March 12, 2020
BS Physics University of Maryland
MS Industrial Administration Purdue University - (Krannert Scholar)
Passed CPA Exam Illinois - Never practiced
In the past 5 years have shadow attended the Intermediate Accounting, Advanced Accounting, Governmental Accounting, Financial Auditing, and Personal FIT at University of Maryland -University College.
I have been Chairman of the Board and CFO of two companies that were acquired by NASDAQ companies.
Currently, I am involved in topics in Mathematical Economics - mainly Price Theory and Optimization problems. I recently worked on a large (6,000 companies funds source: FinViz/ValueLine) Excel-based model using the above and principles of linear algebra.
Last year, I completed a multi-line of business REIT data-center model for a prospective facility in the Midwest. My model was a lot smarter and more extensive than a certain well-known Chicago global commercial real estate services firm's approach.
Over the years, I have traded options, stocks, and ETFs. Currently, I have subscriptions to the WSJ (hard copy arrives at 4 am) and the Epoch Times. I read Peter Zeihan (Wiki: Peter Zeihan is a geopolitical strategist, author, and speaker who specializes in global energy, demographics and security.). I get phone alerts from the WSJ and Reuters. Currently, I am very much interested in the oil ETFs and have traded both GUSH and DRIP. I use the TD Ameritrade phone and desktop (PC) interfaces. When I am holding ETFs, I use individual security price alerts, review charts, and monitor level 2 numbers. I have hard phone alarms for pre-market open and close - I sleep with my phone. Currently, GUSH is like an option with no expiration.
I consider this whole business (proposed regulation) an intrusion. It is like telling me what I have to eat, drink, the time of day I can drive, or how big of an engine I am allowed to have in my car. I suggest that the massively targeted advertising onslaught on YouTube that promotes investment oracles (only 3 stocks you ever need to own), the utopia of day-trading, or the slow death of crypto-mining are great candidates for a regulatory look.
I think one criterion that one needs to satisfy is to be able to do the basic math in your head - if one doesn't have a good sense of numbers, then no amount of technology matters. This is not a video game.