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About Me

I’m a former hedge fund manager with over two decades of experience in trading and analyzing the financial markets. My market insights have been featured on Fox Business News, Investopedia and Seeking Alpha.

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At 21, I started in the mortgage bond trading department at Salomon Brothers. Then I honed my trading skills at Citigroup before spending a decade at the New York-based hedge fund Peahi Capital.

In 2017, I came to Banyan Hill Publishing to help our readers get ahead of the markets. I currently offer four services educating readers on the stock and crypto markets.

Here’s more about my flagship service: Strategic Fortunes.

About Strategic Fortunes:

In this research service, I use my exclusive four-step system for finding tipping-point trends. These are massive developments that are set shake up every corner of the market, like AI, microchips, renewable energy and even cryptocurrency.

The companies I look to invest in have an established track record of profitability, but should also have momentum, trading above its 20-day and 50-day moving averages.

I invest in companies that have an “X-factor,” innovating and improving our lives. These are the ones that ultimately revolutionize existing industries.

They’re also overlooked and underestimated by Wall Street. I like underdogs that are primed to beat expectations.

With Strategic Fortunes, we’ll be finding the best of these opportunities just as they hit the tipping point of profitability.

What You’ll Get With Strategic Fortunes:

  • Model Portfolio:
    This portfolio includes every stock that’s on my Strategic “buy now” list. The portfolio will tell you what to buy, at what price to buy it, and of course, when to sell.
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  • Weekly Updates:
    I’ll reach out to you every Tuesday to fill you in on any updates on our model portfolio, answer your questions and share my views on relevant market events.
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  • Trade Alerts:
    If I see a good opportunity to make money, you will be the first to know! And any time we need to sell an open position, I will send you an alert via email. I’ll also provide instructions on what to buy or sell, and for how much.
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  • Strategic Fortunes Newsletter:
    Every month, I dive into a specific tipping-point trend tied to a recommendation. This usually revolves around a new investment I’m targeting. Once a month, you’ll get full report with all the details.
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  • Market Insights:
    In this bonus video, my friend and colleague Amber Lancaster joins me once a week to talk about our overall market outlook, mega trends we’re following, new investment opportunities, questions from you, special investing tips, and much more.
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  • Customer Care:
    If you ever have questions about your membership, just give our dedicated customer care team a call! They’ll be happy to assist you with any questions or concerns you might have.
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  • Banyan Edge:
    Get more of an edge in the stock market with our free daily e-letter Banyan Edge. You’ll get investing tips, hot takes on market news and investing opportunities from the entire Banyan Hill team.
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  • Access to Our Banyan Hill App:
    Get your updates and alerts all in one place! You can get push notifications directly to your smartphone whenever I release a new trade, update or newsletter through our Banyan Hill App.

Choose Your Subscription Level:

Member Access
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  • What‘s included:
  • Model Portfolio
  • Weekly Updates
  • Trade Alerts
  • Monthly Newsletter
  • Market Insights
  • Customer Care
  • Banyan Edge
  • App Access
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Better Value
  • 5-Year Access
  • IncludedPortfolio access
  • 260 updates
  • 45-60 alerts*
  • 60 newsletters
  • 260 insight videos
  • IncludedCustomer Care
  • IncludedE-letter access
  • IncludedApp access
  • $199
  • 1-Year Access
  • IncludedPortfolio access
  • 52 updates
  • 9-12 alerts*
  • 12 newsletters
  • 52 insight videos
  • IncludedCustomer Care
  • IncludedE-letter access
  • IncludedApp access
  • $47 $79
Best Deal
  • Lifetime Access

Everything included with a 5-year subscription FOR LIFE!

  • $299

Your subscription will be active within 5 minutes and you can expect to receive a welcome email with the instructions to access your subscription information on our website

Strategic Fortunes subscriptions are backed by our 1-Year, 100% Satisfaction Guarantee: Within the next year, if you are not 100% satisfied with your subscription, just let my team know and we'll issue you a full and prompt refund.

* Trade alerts are delivered typically once a month via email along with an optional text alert.

Cart Summary

Subscription: 5-Year Access to Strategic Fortunes

Price: $199*

*Final price reflected on your order confirmation email will include taxes or other related fees as agreed upon when you process your order below.

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