I am a portfolio manager and software artisan. My analysis on the business cycle, marginal asset preferences and tying macro-economic theory themes together has been highlighted by the CFA Institute's Inside Investing, Financial Times, AOL Daily Finance, Business Insider, Abnormal ...more

I am a portfolio manager and software artisan. My analysis on the business cycle, marginal asset preferences and tying macro-economic theory themes together has been highlighted by the CFA Institute's Inside Investing, Financial Times, AOL Daily Finance, Business Insider, Abnormal Returns, Pragmatic Capitalism and others. Ranked by Business Insider as one of "The 101 Finance People You Have To Follow On Twitter."less