Fresh Brewed Media Analysts, Writers, and Editors
Fresh Brewed Media uses a team approach to assure complete coverage of the markets for all of our web sites and services. Although we do not byline all our stories we have a committed team of writers, analysts, and editors producing our content. In addition to those listed below, through our partnership with Standard & Poor’s we receive stock coverage from their team of over one hundred equity analysts for use in our content.
Senior Options Analyst Content Director
Brent is an options analyst, writer, and editor who has been with the Fresh Brewed Media family for seven years. He manages several successful model options portfolios for Investors Observer including the 3-Way Managed Risk portfolio, in addition to writing articles geared toward helping the individual investor trade options in a safe and profitable manner.
Brent is at heart a numbers guy who lives to dig through option chains and sift through hundreds of potential trades to find the best ones available. He received his undergraduate degree from Drew University in Computer Science and has been instrumental in the development of Investors Observer's proprietary options research technology that can help identify ideal options trades for almost any stock. These tools are used by investors at firms like Fidelity, TD Ameritrade, and Ameriprise through Investors Observer's partnership with Standard & Poor's.
He is one of the more conservative members of our team and looks for trades and strategies with a very low possibility of losing money, but still have returns well-better than the average index fund or high-yield CD. Brent likes to trade covered calls in his retirement account as a way to increase his profits on relatively stable dividend-paying stocks.
His goal is to help individual investors discover the power of using options to protect themselves from market volatility without giving up the potential for profits.
Bobby is a former journalist who worked at a mid-sized daily newspaper for several years before shifting gears and spending the years before and during the financial crisis writing about financial institutions.
This experience gave him a profound understanding of the imbalance between the way institutions invest and what individual investors do with their money. While individuals can’t become too big to fail or borrow interest free from the Federal Reserve, they can use some of the tactics that institutional traders use to make money regardless of market conditions.
Like everyone at Investors Observer, Bobby is interested in finding ways to make solid returns without losing money. While not always a huge risk taker, he is not afraid to go against the grain for the right balance of risk and reward.
He manages the Dividends Plus model portfolio for Standard & Poor's Options Research and the MarketSmart10% Hedged portfolio at Investors Observer. He writes feature articles focused on helping experienced options investors find outsized returns as well as timely trade ideas and updates found in the InvestorsKeyhole service.
Bobby also serves as a writer and editor for MarketIntelligenceCenter.com, where the focus is on making trades on the day’s events without follow the crowd.
Michael is a financial writer that has been with the Fresh Brewed Media Family for 8 years. Over the course of his tenure with Fresh Brewed Media, he has worn many hats, including portfolio manager, options analyst, and writer.
Michael received his undergraduate degree from Virginia Tech in Accounting and got his start in finance working as a stock trader for six years at Chase Investment Counsel in Charlottesville, VA.
His first five years at Fresh Brewed Media were spent writing and managing portfolios, but he has since moved on to focus on financial writing, using his market experience to present the news in a way that the average investor can digest. His articles typically cover big-picture events and forecasting what impact they will have on the stock market. In addition to writing for Fresh Brewed Media, Michael also wrote for AOL's BloggingStocks for 3 years, focusing most of his attention on the energy and technology sectors.
Michael is not adverse to high-risk investing when he believes the risks are worth the reward, but in adverse market conditions he takes a more conservative approach. His believes a focus on high-dividend investing offers the safest play given the uncertain global economy.
His goal is to provide timely news on both the micro and macro level and to find ways for investors to profit from current market conditions, using options to limit downside risk and protect against market volatility.
Mr. Kersten is an investor, writer and analyst who likes to dig down into the risk and reward of complex option strategies. He has managed portfolios, blogged about stocks, helped develop proprietary options reports, composed stock reports, conducted online webinars and written extensively about options since 2004.
Kevin's favorite investment strategies include bull-put credit spreads and covered calls. He loves taking a complex strategy and breaking it down in an easy-to-understand way so investors new to options trading can understand the risk, rewards, and returns.
