06/15/2011 22:50:29 PM
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
06/13/2011 18:57:44 PM
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
06/10/2011 00:03:06 AM
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
06/08/2011 16:04:11 PM
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
06/08/2011 15:57:04 PM
† 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
06/02/2011 23:19:47 PM
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
06/01/2011 17:08:27 PM
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
05/29/2011 20:56:43 PM
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?
05/24/2011 17:06:55 PM
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¬ís dietary habits, and geopolitical trends will dictate fundamentals. As a result, thes
05/22/2011 12:40:44 PM
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
05/20/2011 20:40:44 PM
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
05/18/2011 19:34:09 PM
In this part of my commodity report, I cover the energy products: oil and natural gas.
Reasons to Buy: Oil is non renewable and in high demand. Many of the world¬ís largest oil reserves are in serious decline and found in hostile nations. Rec
05/13/2011 23:12:15 PM
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
05/12/2011 00:08:15 AM
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
04/29/2011 10:42:56 AM
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.
04/26/2011 12:22:48 PM
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
04/22/2011 15:17:04 PM
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
04/20/2011 20:23:18 PM
Check out my newest article on Seeking Alpha about why Platinum increase its price spread between gold and reach $3000 per ounce.
04/18/2011 17:52:11 PM
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
04/17/2011 23:54:06 PM
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
04/14/2011 13:20:19 PM
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
04/12/2011 12:14:35 PM
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
04/11/2011 18:14:17 PM
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
04/08/2011 13:14:53 PM
A¬†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
04/07/2011 12:48:26 PM
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.
04/07/2011 11:41:13 AM
I just published my newest investment recommendation for the leading chemical company LyondellBasel (LYB). Click the link below to check out why.
04/05/2011 12:55:21 PM
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
04/03/2011 01:35:37 AM
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
03/31/2011 11:22:30 AM
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
03/30/2011 20:42:50 PM
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
03/24/2011 11:47:13 AM
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
03/18/2011 13:22:49 PM
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.
03/04/2011 12:13:12 PM
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
02/15/2011 22:19:33 PM
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
02/15/2011 00:18:05 AM
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
02/10/2011 19:43:51 PM
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
12/15/2010 14:00:38 PM
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
11/23/2010 00:07:50 AM
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
11/02/2010 00:32:17 AM
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
11/01/2010 01:50:00 AM
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Happy Halloween listeners! This is the debut of my history show the Alternate History Podcast. The Al
10/29/2010 14:21:48 PM
In this episode, Nick breaks down some basic options strategies that are commonly used for hedging and profit opportunities.
10/28/2010 23:29:13 PM
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¬ís loss to the Boston Celtics was a national celebration among sports fans. However, as a Los An
10/26/2010 00:41:56 AM
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
10/22/2010 21:54:44 PM
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
10/21/2010 22:27:42 PM
*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
10/20/2010 22:16:32 PM
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