stock broker portrait
Social and political analyst and civil defense activist. Owner of
First Institute, and The
Piper Report web sites. In addition to selling ebooks,
been involved in responding to false flag threats, steadily increasing
curtailment of essential civil liberties, continued mainstream media
brainwashing of the American public (or what certain so-called "alternative
media" pundits such as Alex Jones like to call the "Info
War"), the general decline of the West, and extreme
environmental dangers, to include the BP-Gulf
disaster and the ongoing Fukushima radiation catastrophe. Most
recent initiatives and publications listed in author
archive at America First Books. The transcript
of the Jan 10, 2013 interview "The
Fukushima Cover-Up" conducted by Christina Consolo
(the "RadChick") on "Nuked Radio" provides a narrative
overview of evolution as a civil defense activist. See also "Fukushima
Radiation Present In America," by W. Leon Smith,
publisher, The Lone Star Iconoclast, Oct 14, 2012.
to 2005: 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.
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.
of Southern California, Los Angeles, CA (1975-77) BA
Psychology. Broad natural as well as social science curriculum. Phi
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.
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.
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.
site developer, ebook vendor, writer, intelligence analyst (2005-present)
Developer of americafirstbooks.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
"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
Mission of Conscience Trilogy. My most recent work is the
Gets "ENRONed," Then Goes for "1776"
series, a country analysis which documents high level subversion from
a "Wall Street" and "ideological" angle.
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
effecter 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
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.
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.
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.
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.
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!"
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.
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
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. OIC
of Interrogation/Translation Team based in Garden City, NY.
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 photos here.