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Wall Street University #39: Covered Calls and Guest Host Paul Cwalina
Published on 2011-06-15 22:50:29
Southern California small cap and options trader Paul Cwalina fills in a guest host for Jeremy this week as we break down a wild week of action in the markets. Emerging market inflation, weak economic data in the US, and a volatile market make for an > read more
New Site What if History Now Online
Published on 2011-06-13 18:57:44
Last week, I launched my website dedicated to alternate history titled What if History (http://whatifhistory.com). What If History examines the possible outcomes and implications if certain events in history turned the other way. Content featured on > read more
Wall Street University #38: Is A Bloomberg Terminal Worth It?
Published on 2011-06-10 00:03:06
In this episode Nick and Jeremy breakdown the crackdown on debit card fees, OPEC’s indecision, and the doublespeak of Ben Bernanke. After a lively Bullish or Bearish segment they also discuss the value of a Bloomberg terminal and what kind of i > read more
More Reasons to Be Bearish on India: Geopolitical and Religious Strife
Published on 2011-06-08 16:04:11
In the first part of this series, I address the debilitating effects of poverty and overpopulation on India. Unfortunately, that’s only where the structural problems of the country start. Ever since the partition of the British Raj, India has b > read more
Why I’m Bearish on India Part I: Overpopulation and Poverty
Published on 2011-06-08 15:57:04
Since liberalization policies were enacted in 1991, India has become one of the world’s fastest growing economies. It development of a middle class, success of the Indian diaspora, and its large consumer base have made India popular for > read more
Wall Street University #37: Chartered Financial Analysis
Published on 2011-06-02 23:19:47
In this episode, Nick and Jeremy cover the wild moves in the markets, job reports, developments in cloud computing, and the Groupon IPO. They also overview the merits of the CFA. Book of the Week: The Next Decade by George Friedman > read more
Site Updates and More Seeking Alpha Research
Published on 2011-06-01 17:08:27
Over the Memorial Day Weekend, I have updated the Contribute, Wall Street University, Recommended Reading and About pages. Here are some links to my newest reports on Seeking Alpha as well. Is Raytheon due for a big move? Can investors protect themse > read more
Wall Street University #36: Slow Market News and Extreme Commuting
Published on 2011-05-29 20:56:43
With a lack of news in the market over the past week, Nick and Jeremy discuss recent earnings reports. They also overview the recent trend of extreme commuting in the United States. How far are you willing to drive to work? > read more
Fundamental Reasons to Buy Commodities Part 3: Agriculture
Published on 2011-05-24 17:06:55
Most traders and investors are not farmers and do not need to know random things such as grain horticulture. However, factors such as weather, change in people’s dietary habits, and geopolitical trends will dictate fundamentals. As a result, thes > read more
Wall Street University #35: Fundamental Event Driven Trading
Published on 2011-05-22 12:40:44
In Nick’s last episode in California, Wall Street University hosts a live episode. The hosts cover the LinkedIn IPO and some of the notable stocks of the week in Bullish or Bearish. We also examine a way to use fundamental analysis to profitabl > read more
Best of Seeking Alpha: Guns, Nitrogen, and Brazilian Finale
Published on 2011-05-20 20:40:44
This post features links to some of my most recently published columns on leading investment commentary website seeking alpha. Parts V and VI on the risks of investing in Brazil conclude the series Like sin stocks, see if gun makers are the right inv > read more
Fundamental Reasons to Buy Commodities Part 2: Oil and Natural Gas
Published on 2011-05-18 19:34:09
In this part of my commodity report, I cover the energy products: oil and natural gas. Oil: Reasons to Buy: Oil is non renewable and in high demand. Many of the world’s largest oil reserves are in serious decline and found in hostile nations. Rec > read more
New Seeking Alpha Research Column Bonanza
Published on 2011-05-13 23:12:15
I have written a variety of research reports on seeking alpha recently. They have varied from macro situations in Europe to micro-cap recommendations. Check out the benefits of investing in tobacco and alcohol stocks by reading about Sin Stocks, par > read more
Wall Street University #34: Relative Strength
Published on 2011-05-12 00:08:15
In this episode Nick and Jeremy break down the concept of relative strength in technical analysis. They also cover Microsoft’s acquisition of Skype and the commodities pullback. Book of the Week: Mobius on Emerging Markets by Mark Mobius > read more
Wall Street University #33: Discounted Cash Flow Analysis
Published on 2011-04-29 10:42:56
In this episode Nick and Jeremy debate the merits of discounted cash flow analysis. Also we have overloaded amount of bullish or bearish stocks to break down. > read more
Three New Research Reports: Yum Foods (YUM), Madison Square Garden (MSG), and Canadian Railways (CNI)
Published on 2011-04-26 12:22:48
I have written and published three new reports onto Seeking Alpha. Why Yum Foods US sales will more than offset growth in China Profit from the improvement of the New York Knicks through Madison Square Garden Potash and CNI are two indirect beneficia > read more
Wall Street University #32: ETFs vs ETNs
Published on 2011-04-22 15:17:04
