• Joint IBD/BIG Sixteenth Anniversary Party/Meeting

    Anniversary Party/Meeting for Both the Boston Investor's Group and Boston IBD. Please RSVP for only one group. 6:30 – 7:30: Pot Luck Reception and Networking 7:30: Market Talk and Stock Picks Please bring food - main dishes, sandwiches, veggies, munchies desserts, drinks, cups, plates or ice! You may bring wine or champagne if you like. We will use the first hour of the meeting to celebrate our sixteenth anniversary. We will eat in the lounge area outside Room 335. Use the time to network, talk with your fellow traders and introduce yourself to some of the members you haven't yet met. Please fill out a name tag and wear it. For the "serious" part of the meeting, we will have a brief market talk and stock picks. I will be passing the hat (asking for contributions) at the meeting. Last year, contributions didn't cover our Meetup and other expenses. If you like what we do, if you've made money from what you've learned at the Boston Investors group and Boston IBD Group, please contribute. If you'd rather contribute online, here is the link https://secure.meetup.com/BostonIBD/contribute/ . Thank you. Enough said. Market Talk, Discussion and Stock Picks by Mike Kinkead, John Pocorobba, and Aaron Blank We’ll discuss the current market outlook for investing and trading. The economic and political uncertainty worldwide present unique risks and opportunities in the global financial markets. With constant uncertainty, it can be difficult for investors to navigate through the choppy investment landscape which is news driven. Then participants can ask questions and discuss stock tickers that interest them. If you have a friend you talk stocks with, bring them with you! Food or drinks are not allowed in any MIT meeting room. We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP. PARKING: Note that the address for the Tang Center, MIT’s building E51, is 70 Memorial Drive, but the entrance is at 2 Amherst Street. You can park behind the building, or you may find street parking. See map: http://whereis.mit.edu/?go=E51

  • Special Speakers Meeting: Basil Chapman

    MIT E51-376

    Please RSVP!!! Map, parking info at bottom of announcement. What could be next for the stock market? By Basil Chapman With the huge rally since December 2018, and the recent consolidation unfolding in many areas as well as geopolitical uncertainty, what are the chances of all time highs in 2019? Technical analyst Basil Chapman will show key charts to forecast the most promising investments currently, and longer-term. Basil will discuss • Socio/economic/political trends affecting the market • Charts of key indices and their component stocks using the ChapmanWave(CW) methodology and notation • FANG, and FANG-type stocks, plus important stocks and sectors • XLF-Financials, IAI-Broker/Dealer ETF, HACK-security ETF, others • SMH-semiconductor ETF, Bitcoin and cannabis sector • Dollar, gold, bonds as well as commodities • Under the radar stocks • Esoterics (skyscrapers et al), and take questions as they come up Throughout this 10-year plus mega bull market consolidations have mostly rotational, where overbought sectors rested while weaker ones rallied. The November-December decline saw the majority of sectors came down in unsion. With the Dow, NYSE, and IWM (Rut2000) failing to make new highs will they get their turn in 2019? This has been the most unrecognized mega bull market in the media in many decades. Will this silence eventually turn into ebulliance? Basil will discuss all of the above in detail at the meeting, plus take your questions. Basil Chapman authors The Opening Call, a daily comprehensive daily newsletter, and hosts The Tiger Technician's Hour, M-F noon-1pm on tfnn.com - Tiger Financial News Network - a call-in show [masked]). For several years, Basil has been our regular guest speaker. He frequently gives technical analysis classes and Webinars. His service is used by fund managers, hedge funds, and individual investors. MIT Building E51 is located at 70 Memorial Drive, but the entrance is in back of the building at 2 Amherst St (put that in your GPS). The best parking is behind the building, and you may find parking on the street. Here is a map link: http://whereis.mit.edu/?go=E51 ---------------------------------------------------------------------------------------------- If you have a friend you talk stocks with, bring them with you! Food or drinks are not allowed in any MIT meeting room. We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP. PARKING: Note that the address for the Tang Center, MIT’s building E51, is 70 Memorial Drive, but the entrance is at 2 Amherst Street. You can park behind the building, or you may find street parking. See map: http://whereis.mit.edu/?go=E51

