The Davian Letter

The Davian Letter

Born from the ashes of financial destruction, The Davian Letter launched in October of 2008. What once started as a client letter has since blossomed into one of the premier financial market and economic newsletters on the Internet. The Davian Letter strives not only to empower our subscribers with first class information, but also to provide to them an internet experience unlike any other financial website.

We believe information should come from those that do and not those that don’t. Gone are the days of cut and dry financial information, run by “old ivy-league fat cats.” Buy and hold, is buy and broke. We are not the status quo, we are not writing algorithms to trade, and we don’t make messes for taxpayers to clean up. I am Anthony Davian, and I want to personally welcome you to what is new, young, and profitable. Welcome to The Davian Letter.

Anthony Davian

Anthony Davian

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I have been trading the markets since 2001, and the first position that I ever took lost 100% of its value, but I vowed from then on to learn as much as I could. I haven’t looked back since, and I have outperformed the S&P 500 every year since 2002. I was born in Cleveland, Ohio, graduated from Holy Name High School in 1998, and earned my B.S. from The University of Akron in Accountancy. I went on to form Davian Capital L.P., a long/short hedge fund, and decided to launch The Davian Letter in October 2008 to help out those investors the SEC deems too “average” to invest in hedge funds. Currently, I reside in Akron, Ohio with my lovely wife Danielle and our two crazy bulldogs – Hank “the tank” and Woody.

Dasan

Dasan

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Dasan narrowly survived a few years as a Military Intelligence officer in various tropical locales before learning how Wall Street really works during stints at Merrill Lynch, PaineWebber, and UBS. To treat himself for his short-term trading addiction, Dasan voluntarily entered the Columbia Business School Value Investing program. He was partially cured of his condition there by the modern masters of Value Investing.

Dasan has been practicing his own hybrid of “new growth value investing” in Hedgistan for the last few years. He focuses entirely on technology and gaming stocks with occasional regretful forays into other sectors.

In his daily blog, Dasan highlights news items and facts, focusing on the stocks he owns and writes about for his stock market newsletter. His unconventional way of thinking may inform, enrich, surprise, or even offend you.

Airelon

Airelon

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Airelon's passion in regards to life, is simply... life. A teacher, as well as student of many interests, Airelon studies (Studies. Not speaks, studies) 13 languages and is conversant in three. He studies sciences as exotic as "textual criticism". Although his primarily interest is in the spiritual, he also follows the arts, history, travel, literature, and all of the things in life that make life worth living. At least for Airelon.

Airelon began trading in 1996 as a Commodities Futures trader. Yes, straight out of the gate, he threw caution to the wind and flew in where angels dare to tread. Such immediate risk taking was not without consequences. After serious losses in the markets, this led him to the belief that the 5 principles of money management and serious psychological discipline were the only ways to succeed.

Investing as a Large and Midcap Dividend DRIP investor since 2002 as well as a commodity futures short term swing trader, Airelon has been known to occasionally dabble in the short term common stock swing trades as well. Airelon began blogging and vlogging for the public in 2007 in an attempt to give back much of what he has learned over the course of the last 13 years.

Philip Dunham

Philip Dunham

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I am a student at Louisiana State University completing an undergraduate degree in Economics with a minor in Political Science. My market interests center around global macro which naturally led to a focus on currencies, interest rates and commodities. I've had the opportunity to learn under independent professional traders as well as done my own independent fundamental and technical analysis. At Davian Letter, I write Weekly FX Strategy, a review of weekly Commitment of Traders data as well as comment/analysis of economic data and monetary policy.

StilettoStocks

StilettoStocks

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SS traces her passion for all things fashion to age 7, when she first clopped around the house in her underoos wearing Mommy’s 120mm Louboutins. Countless worn-out soles later, this miss has added a few new loves—namely finance, nouveau French cuisine, and Perfect Manhattans (equal parts sweet and dry vermouth, for all you uninitiated.) After outclassing and grabassing her way through the Ivy League (hint: the faux-pretentious, elitist, gabardine-wearing one… does that narrow it down?) with an economics degree, SS moved on to bigger and better quarry: the Internet (where you don’t even need to join an eating club or secret society to be cool!)

Stilettos & Stocks is a blog that aims to provide insight into both the financial and broader aspects of the consumer/retail space, with the occasional missive for the fashion-challenged.

Ex-Wirehouse

Ex-Wirehouse

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One time Infantry Officer, longtime wire house veteran. Currently Principal and CEO of Andover Equity Investment Group LLC an independent asset management practice,successfully focused on absolute return investing. Proud husband and father of 7 year old twins. Disciplined trader who is constantly humbled by the markets. Sean M. O'Brien, has been a Registered Investment Adviser since 1998. Sean and Andover Equity Investment Group LLC are registered with the Commonwealth of Massachusetts Secretary of State. Sean currently holds series 7, 66,65, and 3, securities licenses, Life insurance license, and is a member in good standing of the Market Technicians Association. After graduating from the University of Massachusetts Amherst, and serving as a US Army Infantry Officer, he began an eleven year career with Smith Barney. He founded Andover Equity Investment Group with out of an abhorrence for the status quo in the financial services industry with the aim of providing a radically different model for managing client assets and investment management.

Dexter

Dexter Morgan

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I am Dexter. I only prey on those that deserve it. Some say I am speaking the truth, others say I am a "shock jock" or an idiot. Whatever I may be, I probably have more experience than you and I am smarter than you. My current job requires that I operate among the shadows, which is fine. It allows me to speak my mind and provide some clarity in this Wall Street game.

Barbarian

Barbarian Capital

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Barbarian Capital has been blogging since late 2008, and started posting on The Davian Letter in early 2010. His interests include finance, consumer/retail companies, economics, inflation, taxation, government spending, individual freedoms, sports betting, reading, travel, pencil drawing, history/alternative history/implausible theories, science, Newspeak, quality foods and distillates.

Professor Pinch

Professor Pinch

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Professor Pinch is an alias for a guy who occasionally writes things where the names have been changed to protect the guilty, as opposed to the innocent. Having spent the better part of his career vacillating (just sounds more poetic than floundering) between financial services, market research and software firms for the past fifteen years, there's certainly a lot of guilty parties to write and reminisce on.

The good professor received a B.A. in Economics from the University of Maryland, but only after a great deal of angst largely due to the Duke men's basketball team. From there, he worked in in the trenches of subprime lending. These were the bad old days; back when things called "pay stubs" and "appraisals" were required to actually get a home loan. From there, he went on to work at some local software and data service start-ups in the D.C. area that he's sure you never have nor ever will hear of.

After moving to Charlotte, N.C. he worked for a number of years at First Union Corp., a predecessor to Wachovia Corporation. While there, he had a variety of positions in project management, online products and services and corporate treasury.

Currently he is working on his pursuit of a CFA (he's a level 2 candidate), some writing projects and unlike Kevin Depew, avoiding contact with velour at all costs.

He currently lives outside of Charlotte, N.C. with his wife and son.

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