President/Founder, Sidoxia Capital Management

Mr. Slome is a CFA charterholder (Chartered Financial Analyst), a CFP®certificant (CERTIFIED FINANCIAL PLANNER®), and a member of the CFA Institute and the FPA® (Financial Planning Association®). Mr. Slome has worked in the investment industry since 1993, and Bloomberg ... more

ALL CONTRIBUTIONS

Recession Or Mental Depression?
There are plenty of challenging forces surrounding us, including an overhanging recession, that could push you into a depression.
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Even Winning Teams Occasionally Lose
The stock market has been a winning team for years, generating outsized returns for investors. But so far this year, the winning streak appears to be coming to an end. For 2022, the S&P 500 index is down -21%, including -8% last month.
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Bad Weather Coming: Hurricane Or Drizzle?
For many investors, getting used to large multi-year gains has been very comfortable, but interpreting downward gyrations in the stock market can be very confusing and counterintuitive.
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From Rocket Ship To Roller Coaster
The recent stock market volatility is reinforcing the idea that the Federal Reserve’s more aggressive stance regarding hiking interest rates is making many investors very anxious.
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Ohhh Omicron! From Panic To Possibility
With all these scary Omicron headlines, one would expect a collapse in equity markets. Well, at least not yet.
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No Red Blood, Just Green Flood
Normally, investors equate the month of October with scary, blood-curdling screams because horrifying losses during the 1929 and 1987 crashes occurred during this month.
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Comments

Latest Comments
Brexit Briefings
6 years ago

The U.K. has been a reluctant participant in the EU for some time, so I am unaware of any plans of switching from the Pound sterling to the euro currency. Denmark and Sweden are two other EU members, not a part of the eurozone, that are sticking with their home currencies - the Danish krone and the Swedish krona.

1 to 1 of 1 comments

STOCKS I FOLLOW

AAPL Apple Inc.
AMZN Amazon.com Inc.
BX The Blackstone Group L.P.
C Citigroup Inc.
FB Meta Platforms, Inc. (Formerly Facebook, Now META))
GLD SPDR Gold Trust ETF
GS Goldman Sachs Group Inc.
GULF WisdomTree Middle East Dividend Fund
GXG Global X/InterBolsa FTSE Colombia 20 ETF
HLF Herbalife Nutrition Ltd.
MCHP Microchip Technology Incorporated
MSFT Microsoft Corporation
NFLX Netflix Inc.
NVEC NVE Corporation
PETM PetSmart Inc
TIP iShares Lehman TIPS Bond Fund
TWTR Twitter Inc
WMT Wal-Mart Stores Inc.
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TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

President/Founder
Sidoxia Capital Management, LLC
September 2007 - Present (15 years 2 months)

Investment Management (High Net Worth Individuals); Manage Hedge Fund; Corporate Retirement Plans; Financial Planning.

Vice President, Portfolio Manager
American Century Investments
June 1998 - August 2007 (9 years 4 months)

Portfolio Manager on Ultra Fund (reached $20 bil+ during tenure).

Investment Analyst
William O'Neil & Co., Inc.
June 1993 - June 1996 (3 years 1 month)

Worked as Investment Analyst in the equity research department.

Education

Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
1996 / 1998
Finance
University of California, Los Angeles
BA, Economics
1988 / 1993
Economics and a member of Sigma Phi Epsilon fraternity

Publications

How I Managed $20,000,000,000.00 by Age 32
Wade Slome
Lulu
10/31/2008

What a wild ride it has been. From trading penny stocks in high school stock market competitions after the 1987 Crash , to trading billions of dollars whilst elbowing with the likes of Eric Schmidt (CEO of Google), Jeff Bezos (CEO of Amazon), and John Chambers (CEO of Cisco Systems)...I have seen it all. There is no playbook for managing billions of dollars, starting your own investment firm, and running a hedge fund. My life story has been rather circuitous, taking me everywhere from California to New York and from Australia to China along the way. I even took a nine year pit-stop in America s heartland, where I managed a $20,000,000,000.00 fund at American Century Investments. As a freshly minted MBA grad from Cornell University in 1998, I never expected in my wildest dreams to land on one of the 10 biggest funds in the U.S. America, what a great place to live! My journey eventually sucked me back towards the Pacific Ocean, where I now lead my investment practice.

Investing Caffeine
Wade Slome
Sidoxia Capital Management

Welcome to Investing Caffeine, a blog written by professional money manager Wade W. Slome, CFA, CFP®. Investing Caffeine will wake up your investment brain by tackling the complex issues of investing and financial planning, with the goal of educating and entertaining your mind.