Sr Research Analyst, Equity L/S, and Global Macro Strategist

Over 6 years' experience on the buyside. Spent nearly 3 years of my professional career as a Research Analyst investing in public markets (stocks) and the other 2 in the private arena (VC/growth equity and distressed/restructurings). I am a highly passionate investor and always consider both ... more

ALL CONTRIBUTIONS

Carmaggeddon? Toxic Bonds & ABS: Can't Say I Didn't Warn You (Twice)
According to the FRB of NY, six million borrowers in the domestic auto-loan market have gone into technical default, and many more are expected to come.
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The Trump Euphoria: Fantasy Vs. Reality
After the surprise results of the U.S. presidential election in November, markets moved decisively to the upside on anticipated household tax reform, along with Trump’s official promise to focus on corporate tax cuts and deregulation.
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OPEC Agrees On Output Freeze & Crude Prices Surge -- Don't Count Your Chickens Before They Hatch
At a meeting in Algiers on Wednesday, OPEC's members agreed they need to cut crude output to offset a supply glut amidst a flattening demand environment. The announcement sent prices soaring.
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STOCKS I FOLLOW

AIOCF Avigilon Corporation
AMD Advanced Micro Devices Inc.
AMZN Amazon.com Inc.
BBY Best Buy Co.
BXUB Barclays Bank PLC
BXUC Barclays Bank PLC
CPLP Capital Product Partners L.P.
DB Deutsche Bank AG
DDAIF DAIMLER AG
EGRX Eagle Pharmaceuticals Inc.
EKSO Ekso Bionics Holdings, Inc.
EPS WisdomTree Earnings 500 Fund
FEYE FireEye, Inc.
HYG iShares iBoxx $ High Yield Corporate Bond Fund
IBB iShares Nasdaq Biotechnology Index Fund
IFNNY INFINEON TECH ADS
INTC Intel Corporation
IVV iShares S&P 500 Index Fund
IWM iShares Russell 2000 Index Fund
KORS see Capri Holdings
LLSP Direxion Daily S&P 500 Bull 1.25X ETF
MGAM Multimedia Games Holding Company Inc.
MON Monsanto Company
MSI Motorola Solutions Inc.
MYL Mylan Inc.
RSP Rydex S&P Equal Weight ETF
RUN Sunrun Inc.
RWL RevenueShares Large Cap ETF
RYARX Rydex Series Fds Inverse S&P 500 Strategy Fund
SBUX Starbucks Corporation
SDS ProShares UltraShort S&P500
SFLAF iPath Long Extended S&P 500 TR ETN
SH ProShares Short S&P500
SPDN Direxion Daily S&P 500 Bear 1X ETF
SPLX UBS ETRACS M Reset 2xLvg S&P 500 TR ETN
SPUU Direxion Daily S&P 500 Bull 2X ETF
SPXE ProShares S&P 500 ex-Energy
SPXL Direxion Daily S&P500 Bull 3X ETF
SPXN ProShares S&P 500 ex-Financials
SPXS Direxion Daily S&P500 Bear 3X ETF
SPXT ProShares S&P 500 ex-Technology
SPXU ProShares Trust
SPXV ProShares S&P 500 ex-Health Care
SPY SPDR S&P 500
SSO ProShares Ultra S&P500
SWKH SWK Holdings Corp
TSLA Tesla Motors Inc.
UPRO ProShares UltraPro S&P 500 ETF
USO United States Oil Fund, LP
VAC Marriott Vacations Worldwide Corporation
VB VANGUARD SMALL CAP ETF
VFINX Vanguard Index Trust 500 Index Fund
VOO VANGUARD FIVE HUNDRED INDEX
WFC Wells Fargo & Co.
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TWEETS

PERSONAL BLOG

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Work Experience

Sr Research Analyst, Equity L/S & Global Macro Strategist
Ascend Investment Partners
January 2015 - Present (6 years)

Developed proprietary algorithmic trading strategies utilizing time-series analysis to minimize market exposure while outperforming the "buy-and-hold" or "indexing" strategy.

Outperformance of the algorithms is significant across all major developed markets, namely the EU, the UK, the US and Japan

Outperforms long position in QQQ (NASDAQ) by 850% (cumulative) over the last 20-years, with only 22% of the exposure (time-based).

ROTH Capital Partners
Independent Consultant - Private Equity & Venture Capital
July 2014 - July 2016 (2 years 1 month)

Acted as an independent consultant to several former clients in the private equity and venture capital space performing financial and strategic consulting services. Roth Capital's Venture Capital Group was one of my primary clients, among others (AWM Global Advisors, KKR, etc).

Education

Harvard University
Graduate
2017 / 2019
Data Science. Emphasis on alternative intelligence and machine learning applied to the investment management sector.
University of Notre Dame - Mendoza College of Business
Master of Science (M.Sc.)
2009 / 2010
Accounting and Finance, also rec'd a Master of Taxation Grade 3.5 Activities and Societies: Research Assistant, Accounting, Finance & Tax applied in an M&A Context Research Assistant, Professor Seida (Finance)
University of Notre Dame
Master of Business Administration (M.B.A.)
2009 / 2010
Accountancy Activities and Societies: Research Assistant for Professor Seida, work included writing a case on Tax/Business strategies, with an extended focus on options trading and options compensation Master's in Finance and Accounting Master's in Taxation

Publications