EXECUTIVE SUMMARY
Investment/project analysis professional with ten years experience in stock investments
and nine years of experience in real estate investments. Strong results
in uncovering inside sources, modeling business plans, and identifying
strategic advantages and catalytic events. Uncovered numerous inefficiently
priced small to large cap companies capable of sustained growth in diverse
sectors. Extensive experience in securities sales and real estate marketing. Advanced training in public affairs. Skilled financial educator.
Continually strive to become more automated, for example, develop own web sites.
EDUCATION
Harvard Business School, Boston, MA (1982-84) Masters
in Business Administration. Second Year Honors. Second year electives
included: The Analysis of Corp. Financial Reports, Investment Analysis,
Corporate Finance, Cost Accounting.
University of Southern California, Los Angeles, CA (1975-77) BA Psychology. Broad natural as well as social science curriculum. Phi
Beta Kappa.
KEY PROFESSIONAL ACHIEVEMENTS
Extra research efforts sifting through publicly available
information has paid off in individual stock selection and market strategy
calls; some examples: Successfully accumulated certain
high tech chip companies around the time of their deep dip in summer
1996, certain natural gas exploration and production companies during
highly depressed oil and gas prices in 1998, and certain financial companies
on their deep sell-off following the Russian and Long Term Capital management
crisis in 1998. Been seasoned by observing numerous market anomalies
and comparing them with major Wall Street fundamental and technical
research. Examples include observing oil and gas and precious metals
prices drop from twenty year to nearly fifty year inflation-adjusted
lows in the 1997-1999 period (with smaller resource company stock prices
following), while simultaneously watching Internet and telecom stocks
rise from absurd valuations to insanity during the great 1995 to 2000
Bubble Market. Macro-economic structural issues: On own initiative
anticipated such issues as potential dollar slide and successfully began
investing in large cap gold stocks and foreign bond funds beginning
in late 2001-mid 2002. Often weigh out-of-consensus views as an empirically-supported
analytical approach.
...Extra research efforts have also helped in playing defense;
some examples: In late 1996 toured an analyst’s
“A”-rated gold mine with a newsletter writer and the gold
mining company’s CEO, discovered through other sources that company
was actually in trouble. Prevented investors from riding stock all the
way down to zero. Given the level of disinformation and wishful thinking
that often exists on many levels, this raises question about how much
one can really know about any particular company without thoroughly
studying its sector, its financial statements, or making on site visits
and really getting to know its management team and even its suppliers
and buyers. In regard to various aggressive growth mutual funds, by
mid 2001 had substantially reduced client exposure in favor of income
funds, high dividend-yielding stocks, investment grade corporate bonds,
closed end foreign bond funds, and various commodity-related funds that
included precious metals and the oil and gas sectors.
Modeled complex business situations: Media/telecom
company example: Modeled cash flow impact of time-phased conversion
from microwave towers to satellite distribution while a Senior Financial
Analyst at CBS in NYC. Built models from ground up. Real estate
examples: Modeled properties with 10-year spreadsheet analyses
that included time phased income and cash flow statements, balance sheets,
and investment evaluation measures. Analysis of an approx. 200,000 sq.
ft office warehouse property procured a $12 mil all cash offer (owner's
asking price) from a national investor. Also modeled a proposed $60
million USMC HQ complex in Washington, D.C.
PROFESSIONAL EXPERIENCE
Web site developer, ebook vendor, writer, intelligence analyst (2005-present) Developer of americafirstbooks.com and mikepiperreport.com. Cover social and political analysis that help public better understand the ultimate source of the growing financial crises analyzed in the 2002-2005 period (see sections below). Authored America First Books home page topics such as "Critical Issues," the four part series "Resolving Opposing Political and Economic Ideologies," and the 30 question quiz "Have You Been Brainwashed?" (complete with commentaries for all questions). Co-authored alerts with Captain Eric May, Dr. James Fetzer (founder of Scholars for 9/11 Truth) and others that are archived in both the Captain Eric May author archive and William B. Fox author archive. 9/11 was likely a Mossad-CIA "inside job" (see further explanation in Captain May archive), requiring public alerts whenever potential repeat "inside job" indicators begin to accumulate. Quite a few alerts have been coincidental with significant events ranging from greater Houston area petrochemical explosions to the commencement of military actions (for example operation "Immediate Response 2008" that probably went "live" with the Georgian invasion of South Ossetia). Our April 26, 2008 "Mayday Alert!" achieved over twice the Internet postings as the "Kennebunkport Warning" preceding the "B-52 Loose Nukes" incident that made alternative media history less than a year earlier. Our alerts in early 2009 regarding the swine flu pandemic proved prescient. Despite the fact that the World Health Organization declared pandemic level 6 (the highest level) on 11 June 2009, by late December 2009 most expert opinion declared the pandemic a man-made hoax, as documented in Chapter 36 "Swine Flu Biowar." We would like to believe that our email alerts and talk show appearances about the toxic ingredients in vaccines helped save a significant number of people from permanent disability and perhaps even helped avert an even greater depopulation catastrophe. A full narrative explanation of our activities can now be found in the Mission of Conscience Trilogy. All online books in this series can be found on this web page.
