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...
Ali Meshkati
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...
3500 On Tap For The S&P 500
What follows is an excerpt from yesterday's Market Update, sent to subscribers, discussing the reasons the S&P was...
Weekly Note Preview: A Transitional Period Ahead; Buying Mystery; A Great Long-Term Asset and Short-Term Liability In the NDX….
What follows are the topics covered in this weekend's note to subscribers. To become a client of Zenolytics Turning...