Portfolio Update: What Next?
In the perpetual, everlasting saga of of the equity markets adaptation is a key trait that often gets glossed over by...
Ali Meshkati
Weekly Note Preview: The Psychology of Stalling; A Surprise Outcome For Markets Into Election; Shifting Conditions….
What follows are the topics covered in this weekend's note to subscribers. To become a client of Zenolytics Turning...
Complacency Not Allowed, Some Creeping Cause For Concern
After pulling in a 13% gain to start August, putting us up close to 90% year to date (gross return), there was little...
Weekly Note Preview: Air Pockets; FANGs; Software Names; Gold & Silver; Financials; Resurgence For Real Economy Names; Zillow
What follows are the topics covered in this weekend's note to subscribers. To become a client of Zenolytics Turning...
Zenolytics Flashback: There Are Few Things As Reliable As Zillow Outperforming During The 1st Half of Any Year
We took profits on our Zillow position on Friday after the company reported an impressive quarter of earnings, further...
A Confluence Of Overreaction That Only Has One Possible Outcome
In early May I published a note titled "Investors Should Stay For The Crescendo To Come." Quoting now from that May...