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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.
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.