After 20 years in the retail and consumer goods sector, I became a research analyst and market strategist for Capital Ladder Advisory Group. Since 2011, I have published some 400+ articles surrounding mainstream retailers like Bed Bath & Beyond, Target, Costco and more. I've covered ...
more After 20 years in the retail and consumer goods sector, I became a research analyst and market strategist for Capital Ladder Advisory Group. Since 2011, I have published some 400+ articles surrounding mainstream retailers like Bed Bath & Beyond, Target, Costco and more. I've covered consumer goods corporations such as Apple, Keurig Green Mountain, SodaStream, Skullcandy, Fitbit and more. To date, I've garnered over a hundred media references to my analytics including Forbes, /yahoo Finance and The New York Times. In 2018 I co-founded Finom Group https://www.finomgroup.com, a subscription website for financial market daily information and investment research reports.
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Latest Comments
Jim Cramer Stated That Trading Volatility Was For "Complete Morons"
He readily admits to not suggesting he outperforms but has generated positive returns since 2011
Jim Cramer Stated That Trading Volatility Was For "Complete Morons"
Surprisingly, his portfolio performance has underperformed the benchmark since 2014.
Trust Me, Inflation And Higher Interest Rates Are Good For Stocks…
Nice article Bill and I would tend to agree. The only caveat in the thesis I would throw in relates to the notion of inflation having a very low ceiling for which it can otherwise "inflate". Debt levels at record highs is prohibitive to such reflation attempts and to a great degree has proven why central banks have lacked the efficacy with their inflation targets for such an extended period. In kind, it serves to prove why pricing power is such a lost cause in the modern economy and where price discovery is so easily performed by the consumer. Undoubtedly, some reflation is a good thing. Unfortunately it may be found a fleeting consideration in the times we are in.
Short Volatility Strategies And A Word Of Caution
Thank you Jim!! Enjoy the holidays and many blessings to you and yours!
Short Volatility Strategies And A Word Of Caution
Well said Barry and thank you for taking the time to read the article!
Short Volatility Strategies And A Word Of Caution
StockTwits is definitely an interesting place. It can be both beneficial and dangerous at the same time. It really depends on the involvement of the participation and the expectations. Thank you for your participation Dave and reading my material! Have a great Holiday season and be well!
S&P 500 Is Up Some 15% In 2017, But Most Investors Have Lagged That Performance
Thanks for reading Jim and I will follow up via email. Sorry to see the damage to the back of your house.
New York Times Takes Aim At The Volatility Trade And Trading Crowd
Thank you Nicholas! Yes and many detractors actually feed the trade more than they understand it to be.
Are We Shorting Volatility And How
Return on invest capital or ROIC is the amount of return on the invested capital, not the total return. But inclusive of the other portions of the portfolio I've also done quite well i.e many trades in TGT, FIT, TWTR ownership of FB, INTC, MSFT and a few others that are up nicely.
Shorting Volatility Affords Multiple Opportunities
So the way I view contango on a percentage basis regarding low-high contango is: Contango below 5 is low, no need to add positions LT but can scalp w/bit more risk. 5% contango edges near high contango and is what I refer to as the chop zone. above 5% contango is high contango where short risk is lesser and can perform daily scalps.10% & ^ is high contango whereby one can consider adding longer-term short positions. It's not a hard and fast formula but it has a good efficacy.