  • Special Speakers Meeting: Joe Siracusa of 1221 Capital Management

    MIT Building E51 (Tang Center) Rm 145

    Please RSVP! - Map and parking info at bottom of announcement. Boston Investor’s Group Meeting Wednesday, April 24,[masked]:00 pm MIT Building E51, Room[masked] Memorial Drive, Cambridge, MA http://whereis.mit.edu/?go=E51 Trading Options on Futures By Joe Siracusa BIG Member Joe Siracusa will present a basic overview of Futures and options on futures. He’ll emphasize options on equity Index futures, for example, options on the S&P 500 futures. He’ll explain the benefits and risks of trading the futures market, and show some recent trades. Joe will show how Investor’s Business Daily can help in setting up a futures trade. He’ll discuss hedging strategies and investing for cash flow vs. price appreciation only. Joe Siracusa’s 1221 Capital manages individual investment accounts using commodity and financial futures. He has over 20 years experience trading futures and futures options. He believes you can and should time the market, investing more when you have an advantage and reducing your investments when there is no advantage. More info can be found at 1221capital.com MIT Building E51 is located at 70 Memorial Drive, but the entrance is behind the building at 2 Amherst St (put that in your GPS). The best parking is behind Building E51, and some parking is available on the street. Here is a map link: http://whereis.mit.edu/?go=E51 If you have a friend you talk stocks with, bring them with you! Food or drinks are not allowed in any MIT meeting room. We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP.

  • Special Speakers Meeting: Mike Reis of Charles Schwab

    Please RSVP! - Map and parking info at bottom of announcement. Trading Options – Covered Calls, Cash-Secured Puts and Hedging By Mike Reis, Charles Schwab Mike will present options basics, and covered calls and cash-secured puts. He’ll focus on developing a process for each, and factors to consider in setting up a trade. He’ll discuss basic hedging strategies for individual stocks and a whole portfolio, again focusing on what he evaluates in setting up a trade. Since 2015 Mike has been Schwab’s Trading Solutions Regional Manager for the Northeast Region, where he works with clients on the Schwab platform and investing strategies. Prior to joining Schwab he spent the majority of his career as a trader and market maker for a number of proprietary trading firms in Chicago, beginning in 1998. MIT Building E51 is located at 70 Memorial Drive, but the entrance is behind the building at 2 Amherst St (put that in your GPS). The best parking is behind Building E51, and some parking is available on the street. Here is a map link: http://whereis.mit.edu/?go=E51 If you have a friend you talk stocks with, bring them with you! Food or drinks are not allowed in any MIT meeting room. We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP.

    3
  • Special Speakers Meeting: BIG Member Daniel Kim on Cryptocurrencies

    MIT Building E51, Room 335

    Please RSVP! Map and parking info at bottom of announcement. Daniel Kim will speak on Cryptocurrencies: Concepts and Context Talk objectives: • To establish a basic technical understanding of how Bitcoin works • To summarize major post-Bitcoin projects • To examine societal and investor adoption of cryptocurrency within a framework of past disruptive technologies Daniel Kim, PhD, MBA, is the Founder and President of Sweetwater Digital Asset Consulting, LLC, which offers bespoke research and advisory services to institutional, trust, and family office investors seeking conceptual and practical guidance in considering cryptocurrency exposure for their portfolios. A 2013 winner of the CFA Institute's prestigious Graham and Dodd top award for original research, he previously served as Director of Research at a ~$1B equity asset manager. With a multidisciplinary publication record in the basic science, healthcare, and financial sectors, his breadth of knowledge has been well suited to understanding both the technical and socioeconomic aspects of Bitcoin, Monero, and other decentralized ledger technologies. Dr. Kim earned his MBA degree at Yale University and his AB, AM, and PhD physics degrees at Harvard University. MIT's Tang Center (Building E51) is located at 70 Memorial Drive, but the entrance is in back of the building at 2 Amherst St (put that in your GPS). There’s some parking behind the building, and you may find parking on the street. Here is a map link: http://whereis.mit.edu/?go=E51 ---------------------------------------------------------------------------------------------- If you have a friend you talk stocks with, bring them with you! We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP.

  • POSTPONED Meeting: BIG Member Daniel Kim on Cryptocurrencies

    MIT Building E51, Room 335

    POSTPONED DUE TO SNOW SQUALLS AND ICING ROADS. New date most likely Wednesday, February 20th. Cryptocurrencies: Concepts and Context Talk objectives: • To establish a basic technical understanding of how Bitcoin works • To summarize major post-Bitcoin projects • To examine societal and investor adoption of cryptocurrency within a framework of past disruptive technologies Daniel Kim, PhD, MBA, is the Founder and President of Sweetwater Digital Asset Consulting, LLC, which offers bespoke research and advisory services to institutional, trust, and family office investors seeking conceptual and practical guidance in considering cryptocurrency exposure for their portfolios. A 2013 winner of the CFA Institute's prestigious Graham and Dodd top award for original research, he previously served as Director of Research at a ~$1B equity asset manager. With a multidisciplinary publication record in the basic science, healthcare, and financial sectors, his breadth of knowledge has been well suited to understanding both the technical and socioeconomic aspects of Bitcoin, Monero, and other decentralized ledger technologies. Dr. Kim earned his MBA degree at Yale University and his AB, AM, and PhD physics degrees at Harvard University. MIT Building E51 is located at 70 Memorial Drive, but the entrance is in back of the building at 2 Amherst St (put that in your GPS). There’s some parking behind the building, and you may find parking on the street. Here is a map link: http://whereis.mit.edu/?go=E51 ---------------------------------------------------------------------------------------------- If you have a friend you talk stocks with, bring them with you! Food or drinks are not allowed in any MIT meeting room. We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP.

