President/Founder, Sidoxia Capital Management

Mr. Slome is a CFA charterholder (Chartered Financial Analyst), a CFP®certificant (CERTIFIED FINANCIAL PLANNER®), and a member of the CFA Institute and the FPA® (Financial Planning Association®). Mr. Slome has worked in the investment industry since 1993, and Bloomberg ... more

ALL CONTRIBUTIONS

S.T.I.N.K. – Deja Vu All Over Again
Fear has returned again, however with a different acronym spin. Rather than speak about PIIGS, today the talking heads are fretting over S.T.I.N.K. – Spain, Tariffs, Italy, and North Korea.
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Why The Masses Missed The 10-Year Bull Market
The investing masses generally are notoriously short-termed focused. Although the overall stock market notched another gain this month, stock values are still down roughly -8% from the January peak, which has caused some investor angst.
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Tariff, Fed, & Facebook Fears But No Easter Bunny Tears
After an explosive 2017 (+19.4%) and first month of 2018 (+5.6%), the Easter Bunny came out and laid an egg last month (-2.7%).
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The Scary Blip
From the peak achieved in late January, stock prices quickly dropped by -12% at the low in early February, with little-to-no explanation other than a vague blame-game on rising interest rates.
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‘Tis The Season For Giving
The stock market has provided its fair share of giving to investors in the form of a +2.7% monthly return in the S&P 500 index truly, stocks have been the gift that keeps on giving. But bonds have acted more like a stingy Ebenezer Scrooge.
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Markets Fly As Media Noise Goes By
The icing on the stock market cake has been the optimism surrounding the potential passage of tax reform, likely in the shape of corporate & personal tax cuts, foreign profit repatriation, and tax simplification.
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Comments

Latest Comments
Brexit Briefings
2 years ago

The U.K. has been a reluctant participant in the EU for some time, so I am unaware of any plans of switching from the Pound sterling to the euro currency. Denmark and Sweden are two other EU members, not a part of the eurozone, that are sticking with their home currencies - the Danish krone and the Swedish krona.

1 to 1 of 1 comments

STOCKS I FOLLOW

AAPL Apple Inc.
AMZN Amazon.com Inc.
BX The Blackstone Group L.P.
C Citigroup Inc.
FB Facebook Inc
GLD SPDR Gold Trust ETF
GS Goldman Sachs Group Inc.
GULF WisdomTree Middle East Dividend Fund
GXG Global X/InterBolsa FTSE Colombia 20 ETF
HLF Herbalife Ltd.
MCHP Microchip Technology Incorporated
MSFT Microsoft Corporation
NFLX Netflix Inc.
NVEC NVE Corporation
PETM PetSmart Inc
TIP iShares Lehman TIPS Bond Fund
TWTR Twitter Inc
WMT Wal-Mart Stores Inc.
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TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

President/Founder
Sidoxia Capital Management, LLC
September 2007 - Present (10 years 11 months)

Investment Management (High Net Worth Individuals); Manage Hedge Fund; Corporate Retirement Plans; Financial Planning.

Vice President, Portfolio Manager
American Century Investments
June 1998 - August 2007 (9 years 4 months)

Portfolio Manager on Ultra Fund (reached $20 bil+ during tenure).

Investment Analyst
William O'Neil & Co., Inc.
June 1993 - June 1996 (3 years 1 month)

Worked as Investment Analyst in the equity research department.

Education

Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
1996 / 1998
Finance
University of California, Los Angeles
BA, Economics
1988 / 1993
Economics and a member of Sigma Phi Epsilon fraternity

Publications

How I Managed $20,000,000,000.00 by Age 32
Wade Slome
Lulu
10/31/2008

What a wild ride it has been. From trading penny stocks in high school stock market competitions after the 1987 Crash , to trading billions of dollars whilst elbowing with the likes of Eric Schmidt (CEO of Google), Jeff Bezos (CEO of Amazon), and John Chambers (CEO of Cisco Systems)...I have seen it all. There is no playbook for managing billions of dollars, starting your own investment firm, and running a hedge fund. My life story has been rather circuitous, taking me everywhere from California to New York and from Australia to China along the way. I even took a nine year pit-stop in America s heartland, where I managed a $20,000,000,000.00 fund at American Century Investments. As a freshly minted MBA grad from Cornell University in 1998, I never expected in my wildest dreams to land on one of the 10 biggest funds in the U.S. America, what a great place to live! My journey eventually sucked me back towards the Pacific Ocean, where I now lead my investment practice.

Investing Caffeine
Wade Slome
Sidoxia Capital Management

Welcome to Investing Caffeine, a blog written by professional money manager Wade W. Slome, CFA, CFP®. Investing Caffeine will wake up your investment brain by tackling the complex issues of investing and financial planning, with the goal of educating and entertaining your mind.