This was a wild week in the market, and Nick and Jeremy cover some of the recent earnings reports along with major economic news. They also break down the major differences between ETFs (exchange traded funds) and ETNs (exchange traded notes) and wha > read more
Expect Platinum to Break Out Like Silver
Published on 2011-04-20 20:23:18
Check out my newest article on Seeking Alpha about why Platinum increase its price spread between gold and reach $3000 per ounce. > read more
Shorting Index ETFs: Best Downside Protection for Amatuer Short Sellers
Published on 2011-04-18 17:52:11
Based on the free fall of the market on Monday, the trend is clear. With technical indicators such as the MACD, relative strength, and a double top chart trending negative indicate an overbought market. Fundamentally, the picture is not much bett > read more
Wall Street University #31: Assessing Geopolitical Risk
Published on 2011-04-17 23:54:06
In this episode, Nick and Jeremy analyze how much an investor should factor and discount political risk when investing in frontier markets. Book of the Week: The 10 Biggest Mistakes in Option Trading by Bill Johnson Technical difficulties have dela > read more
Contrarian Lifestyle Now Available on Smartphones and New Column on Brazilian Consumer Goods
Published on 2011-04-14 13:20:19
Dear Readers, We have made some major updates this month on Contrarian Lifestyle including adding producer Morgan Electric to the Wall Street University Podcast, making a smart phone friendly version of the site for our readers on their iPhones /Andr > read more
Now on Seeking Alpha, Investors Guide to Brazil Part 1: Commodities and Telecoms
Published on 2011-04-12 12:14:35
My two newest Seeking Alpha columns cover investing in Brazil. As the markets and technical indicators have shown us, wait for the upcoming pullback before going into any of these stocks. Part 1: Commodity Producers Part 2: Telecoms > read more
Fundamental Reasons to Buy Commodities Part 1: Metals
Published on 2011-04-11 18:14:17
Here is a basic report about the various commodities. Due to the fickle nature of technical analysis, I will be over viewing the more fundamental drivers of each of the commodities. I will go over briefly which commodities I think are worth investing > read more
Why Gap Trading Works and How to Profit from It
Published on 2011-04-08 13:14:53
AÂ common maxim in technical analysis is that a stock will always fill the gap. However, looking at this issue empirically, at what rate do gaps actually fill? Also why would this pattern continue to persist. The reason that gaps tend to fill is i > read more
Wall Street University #30: Intro to Frontier Markets
Published on 2011-04-07 12:48:26
In this episode, Nick and Jeremy try to guess when the Fed will raise rates and break down a possible reversal in the Yen carry trade. They also introduce listeners to frontier markets with incredible opportunity matched with high levels of risk. No > read more
Check Out New Column about LyondellBasel on Seeking Alpha
Published on 2011-04-07 11:41:13
I just published my newest investment recommendation for the leading chemical company LyondellBasel (LYB). Click the link below to check out why. http://seekingalpha.com/article/262252-why-lyondellbasel-makes-a-good-buy > read more
Afren: The Exxon of Africa
Published on 2011-04-05 12:55:21
With the current acceleration of oil prices, investors have been flocking to traditional integrated oil leaders such as Exxon Mobil or Chevron. However, after launching its IPO in 2005, Afren (ticker LON:AFR) is on the verge on becoming the Pan Af > read more
Check Out My Article on Netease on Seeking Alpha
Published on 2011-04-03 01:35:37
I wrote an exclusive piece on seeking alpha about Netease.com Inc., one of the hottest tech stocks in China. For more on why should buy it, check out the link below http://seekingalpha.com/article/261094-netease-com-dominant-player-in-chinese-gaming- > read more
Wall Street University #29 Balancing Beta
Published on 2011-03-31 11:22:30
In this episode Nick and Jeremy break down recent M&A deals and various over major moving securities. We also go over the importance portfolio beta and lessons learned from Jack Schwager’s Market Wizards trilogy. Feedback is greatly appreci > read more
Emerging Markets Breakdown
Published on 2011-03-30 20:42:50
In this column, I break down the economic opportunities and the risks of each country and its geopolitical climate. I will then have a section that highlights trends that are common among emerging markets as a whole. Read the recommended resource lin > read more
Wall Street University 28: Eating People
Published on 2011-03-24 11:47:13
In this episode Nick and Jeremy debate Uranium, the Yen, and the recent news in Libya. Jeremy also recommends a good source to find out where the top hedge fund managers position their money. Market Folly: http://marketfolly.com Book of the Week: Eat > read more
Wall Street University 27: Market Rollover
Published on 2011-03-18 13:22:49
Has the market rolled over into a bearish trend? How big of a deal are the events in Japan in terms of sinking the market? Nick and Jeremy go over this and more as they point out how scout for opportunities on the short side. > read more
WSU 26: Oil Shocks and Strategies
Published on 2011-03-04 12:13:12
In this episode Nick and Jeremy discuss the recent oil spike in prices and how to profit from this. They also address Apple’s succession plan and the classic bullish or bearish segment. img class=”alignnone” src=”data:image/jp > read more
Wall Street University #25: Facebook Facade?