Financial analysis, business development, and marketing for robot company. (April 2004-Sept 2004). Worked on a contingency
basis to source prospective nonprofit and corporate joint venture funding
for a Seattle-based robot/aerospace company with a robot designed to crawl over aircraft surfaces. To help develop the "package,"
canvassed SBIR award recipients for possible project partners and key
decision-makers in Air Force and nuclear waste clean-up industry for
possible end-users. Examined state of the art end effector applications
pertaining to laser de-painting and nondestructive inspection. Created
spreadsheet pro formas for prospective venture capital firms. Unfortunately principals of the firm were unable to deliver on their promise to make their robot functional again (as originally depicted on a DVD). Subsequently created the six part "I, Robot Entrepreneur" analysis of the mobile robotics industry, and in Dec 2004 delivered a presentation based on the report "Mining and Robotics: An Introduction" before the Northwest Mining Association annual meeting. Robotic applications for under water mining and oil and gas industry applications continue to have enormous potential, however, to return to this area, would need to team up with solid sources of technical expertise and adequate capital in order to be assured that projects can be taken to completion.
America First Trust, Vancouver, WA (2002-2005)
Vice President, Investment Strategist. Publish investment strategy
overviews.
Managed retail accounts as a registered representative with Sammons
Securities LLC (Jan 2003-May 2005). Developed americafirsttrust.com. Feb 2003 article "Bear Case Overview" and Aug 2003 "Amidst Bullish Hoopla: A `Behind the Curtain' Look at Fed Desperation and Intervention Wizardry" correctly identified long term factors (to include massive fraud, irresponsible financial instrument creation, and outright market manipulation) that have contributed to the market crash in fall 2008 and the $700 billion Wall Street firm bail out. Aug 2003 analysis of the economics of gold in the "Id Monsters" series posted at numerous leading gold-related sites and drew unsolicited praise from many top financial commentators, to include Robert Chapman of The International Forecaster. The March 2004 Part III forecast article created when gold was $400 an ounce correctly predicted that gold would reach $1,000 an ounce within five years. The Oct 2003 articles "Templeton Trepidations, Buffett Battle Stations" and "Why I Like Australian Treasuries" correctly predicted the long slide of the dollar against other currencies. Lastly, the March 2005 five part analysis "The Cortez Story: Right Trend, Right State, Right Country, Right Time?" prompted one of the most prominent and well-respected CEOs of the gold mining industry to have his Public Affairs officer contact William Fox with praise.
Paulson Investment Company, Portland, OR (2000-2002) Investment
Executive/retail stock broker. Selected stocks in diverse sectors. Worked
with hedge investments as well as certain IPOs (Paulson is a national
leader in the $5-50 million market cap niche). Advisor to 401K plan.
Prepared asset allocation reports and managed diversified mutual fund
portfolios. Sold life insurance.
Morgan Stanley, Portland, OR (1994-2000)
Financial advisor/retail stockbroker. Helped over 200 individuals structure
portfolios to meet personalized needs, ranging from aggressive option
traders and short-sellers to elderly buyers of fixed income products.
Organized and led financial seminars. Worked with contrarian and value
investments as well as certain Morgan Stanley IPOs.
Independent Real Estate Broker and Consultant, L.I.C.,
NY (1989-1994) Sourced and negotiated leasing deals for
commercial/industrial spaces in Queens and Manhattan. Constructed dozens
of spreadsheet analyses of large, multi-tenanted properties (25,000
to 600,000 square feet). See a sample ten year pro forma here. Created an extensive analysis of development scenarios for a possible new headquarters Marine Corps building that caused a former real estate employer to comment in 1988: "That's a $30,000 consulting job you performed in only three weeks!"
Greiner Maltz Realty, Queens, NY (1986-1989) Real estate salesman and broker. Sold warehouse/industrial properties
in the $1.5 mil to $2.5 mil range. Negotiated over eight leasing deals.
Created reports using standard appraisal techniques.
CBS Senior Financial Analyst and Documentary Filmmaker,
NY, NY(1984-1986) Modeled cost conversions and provided
monthly forecasts and variance analyses for network transmission facility
budget centers for a year. Completed independent investigative documentary
project in 1986.
United States Marine Corps Reserves (1977-1998) Captain
and Major, USMCR (1982-1998). Honorable discharge in 1998. Held leadership
positions in the intelligence, logistics, supply, fiscal, and legal
fields. As a 2nd Lt., graduated in top 10% of The Basic School and earned
a Regular Commission. Turned around a Brigade HQ supply account from
"unsat" to "all categories outstanding" in eighteen
months. Member of Public Affairs units in Boston and Manhattan (1982-1989).
Co-leader of “hot seat interview” training while member
of a Manhattan-based public affairs unit whose annual week-long "meet
the press" clinics for Marine commanders featured presentation
skills seminars led by civilian experts.
INTERESTS
Long distance running. Like to travel. History buff, particularly in
regard to topics related to exploration, entrepreneurial innovation,
and military and business strategy. Been active with Norwegian and other Scandinavian-related social, cultural, and business associations. Link to additional photos here.
Short URL for this web page: http://tinyurl.com/6fymde
at
the Battle of Cowpens, S. Carolina, 1781