Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Broadcom Q1 FY10/25 Earnings Review
Not Dead Yet
RIA - Sector Rebalance Update, Thursday 6 March
Today’s Model Portfolio Changes.
Market Before The Open, Wednesday 5 March
Can March Opex Save The Market?
RIA - Sector Rebalance Update, Tuesday 4 March
Today’s Model Portfolio Changes.
Long / Short ETF Hedging - A Worked Example
How To Create Free Money
RIA - Sector Rebalance Update, Monday 3 March
Today’s Model Portfolio Changes.
Autodesk Q4 FY1/25 Earnings Review
Economy Not Broken Yet It Seems
Market When Closed, Sunday 2 March
Are We So Back?
Market On Open, Friday 28 February
It May, In Fact, Be So Over.
RIA - Sector Rebalance Update, Thursday 27 February