CI CIS Archive - 2010
Speaker: James M. Edwards
James will thoroughly explain his tools and strategies for surviving/thriving as a full time e-mini trader - FREE
James M. Edwards has been a full time trader of the SP emini since 1998. He resides in Glendale, AZ with his wife and son. Although college started with Pre Med studies and James was committed to genetic engineering, the turbulent economic times caught his attention; and in his fourth year he changed majors to economics and mathematics. After running several small businesses successfully his attention returned to Wall Street with the arrival of the internet in 1998.
Online trading was in its infancy with 56k modems, immature trading programs, very low power personal computers etc. During this time esignal did not even have a cursor on the chart! In this environment it was immediately apparent to Mr. Edwards that the power of statistics had not been applied to the new Emini contract. It was also painfully obvious that the "standard" technical indicators simply did not work.
Although initially profitable, the events of 2000 clearly destroyed any hope of conventional indicator analysis and complete statistical study going back to 1987 was undertaken. These studies have culminated in studies known now as STAT-trader. Through this STATISTICAL analysis the odds of success in any trade are clearly presented on a chart. Odds are 85% plus of success using this methodology. RISK CONTROL is a MAJOR concern and extreme care has been used to create methodology to clearly spell out which side of market to concentrate on, exactly what price the trade should be entered into and exactly how to spot failure and when to get out. Everything uses an exact price.
Trading the e-mini full time for a full time income is possible with these tools and instruction. Mr Edwards demonstrates this every single day LIVE in the training room. Although Mr. Edwards has taught over 300 students, he trades a private fund for his clients and only maintains a training room for the truly committed intraday trader.
Speaker: David Goldner
David will expand on the following:
- Tax-savvy investment strategies
- Using alternative and specialty investments as part of the investment portfolio mix
- Understanding the changing nature of fixed income investment choices
- Mixing advanced estate planning techniques and investments
David Goldner, CPA, CFP, CVA, is managing partner of Gross, Mendelsohn & Associates, P.A., a CPA and business consulting firm. He specializes in delivering integrated tax, estate and investment planning strategies to clients. David serves on the board of directors of the Baltimore Estate Planning Council and the investment committees of the Susan G. Komen Foundation of Maryland and Big Brothers Big Sisters of Central Maryland.
Speaker: Bob Bigrigg
Bob will cover the latest screens and tools in Stock Investor Pro; New Bells & Whistles in BetterInvestings Toolkit 6; and will take you an a mini Tour of both Stock Central and Manifest Investing.
Bob will make reference to these sites:
Speaker: Ernest Solar
Mr. Solar will describe the duties and responsibilities of a board of directors
Duties:- Monitor What?
- How to Monitor
- Board Actions
- Common Law Responsibilities
- Shareholder approval
- Vital Commitments and Maintaining a Healthy Board
- What Boards Should Do
- How Boards Should Fulfill Their Responsibilities
- Chairing Executive Sessions
- What Management Should Expect from The Board
- What the Board Expects from Management and more
Mr. Solar was Chairman of a Federal Credit Union for fifteen years and served on the Board for twenty-seven years in various positions including the following committees: investment, executive, policy, financial planning, strategic planning, facilities planning, CEO search, CEO compensation and Corporate Governance. He holds a B.S. degree in Business Management from Southeastern University, Washington, DC. He is the first Federal Credit Union Director to be awarded the "Certificate of Director Education" from The National Association of Corporate Directors (NACD), Corporate Director Institute. He was the pioneering past President of The Washington, DC Chapter of NACD. Co-Founder of "The Maryland & District of Columbia Chairman's Forum" and awarded "Outstanding Credit Union volunteer" 1997.
