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

Chinese Checkers Or Chess?
The rules of the U.S.-China trade war game are continually changing.
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Central Bank Fires Insurance Bullet
US companies added 148,000 workers to payrolls in July (on a seasonally adjusted basis), the Labor Department reports. The gain is below June’s increase, but the one-year trend for private payrolls was steady, as expected,at a respectable +1.7%.
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March Madness Leads To Gladness
Some investors suffered the agony of defeat in the financial markets, but overall, the thrill of victory triumphed in March.
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From Gloom To Boom
Although 2018 ended with a gloomy storm, history tells us that sunny conditions have a way of eventually returning unexpectedly with a boom.
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January A Ball After Year-End Fall
Investors were cheerfully dancing last month after the stock market posted its best January in 30 years and the best monthly performance since October 2015. More specifically, the S&P 500 index started the year by catapulting +7.9% higher.
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EC The Roller Coaster December To Remember
Last month turned out to be a memorable one for stock market investors, but unforgettable for many of the wrong reasons. Santa Claus left more dark coal than shiny gifts, making it the worst December since 1931.
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Comments

Latest Comments
Brexit Briefings
3 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 Facebook Inc
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 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 (12 years 3 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.