Mr. Kersten has a bachelor in Business Administration from University of South Florida where he minored in economics. After working as a manager at a fortune 500 company for a few years he realized he loved playing around with numbers, in addition to people-watching. Economics is right up his alley, since it is the study of how people utilize resources and behave in the free markets. He enjoys watching the numbers come in, spotting trends, and looking for ways to position investments to minimize risk. While Mr. Kersten realizes there are risks in life, he is very calculating about which risks are right to accept.
Kevin has traveled the globe extensively, giving him an outside perspective on US and International markets. When he is not playing around with spreadsheets, his hobbies include camping, hunting, chess, and photography.
Henry Kaelber, CPA
|Since 2003, Henry has been President and Chief Investment Officer responsible for managing all client accounts at ELF Capital Management, LLC. From 1998 to 2003, Henry was CFO and a Director of the University of Virginia Investment Management Company - the entity responsible for managing the University of Virginia's endowment. At UVIMCO, Henry reviewed staff's external manager due diligence efforts. He also negotiated for them a $230 million notional total return swap, as a hedge, which was later presented as case study by Goldman Sachs' equity derivatives group. Prior to that, Henry was COO and Product Development Director for Kidder Peabody Asset Management's structured products group where he was responsible for the formation and maintenance of more than 24 alternative investment companies. He also oversaw a combined $6 billion out of the firm's $26 billion assets under management. After Kidder, Henry established an offshore investment and fund administration company to handle leveraged CDO funds left over from KPAM.
Additional Fresh Brewed Media Analysts, Writers, and Editors
Our additional staff of analysts, writers, and editors assist and support our lead and feature analyst to assure complete and timely market coverage. These team members have been involved in the financial markets, collectively, for over 20 years and span a range of competencies from engineering and accounting to world history.
Every week this team helps produce thousands of reports, commentaries, articles and alerts covering the entire range of widely held stocks traded on U.S. Markets. Our people and systems are finely tuned to meet the demands and deadlines of the dynamic financial markets. We use a holistic team approach to cover the market so resources can be focused where the need is at any one moment in the trading day. Our analysts, writers and editors provide content that goes out to over 3,000 news, financial, and brokerage sites. Our continuous recruitment and training program is set up to quickly expand this team when needed.
Additional Article Contributors
In addition to our staff of analysts, writers, and editors the frequent contributors listed below help to round out our coverage of the markets, economy, and trading strategies.
Schaeffer's Investment Research Inc.
Chairman & CEO
· Developed Expectational Analysis®, a proprietary, three-tiered
method of options analysis combining technical and fundamental studies
with the analysis of investor sentiment.
· In 1981, Bernie launched the newsletter, Bernie Schaeffer’s
Option Advisor. Serving as senior editor since inception, Bernie has
led the Option Advisor to become the nation’s leading options
newsletter. Features: market commentary, specific trade recommendations,
and trading strategy.
· Launched SchaeffersResearch.com, in 1997. A four-time winner
of Forbes “Best of the Web” award, the website has also
received positive mention in Barron’s, AAII and The Wall Street
Journal Guide to Online Investing - “An independent options
site that is one of the best for providing primers for both novice
and advanced investors.” Features tools, quotes, data, commentary,
· 10 Days to Successful Options TradingSM – This multi-media
home study program teaches options basics. Learn fundamental strategies
with hands-on application exercises and examples.
· The Option Advisor: Wealth-Building Techniques Using Equity
and Index Options (1997)
· New Thinking in Technical Analysis: Trading Models from the
Masters – The industry has viewed Bernie’s Expectational
Analysis® methodology as a groundbreaking approach to trading.
Proof of this came with the publication of this new book by Bloomberg
Press. One of twelve authors, Bernie was honored to be chosen from
hundreds of market analysts to explain his methodology.
