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Horacio Marquez

A native of Argentina, Marquez has more than 20 years’ experience as an investment banker, and is a recognized expert on both banking and investing strategies, as well as on the emerging markets of Latin America. He is also recognized as one of the investment industry’s most-talented research analysts.

It was two stunning and well-publicized predictions he made in 1994 – in Argentina and in Mexico - while serving as a vice president of the Merrill Lynch Emerging Markets Fixed Income Group – that cemented Marquez’s reputation as one of Wall Street’s foremost experts on emerging-markets finance. Both countries had major currency crises by the end of that year.

During his 25-year career, Marquez has held positions in such well-known financial firms as Touche Ross & Co., Barclay’s Bank, Swiss Bank, First National Bank of Boston and ADP Capital Management. He has also worked as a consultant, and as an institutional investment manager.

These experiences have allowed Marquez to develop and then refine a financial-analysis approach that has enabled him to repeatedly predict major market reversals, while also identifying top investment opportunities in both stocks and bonds.

Marquez earned his undergraduate degree in Business Administration, and a Master’s Degree in Industrial Administration from Carnegie-Mellon University. He currently lives in Princeton.

Horacio Marquez's Latest Articles

Buy, Sell or Hold: Apple's Cohesive Strategy to Survive and Thrive
on Nov 10, 2008 about GOOG, NOK, AAPL
Buy, Sell or Hold: iShares MSCI Brazil Upholds 'Order and Progress'
on Oct 28, 2008 about EWZ
Buy, Sell or Hold: PepsiCo Got Thrown Out with the Bathwater
on Oct 20, 2008 about KO, PEP
Buy, Sell or Hold: BofA Will Strengthen as the Weak Perish
on Oct 06, 2008 about BAC
Buy, Sell or Hold: Suncor Looks Extremely Promising
on Sep 29, 2008 about SU, CVX
Buy, Sell or Hold: Potash Deserves Another Look
on Sep 22, 2008 about POT
Buy, Sell or Hold: Garmin Defends Its Market Leadership
on Sep 15, 2008 about GRMN, NOK
Buy, Sell or Hold: Nucor Is No Falling Knife
on Sep 08, 2008 about NUE
Chesapeake Energy Called the Market's Bluff
on Sep 02, 2008 about CHK
Berkshire Hathaway: Like a Kid in a Candy Store
on Aug 25, 2008 about BRK.A
GE: Why Buying on Weakness Is an Excellent Idea
on Aug 18, 2008 about GE
Valero Energy: Still Too Much Uncertainty for a Clear Call
on Aug 11, 2008 about VLO
Buy, Sell or Hold: What to Do with Potash Corp.?
on Aug 04, 2008 about POT
Ford Shareholders Face High Potential for Pain
on Jul 28, 2008 about GM, F
Chevron Says Hurricane Evacuation Won’t Affect Production
on Jul 23, 2008 about CVX
Cummins: Revving Up Even in a Difficult Market
on Jul 14, 2008 about CMI
ABB Perfectly Positioned to Benefit from Global Infrastructure Boom
on Jul 07, 2008 about ABB
Cisco: Internet Infrastructure King Still Reigns
on Jun 30, 2008 about JNPR, CSCO

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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