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David Neubert

David Neubert is a self-employed investor who says he is done working with corporate Wall St. "Now I'm managing money for people I like, teaching, serving on some foundation boards and trying to start some socially responsible financial blogs," explains David. Often contrarian, his analysis attempts to provide a fresh and independent understanding that only an ex-Wall Street trader would possess.

Previously, he worked in management positions at Morgan Stanley and Lehman Brothers and as an analyst and trader for Chemical Bank (now JP Morgan Chase). David is a world traveler who loves to blog about his exploits whether he's roughing it at the Burning Man Festival in the Nevada desert, grooving at the New Orleans JazzFest or taking in alt-theater at the Edinburgh Fringe Fest. He currently splits his time between New York City and Massachusetts.

Visit his site: Neubert's Trades

David Neubert's Latest Articles

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Why Lehman's Collapse Made Me Thankful
on Sep 29, 2008 about LEH
If Thornburg Gets Its Funding, I'll Take Preferred Over Equity
on Mar 25, 2008 about TMA
Apple and United Technolgies: Bargains Amidst the Recession News
on Mar 24, 2008 about UTX, AAPL
3 Reasons To Be Bullish on the Investment Banks
on Mar 23, 2008 about GS, LEH, IAI
Why Is Bear Stearns Trading Above Deal Price?
on Mar 18, 2008 about JPM, BSC
The Economy Is the Least Important Factor Affecting the Solar Energy Industry
on Feb 05, 2008 about QQQQ, SPY, DIA
Cheaper Alternatives to Exxon
on Feb 05, 2008 about BP, COP, APC
Response to Ashkan Karbasfrooshan's 'Is Yahoo Is Being Prepped for Sale?'
on Jan 04, 2008 about YHOO
If You Must Own Ford, Go With Preferred Shares
on Dec 31, 2007 about F
Target, Nordstrom: Retail Pessimism Overdone
on Dec 19, 2007 about TGT, JWN
Year-End Selling Trade: Closed End Funds At Big Discounts
on Dec 17, 2007 about MCA, ERC, NBH
Is Agriculture the New Global Warming Bad Guy?
on Dec 17, 2007 about CVX, BG, ADM
Big Brokers' Level 3 Assets: Not As Scary As People Say
on Dec 16, 2007 about GS, LEH, MS
Playing Year-End Tax-Selling With Starbucks
on Dec 16, 2007 about SBUX
Vikram Pandit Achieves Rockstar Status
on Dec 13, 2007 about C
Six Positions I'm Bullish On
on Dec 06, 2007 about C, BPT, BRK.A
Barrons Article May Finally Provide a Catalyst For Gambling Stocks' Fall
on Nov 19, 2007 about WYNN, MGM, LVS
Rethinking Merrill Lynch and Thain After Thursday's Announcement
on Nov 18, 2007 about MER
John Thain to Take Over at Merrill: I'm Ready to Buy
on Nov 15, 2007 about MER
Capitalize on the Declining Dollar
on Nov 05, 2007 about FXC, VPL
Diageo: Is All the Upside Priced In?
on Oct 22, 2007 about DEO
Google's Inflated Market Cap Not THAT Amazing
on Oct 10, 2007 about GOOG
Morgan Stanley High Yield Fund: Play the Increase In Junk Bond Yields
on Oct 09, 2007 about MSY
How I Voted My 2007 Diageo Shareholder Proxy
on Oct 03, 2007 about DEO
Thornburg: Looking for Value Among Mortgage REIT Preferred Stock
on Sep 28, 2007 about TMA
Fed Rate Cut: One Ingredient in the Recipe for Stagflation
on Sep 20, 2007 about GS, C, BAC
The Chubb Corporation: Hoping For Disaster
on Sep 20, 2007 about CB
Making Up For My Countrywide Loss
on Sep 17, 2007 about CFC
Anti-Corporate Satire of Mattel at Burning Man
on Sep 05, 2007 about MAT
A Contrarian Look at the Financial Sector
on Jul 25, 2007 about C, BAC, BSC
Revisiting My Four-Way Intel Trade
on Jul 16, 2007 about INTC
GE Gets It: Slimming Down, Buying Back Shares
on Jul 16, 2007 about GE

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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