I am an investment professional with 30 years' experience and publish the "Investment Postcards Daily" internet newspaper about the macro outlook for global stock markets, bonds, currencies and commodities (including gold).
Consultant affiliated with Argus Research Company for 20+ years. Relationship manager for Fortune 100 financial firms. Proprietary six point system of stock analysis. Fundamental, macroeconomic, top-down process.
I am a physician, golfer, trader and foodie...i love to find a bargain and i know one when i see it...i wish everyone well and hope we all can make money..if i had one piece of advice i would say to buy a business you know something about.
Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.