    3
  • Boston Investor's Group Holiday Party/Meeting

    MIT Building E51 (Tang Center) Rm 145

    Boston Investors Group and Boston IBD Group Meeting New Year’s Celebration for Boston Investor’s Group and Boston IBD. Note that we are in 145 on the first floor for the meeting part - the pot luck before the main meeting will be on the 3rd floor outside the classrooms (where it usually is). Please RSVP for only one group. Please RSVP!!! Map and parking info at bottom of announcement. Please bring food - main dishes, sandwiches, veggies, munchies, desserts, drinks, cups, plates or ice! You may bring wine or champagne if you like. We will use the first hour of the meeting to celebrate the New Year. We will eat in the lounge area outside Room 335. Use the time to network, pick the brains of your fellow traders and introduce yourself to some of the members you haven't yet met. Please fill out a name tag and wear it. The program will start at 7:30 pm and feature a market talk. I will be passing the hat (asking for contributions) at the meeting. My organizer dues amount to $240/year, and we have other organizing expenses. Contributions didn't cover it last year. If you like what we do, if you've made money from what you've learned at the Boston Investors group, please contribute. If you'd rather contribute online, here is the link https://secure.meetup.com/BostonIBD/contribute/ . Thank you. Enough said. A Market View from a Veteran Market Timer By Rich Gula, President Argyle Investments Member Rich Gula will present his view of the current state of the market. Recently the rapidly changing markets have been challenging to invest and trade, but where do we stand and what lies ahead. Rich will show Trade Station charts and analyze what’s working in the market now. He’ll look at the major indices, and selected futures, ETFs, and stocks. Since 1999, Argyle Investments, LLC has created customized valuation models for hedge funds and investment managers. More recently, Argyle has designed short-term risk-averse trading models to exploit the increasing uncertainty surrounding market prospects and equity valuations in an environment in which interest rates are likely rising. Previously, Rich served as director of technical analysis at Fidelity Management and Research. At Fidelity, he developed quantitative and technical research strategies, which were integrated into the firm’s security selection process. He had formerly had key roles in various investment firms as chief investment officer, head of international equities, and director of market analysis. MIT Building E51 is located at 70 Memorial Drive, but the entrance is behind the building at 2 Amherst St (put that in your GPS). The best parking is behind Building E51, and some parking is available on the street. Here is a map link: http://whereis.mit.edu/?go=E51 --------------------------------------------------------------------------- If you have a friend you talk stocks with, bring them with you! Food or drinks are not allowed in any MIT meeting room. We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP. PARKING: Note that the address for the Tang Center, MIT’s building E51, is 70 Memorial Drive, but the entrance is at 2 Amherst Street. You can park behind the building, or on the street. See map: http://whereis.mit.edu/?go=E51

  • Special Speakers Meeting: Stephen Cucchiaro

    Building E51-345

    Wednesday, November 7,[masked]:00 PM MIT Tang Center, Room[masked] Memorial Drive, Cambridge, MA***(See below for map and parking info) Please RSVP! Investing in a Complex Environment By Steve Cucchiaro, President and CEO, 3Edge Capital Management Steve will provide a market outlook across major global asset classes. The economic and political uncertainty worldwide present unique risks and opportunities in the global financial markets. With constant uncertainty, it can be difficult for investors to navigate through an investment landscape which is always evolving. Steve will explore the role of artificial intelligence in navigating the global investment environment. Stephen J. Cucchiaro is President and Chief Investment Officer of 3EDGE Asset Management. In over 35 years of studying the global capital markets and managing investment portfolios, Mr. Cucchiaro has become known for his use of proprietary investment research methods including the application of concepts from engineering, system dynamics, complexity economics and multi-player game theory in order to analyze the global capital markets. Mr. Cucchiaro began managing investment portfolios in 1994. He was the founder and served as President and Chief Investment Officer of Windward Investment Management, which was acquired by Charles Schwab in November 2010. At the acquisition, Windhaven Investment Management continued the business of Windward. From the early days of Windward through June 2014, assets under management under Mr. Cucchiaro’s tenure grew from less than $75 million to nearly $20 billion. After more than three years working towards a successful transition following the acquisition, Mr. Cucchiaro left Windhaven in June of 2014. Mr. Cucchiaro has appeared on Bloomberg TV and Radio, CNBC, Consuelo Mack’s WealthTrack and the Nightly Business Report, and has been quoted in The Wall Street Journal, Barron’s, The Financial Times, Forbes and BusinessWeek. Mr. Cucchiaro has an SB in Mathematics from M.I.T. and an MBA in Finance from the Wharton School at the University of Pennsylvania. During the late 1970s, Mr. Cucchiaro was a member of the US Olympic Team in yacht racing and became national champion of his class in 1978 and Gold Medalist in the 1979 Pan American Olympic Games. He serves on the Board of Directors of the Institute for Health Metrics and Evaluation (IHME). ---------------------------------------------------------------------------------------------------- MIT Building E51 is located at 70 Memorial Drive, but the entrance is behind the building at 2 Amherst St (put that in your GPS). The best parking is behind Building E51, and some parking is available on the street. Here is a map link: http://whereis.mit.edu/?go=E51 --------------------------------------------------------------------------------------------------- If you have a friend you talk stocks with, bring them with you! Food or drinks are not allowed in any MIT meeting room. We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP.