· Writes a monthly options column for Bloomberg Personal Finance
· Multexinvestor.com regularly calls on Bernie to contribute
to their “Analyst Corner.”
Awards and Recognition
· Three time winner of The Wall Street Journal stock picking
· Ranks fifth among market timers tracked by Timer Digest for
the past decade.
· Dick Davis Hall of Fame inductee for his bearish posture
ahead of the 1987 crash.
· He is known for successfully maintaining a bullish market
posture throughout the 1990s.
· The Market Technician’s Association (MTA) awarded Bernie
“Best of the Best” in 1997 in the field of Sentiment/Psychological
· Bernie is regularly featured on investment chats on Yahoo!Finance.
· Bernie’s views on the stock market and the economy
are regularly quoted in The Wall Street Journal, The New York Times,
BusinessWeek, Investor’s Business Daily, and USA Today.
· Both Barron’s and The New York Times have featured
Bernie in “Question & Answer” interviews.
· Recognized as a CNBC “Market Maven.”
· Appears regularly on national financial broadcasts such as
CNBC, CNN, Bloomberg Television, the Nightly Business Report, Wall
Street Week with Fortune and Fox News. Also serves as a guest host
· Frequently invited to speak at national investment conferences
· Regularly sits on Options Industry Council panels around
· One of 50 market strategists appearing in BusinessWeek’s
2001 market forecast.
Dan Passarelli is the author of the book Trading Option Greeks and the president of Market Taker Mentoring LLC. Market Taker Mentoring provides personalized one-on-one mentoring for option traders. The company website is http://www.markettaker.com.
Dan started his trading career on the floor of the Chicago Board Options Exchange (CBOE) as an equity options market maker. He also traded agricultural options and futures on the floor of the Chicago Board of Trade (CBOT). In 2005, Dan joined CBOE’s Options Institute and began teaching both basic and advanced trading concepts to retail traders, brokers, institutional traders, financial planners and advisors, money managers, employees of the SEC and Federal Reserve Bank, and market makers. In addition to his work with the CBOE, he taught options strategies at the Options Industry Council (OIC). Dan has been featured on television and radio and has written numerous articles in the financial press. Dan can be reached at firstname.lastname@example.org. He can be followed on Twitter.
For eight years, he's avoided the herd mentality of Wall Street.
That would explain why he bought housing before the 2004 rise and shorted sub-prime and big housing names before the 2007 fall . . . all while the "experts" suggested doing the opposite.
In 1999, Ian left a job in public relations because he couldn't stand saying good things about companies he didn't like, and he's been a financial analyst ever since. His passion for Wall Street, technical analysis and the idea of fast money fueled the move.
Since then, Ian has written numerous articles on topics as diverse as trading news, mergers and acquisitions, crude oil, housing, and emerging market opportunities.
He's appeared in Investor's Business Daily and Forbes.com and has been a frequent guest on Money Matters with Barry Armstrong, Stock Dr. with Lee Seiler, and On the Money with Mike Stein.
Nowadays, Ian relies on technical and fundamental analysis for investment decisions, and has leveraged his options and stock trading passion to fuel his search for quick profits, which is just what you can expect him to deliver to his readership.
Price Headley is the founder of BigTrends.com, which provides investors with specific real-time stock and options strategies and investment education to profit from significant market trends. Timer Digest recognized the success of BigTrends.com's investment strategies by ranking Price among the Top 10 Market Timers for stock market timing for the 2000 calendar year.
Paul Rabbitt is an independent research analyst and portfolio manager.
He is CEO of Rabbitt Capital, and chief portfolio manager of hedged and
private capital. He is President RabbittAnalytics.com, delivering independent
stock research to private and institutional clients since 1998 featuring
the "Q" Stock Ranking system, a twelve-factor stock risk/return
model ranking 2500 stocks daily, since 1989, with one of Wall Street’s
best published track records.
Paul previously held dual roles as both Senior Portfolio Strategist and
Chief Quantitative Analyst at CIBC Oppenheimer where he was an employee
and partner for twenty years.
