Market Wrap" video at Investors.com. She wrote and edited IBD columns including "The Real Most Active," "Stocks In The News" and "Investor's Corner." Stalter co-hosted webcasts with TD Ameritrade and regularly presented at IBD investing seminars nationwide. She received her MBA in finance and marketing from the Kellogg School of Management at Northwestern University.
Christopher Versace writes "The Thematic Investor" newsletter, which uses a thematic perspective for investing. Previously, Versace was 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 weekly contributor to The Washington Times and a frequent guest on "America's Morning News." He earned bachelor's degrees in economics and mathematics from Fairfield University before earnings an MBA in finance from Fordham University.
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.
Jim Wyckoff is president of JimWyckoff.com, a trading advisory and trading education service.
