Carlton Neel

Carlton Neel is the CEO of Chaikin Analytics. In that role, he is deeply involved with product strategy along with leading the team to high-quality investment opportunities. Carlton brings a rich financial background to Chaikin Analytics. He was one of J.P. Morgan's youngest vice presidents. Then, at age 27, he left to start his mutual-fund management career in 1995 with noted investor and market guru, Dr. Martin Zweig. While at Zweig's firm, Carlton was responsible for managing a quantitative-research staff and overall portfolio overseeing billions of dollars of investments. Several quantitative stock-selection and sector-analytic models were developed under his guidance and successfully used in real-time money-management products. Carlton has managed open-end mutual funds, closed-end mutual funds, variable annuities, and managed his own hedge fund for a brief time. He has experience managing a variety of investable vehicles including equities, fixed income, futures, options, and foreign currencies.

The Power Gauge Is All Over Peloton’s Road to Nowhere

No matter the details, Peloton Interactive (PTON) is in big trouble… News reports last Thursday indicated that the fitness-equipment maker would temporarily halt production due to slowing demand. The stock plunged roughly 24% on the day. Almost immediately, CEO John Foley tried to do damage control… He blamed a “leaker” for the reports and called …

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How the Mainstream Media Is Getting Big Oil Wrong

Many folks feared the worst for Big Oil when Joe Biden became president… After all, Biden’s campaign included a big focus on “clean energy” sources – like wind and solar. He emphasized plans to shift the U.S. toward low or zero carbon energy production, “green” industry manufacturing, and other climate-friendly initiatives. A move toward clean …

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It’s Time to Make Money… With Other People’s Money

Wall Street lives off “OPM”… That’s short for “other people’s money.” You might’ve heard this term before in relation to real estate… It’s a common strategy with “fix and flip” houses. By using OPM through a loan or other means to buy a property instead of an all-cash scenario, the real estate buyer can increase …

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