Harry Markopolos on "next Ponzi scheme"
“Where do you think the next big Ponzi scheme will occur?” That’s what I asked Harry Markopolos, author of No One Would Listen, during the Q&A following his March 30 talk to Boston Security Analysts Society (BSAS). Markopolos isn’t too worried about seeing another big Ponzi scheme soon. He gave two reasons. Markets are down. […]
Tweets on talk by Harry Markopolos, Madoff whistleblower
Here are my tweets on today’s talk to the Boston Security Analysts Society by Harry Markopolos, the Madoff whistleblower and author of No One Would Listen. “This case was a global tragedy” said Markopolos. “It was beyond evil.” Madoff case is only in its 2nd innings, said Markopolos. There’ll be more arrests due to cooperating […]
The compliance-constrained financial advisor’s guide to using LinkedIn: Part I
“I’ll connect on LinkedIn if my clients ask me, but I don’t see the value of LinkedIn because my compliance officer won’t let me do anything.” If this is how you feel about LinkedIn, this article is for you. Even if you can’t post more than your name and company affiliation, you can benefit from […]
I’m quoted in "Using Social Media in Your Job Search: Look before you Tweet"
Usually I’m the interviewer, not the interviewee. So I felt more anxious than usual during the interview for “Using Social Media in Your Job Search: Look before you Tweet.” Luckily I was interviewed by a capable reporter. Writer Janet Aschkenasy’s article appears on the eFinancial Careers site. I know and like several of the writers […]
Technical analysis of stocks can boost the power of your fundamental research
You can use technical analysis in combination with your firm’s fundamental equity analysis to help decide when to buy or sell stocks. This is the message I took away from “Applying Technical Analysis to a Fundamental Investment Strategy,” a March 23 presentation to the Boston Security Analysts Society by David Keller, who oversees technical analysis […]