Institutional Investor Magazine has ranked Paul among the top eight quantitative
strategists. He is a frequent commentator in the national and international
Elliott H. Gue is associate editor of Personal Finance, contributing
his knowledge of global energy markets, technology and sector investing.
He’s editor of The Energy Strategist, a premier financial advisory
exclusively dedicated to covering the complex energy markets. He’s
also editor of The Energy Letter, a free e-newsletter that provides
regular updates on energy market conditions, and Trader’s Talk,
a free e-newsletter that informs readers of investment opportunities
using technical analysis. He’s also co-author of The Silk Road
To Riches: How You Can Profit By Investing in Asia's Newfound Prosperity
(Financial Times, Prentice Hall). Elliott worked and lived in Europe
for five years, where he completed a master’s degree in finance
from the University of London, the highest-rated program in that field
in the United Kingdom. He also received his bachelor’s degree
in economics and management from the University of London, graduating
in the top 3 percent of his class. Elliott was the first American
student to complete a full degree at that business school.
Computrade Systems Inc.
Director of Research
Tom Ventresca has been Computrade's Director of Research since its inception in 1991. Prior to founding Computrade, Tom spent 12 years in the securities industry holding several positions including broker, sales manager, bond trader and market technician.
1947: Born-Pittsburgh, Pa
1965-1969: Pennsylvania State University, BA degree.
1978-1990: Securities industry. Firms included First Southeastern, E.G. Francis, First Southeastern, Smith Barney and Oppenheimer.
1990-Present: Computrade Systems, Inc. Co-founder and Director of Research. Computrade is the developer of Market Edge, a comprehensive, computerized research web site, which is accessed by individuals, brokers and institutions throughout the world. As Director of Research, Tom writes Market Edge's 'Market Letter' and 'On The Edge' plus the Dr. Market Edge series. Both the Market Letter and On The Edge provide in-depth market analysis based on three market timing models that he developed. Tom also has recently finished a new book, 'Trade Like A Pro' which is a systematic, disciplined approach to the stock market. Based on technical analysis, this book addresses five topics that he believes are critical to having success in the market. These subjects include market timing, stock selection, timing entry and exit points, protecting positions and money management.
Roger Conrad is regularly featured on television, radio and at
investment seminars. He has been the editor of Utility Forecaster
for 10 years and is an associate editor of Personal Finance, associate
editor of By George!, and is editor of Roger Conrad's Power Plays.
Mr. Conrad co-authored the books Market Timing for the Nineties and
The Agile Investor with Stephen Leeb. His new book about deregulation
and the future of energy services companies, Power Hungry, is now
Mr. Conrad is uniquely qualified to advise on income-producing equity
securities. He founded the newsletter, Utility Forecaster, in 1989.
During the past decade it has become the nation's leading advisory
on electric, natural gas, telecommunications, water and foreign utility
stocks, bonds and preferred stocks.
Utility Forecaster was named Best Financial Advisory by the Newsletter
Publishers Association in 1997 and won Honorable Mention in 1999.
Mr. Conrad tracks a universe of more than 250 essential services securities,
employing a rigorous five-stage methodology that includes a proprietary
safety rating system and a value index that compares prospective total
returns with a security's current price-to-earnings ratio.
As a member of Money Growth Institute, Mr. Conrad focuses primarily
on securities that provide a combination of income and the potential
for long-term capital appreciation. His work is particularly important
for those whose investment objectives include current income or those
who face mandatory distributions from their retirement accounts.
Conrad has a Bachelor of Arts degree from Emory University and a Master's
of International Management degree from the American Graduate School
of International Management (Thunderbird).
Thomas H. Kee Jr. is President and CEO of Stock Traders Daily, founder of The Investment Rate, architect of the ATAP Program, and supporter of proactive trading strategies. His work can be found in Reuters, Barron’s, MarketWatch, and other Financial Media Channels.