Oyster Capital

Research on securities and management services for certain qualified and accredited investors and financial professionals.

Director of Research responsible for due diligence (Equities, VC, HF, MF, and ETF), investor communications and presentations, model development and proprietary strategies (SSG Equity and SSG Total Return.) 

Forecasted the 2024 interest rate easing cycle originally in "Time to Estimate the Recession" Analyst Note, July 31, 2023 and reiterated in "Rate Cut Imminent" Analyst Note, July 22, 2024.  

Anticipated the October 2023 peak in 30-year interest rate yield via wave theory analysis described in "Navigating by Starlight Between the Clouds" Analyst Note, October 24, 2023.

Predicted the March 2023 critical event risk zone (Regional Banking Crisis) via equities cycle analysis in "Bear Market Inflection Point" Analyst Note, October 24, 2022.

Forecasted 2022 stock market declines (ahead of Russia-Ukraine/NATO Military Conflict) through volatility analysis in "Forcing the Narrative" Analyst Note, October 25, 2021.

Predicted 2022 interest rate surge (before the biggest bond loss in 40 years) using long-term trend analysis in "Wisdom of Bonds" Analyst Note, April 23, 2021.

Forecasted the March 2020 stock market correction (in advance of COVID-19 pandemic) using volatility analysis in "Here Come the Helicopters" Analyst Note, January 29, 2020.

Predicted the 2020 recession using real-time changes in business and monetary conditions in "Time for Recession-Fighting Plans" Analyst Note, October 18, 2019.    

Trader responsible for managing a U.S. Equities private placement fund specialized in bear market trades.

Managing Director

Morningstar

Associate Director of Equity Research. Managed a team of 12 analysts covering more than 300 restaurants, retail and consumer products and packaged goods companies. Investment insights published in various financial media like CNBC, CBS News, The Wall Street Journal. Contributing book author to The Five Rules for Successful Stock Investing.

Manager for the Morningstar.com Conversations bulletin boards, including the Vanguard Diehards, which, in cooperation with the participants popularized the term "Bogleheads" used in the forum description. Lead organizer of the third Bogleheads conference meeting held in Chicago, IL in June 2002. 

Product Sales, department leader for software and print materials serving the financial advisor and individual investor market segments.

Associate Director

I provide director of research capacity to emerging managers and boutique advisors seeking to build a high-quality and cost-effective analytical capability within their firms. Through a collaborative process, we focus on specific concerns for stock analysis, economic assessments, and strategic assumptions needed to challenge, validate, and generate fresh perspectives that amplify conviction in investment decisions.

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Carl Sibilski's Linkedin Analytics