Part 1: Domestic Gas Resource Plays, Exploration Boom or Folly?Speaker: Dr. Matthew Carr, P.G. AAPG Certified Geophysicist #107; Texas State Geophysicist #6689; Member: AAPG, SPWLA, SEG, HGS
Part 2: Utilizing Quantifying Risk Analysis When Investing In Oil & Gas Projects -OR- How to Be the Casino Rather than the Gambler
Our scheduled speaker had an emergency and had to cancel his appearance. Instead, we utilized a "Table Topics" scenario for the meeting which is summarized as follows:
- VAS MADHAVA PRESENTED "THE MECHANICS OF SHORT SELLING"-A MINI TUTORIAL
- TABLE TOPICS FOR CI SIG - 05/22/2010
- what kind of account is needed
- how one puts the order in
- how much short interest is charged
- how long to hold a short position
- how do you read/interpret "short interest" numbers
- NEWSLETTERS YOU READ - THE FOLLOWING WERE AMONG THOSE MENTIONED:
- Barrons
- Dow Theory Forecasts
- Hulbert Financial Digest
- Investors Business Daily
- NoLoadFund X
- Personal Finance
- Prudent Speculator
- John Hockenberry discussed - MACD Signs & Signals
- THE FOLLOWING WEB SITES WERE DISCUSSED AND EXPLORED
Speaker: Fred Wright
This will be a wide ranging discussion of the subject including ideas and opinions from books by John Nofsinger, Jason Zweig, and Brad & Ted Klontz.
Fred is a long time investor, a Chartered Financial Analyst (CFA) and a Maryland Registered Investment Advisor. He has been investing for over 25 years and relies on both fundamental and technical analysis in making his investment decisions. He has explored the literature as he struggles to overcome his own psychological biases.
Speaker: Dr. Eric Wish and Co-Instructor
Dr. Wish is a social psychologist and a professor at the University of Maryland , where he directs the Center for Substance Abuse Research. For the past 40+ years he has been passionately interested in trading stocks. In 2005, he came in 5th in the country in the Barron's Stock Challenge, Professor Division. Since then he has been teaching undergraduate courses in technical analysis at the university.
Dr. Wish relies on the use of the Worden TC2007 charting program, and he has recently conducted a workshop and a webinar for the Worden group. He has been published by Worden as Sir Silent Knight. He also draws heavily upon the IBD approach and has been written about in their IBDExtra newsletter.
Dr. Wish maintains a free daily blog. He also has a free webinar - scroll down to: "A Word from the Professor." Dr. Wish will be conducting another webinar on August 24.
Speaker: Ty Hughes
Ty explained how to build a core portfolio using low cost ETFs and index funds. He explained how to reduce portfolio risk and increase overall return through asset allocation. The discussion included both equity and fixed income asset classes.
Ty has been an individual investor for more than 40 years. He is a life member member of AAII. He also is a director and instructor for the DC Chapter of Better Investing.
Speaker: Hrushikesh "Rishi" Nalubola,
President, Shri Capital, LLC web site
Mr. Nalubola covered both simple and complex option strategies; discussed both the players and agendas in the options market; and provided info on diversifying and protecting your overall portfolio using options and generating additional income using a covered call. Since Rishi is also a Commodity Trading Advisor with more than 10 years in options and futures, he was able to answer questions on commodity futures.
Mr. Nalubola previously was a Senior Design Engineer and Lead technical engineer for Philips Semiconductors. He was also involved in strategic positioning of Philips' semiconductor business, competitive analysis and promotion of the company at trade shows and conferences. He received an M.B.A. from George Washington University in 2000. In 2004, following his departure from Philips, Mr. Nalubola formed Shri Capital, LLC, a CTA (Commodity Trading Advisor) firm. He has acquired over 15 years of experience in trading stocks and stock options and over 10 years of experience in trading futures and futures options. He is a member of NFA (National Futures Association). Further information about his company can be found
Speaker: Tom Costello
Tom has been an individual investor for more than 10 years. He is a life member of AAII and an occasional presenter at the CI SIG. Tom has a BS/MS in Electrical Engineering, was a principal in a start-up company that ultimately went public and has now been retired for eight years. His upcoming presentation on Market Timing and Rotational Investing using AmiBroker should be of particular interest to investors seeking to maximize their return and minimize drawdown.
Speaker: Fridtjov Markussen, AAMSŪ Financial Advisor, WADDELL & REED, INC.
Great American companies; Raw Materials and Resources; Global Rebalancing; Innovation and Transformation---
These areas are the key issues that contribute to the Infinite Loop. The presentation will expand on the power of these big ideas and explore potential financial opportunities based on the worlds economic needs and the companies that are prepared to meet them.
For more information, visit here