  • Joint Boston Investor’s Group and AAII Meeting - Marvin Appel

    MIT Building E51, Room 335

    Joint Meeting of the Boston Investor’s Group, and AAII’s Maverick Investors and Traders Group - Special Guest Presentation by Marvin Appel Please RSVP! Map and parking info at bottom of announcement. Join Marvin Appel from Cabot Wealth Network to hear his favorite indicator and investment recommendations in two presentations: How to use MACD in your Trading: Perils and Pitfall The moving average convergence/divergence indicator (MACD) has remained a popular trading tool since Gerald Appel developed it nearly 40 years ago. Marvin Appel will introduce the indicator and describe how you can use it as a trend-following indicator, so you can jump on board potentially strong market trends. Marvin Appel will also discuss using MACD to identify when the market is overextended and likely to change direction. Systems & Forecast: Strategies & Market Outlook - While the Fed Retreats For the first time in twelve years investors find themselves in an environment where the Federal Reserve is raising short term interest rates and starting to pare its balance sheet while inflationary pressures are building. These developments will likely lead to higher long term interest rates and higher market volatility over the next few months, creating both risks and opportunities. Dr. Appel will present his market outlook and recommend equity and bond strategies designed to help navigate the changing investment climate. MIT’s building E51 is at 70 Memorial Drive in Cambridge, MA. (The entrance is at 2 Amherst Street, and there’s parking behind the building, or on the street.) See map: http://whereis.mit.edu/map-ipg?selection=E51&Buildings=go. ----------------------------------------------------------------------------- MIT Building E51 is located at 70 Memorial Drive, but the entrance is behind the building at 2 Amherst St (put that in your GPS). The best parking is behind Building E51, and some parking is available on the street. Here is a map link: http://whereis.mit.edu/?go=E51 ---------------------------------------------------------------------------- If you have a friend you talk stocks with, bring them with you! Food or drinks are not allowed in any MIT meeting room. We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP.

  • Joint IBD/BIG Fifteenth Anniversary Party/Meeting

    MIT Building E51, Room 335

    Please RSVP! - Map and parking info at bottom of announcement Fifteenth Anniversary Party/Meeting - for both the IBD Meetup and the Boston Investors Group! Please RSVP for only one group. Please bring food - main dishes, sandwiches, veggies, munchies desserts, drinks, cups, plates or ice! You may bring wine or champagne if you like. We will use the first hour of the meeting to celebrate our fifteenth anniversary. We will eat in the lounge area outside Room 335. Use the time to network, pick the brains of your fellow traders and introduce yourself to some of the members you haven't yet met. Please fill out a name tag and wear it. The program will start at 8 pm and feature three of our IBD experts. I will be passing the hat (asking for contributions) at the meeting. My organizer dues amount to $240/year, and we have other organizing expenses. Contributions didn't cover it last year. If you like what we do, if you've made money from what you've learned at the Boston Investors group, please contribute. If you'd rather contribute online, here is the link https://secure.meetup.com/BostonIBD/contribute/ . Thank you. Enough said. During the meeting, Aaron Blank, Mike Kinkead and John Pocorobba will share their take on the Market, examine stock picking opportunities in leading O’Neil Industry Groups and evaluate stock picks suggested by the meeting attendees. Since they will be using tools and information available through Investors’ Business Daily (investors.com and IBD WEEKLY) and MarketSmith®, there will be a brief introduction to O’Neil’s CAN SLIM® growth stock investing methodology for those who are not familiar with it. We look forward to seeing you there! If you have a friend you talk stocks with, bring them with you! We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone. This is a free and open meeting. No membership is required, but please RSVP. PARKING: Note that the address for the Tang Center, MIT’s building E51, is 70 Memorial Drive, but the entrance is at 2 Amherst Street. You can park behind the building or on the street. See map: http://whereis.mit.edu/?go=E51