Published on 2011-02-15 22:19:33
Is Facebook private equity overvalued or undervalued? Nick and Jeremy debate this and more on today’s show. Book of the Week: The Way of the Turtle by Curtis Faith > read more
Public Unions: An Outdated Parasite on Modern Society
Published on 2011-02-15 00:18:05
Written by Brian Peotter In the days of Carnegie and Rockefeller labor unions fought tremendous pressures, and often starvation at home to bargain for better wages. A century later private unions are disappearing as businesses evolve. If you are luck > read more
Wall Street University #24: Comeback!
Published on 2011-02-10 19:43:51
After a long hiatus, Wall Street University is back and better than ever. Jeremy Saltzberg is the new permanent co-host replacing Anthony Martin. In this episode we break America’s exporting of inflation, recent merger activity and earning repo > read more
Contrarian Lifestyle Show #1: Wild Times with Desmond Wilder
Published on 2010-12-15 14:00:38
This is the beginning of my foray into comedy and commentary with the Contrarian Lifestyle Show Podcast. It is a parody of traditional talk radio, yet within the humor there will be some intellectual insights and commentary from both myself and the g > read more
Hedge Fund Hiatus
Published on 2010-11-23 00:07:50
Dear Readers, As you may know, I have not been writing or producing media in a while. I have been busy working on starting up my own hedge fund called Nomadic Capital. I will release more details later as the project evolves. Once I have the initial > read more
Stock Shocks 7: Options Trading with Straddles and Butterflies
Published on 2010-11-02 00:32:17
In this episode Nick explains the basics of how options securities work. He will differentiate and explain the differences between European, America, and Bermudan options. He will also break down the options trading strategies of the straddle and but > read more
Alternate History I: What if Germany Won WWI?
Published on 2010-11-01 01:50:00
img class=”alignnone” src=”http://www.timegun.org/hun3.jpg” alt=”" width=”480″ height=”304″ /> Happy Halloween listeners! This is the debut of my history show the Alternate History Podcast. The Al > read more
Stock Shocks 6: Protective Puts and Covered Calls
Published on 2010-10-29 14:21:48
In this episode, Nick breaks down some basic options strategies that are commonly used for hedging and profit opportunities. Reference Charts > read more
Why I Support the Miami Heat as a Lakers Fan
Published on 2010-10-28 23:29:13
Ever since Lebron James announced that he would be taking his talents to South Beach, the Miami Heat have become the most hated team in the NBA. Tuesday’s loss to the Boston Celtics was a national celebration among sports fans. However, as a Los An > read more
Trading Structured Finance Instruments Part I: An Introduction to Structured Finance
Published on 2010-10-26 00:41:56
What is structured finance? Structured Finance is the process of securitizing a large pooled collection of assets or corporate bonds into a new fixed income securities with cash flows split up based on risk capacity. These new securities are collate > read more
Stock Shocks 5: More Breakdown of Major Currencies
Published on 2010-10-22 21:54:44
In this episode Nick continues to rate which major foreign currencies  are worth buying and short selling. Currencies mentioned include the Australian dollar, Canadian dollar, Mexican Peso, and Japanese Yen. Also is it worth trading emerging market > read more
Intro to Contrarian Living Section and Other News
Published on 2010-10-21 22:27:42
*First before getting into this article, I would like to apologize for the server crashing today and whiting out the site. I got the problem fixed and Contrarian Lifestyle will run smoothly from now on. This is a new section to the blog where I will > read more
Stock Shocks Episode 4: Breakdown of Major Currencies
Published on 2010-10-20 22:16:32
In this episode, Nick breaks down the major global currencies on the FOREX market. He explains the reasons why he is bullish or bearish on the US dollar, Euro, British Pound, and Swiss Franc. To see the charts and figures go to the website http://con > read more