Thursday, June 16, 2022 8:34 PM EDT
Today the market landed with another thud and the rubble bounced.
Founder, ZenInvestor
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ZenInvestor
Trader, analyst & portfolio manager, from 1975 - 2001. Former head of equity trading, Northern Trust Bank, Chicago. Now a private investor, teacher, trainer, mentor, market historian, and perpetual student of all things related to the stock market and excellence in investing.
Trader, analyst & portfolio manager, from 1975 - 2001. Former head of equity trading, Northern Trust Bank, Chicago. Now a private investor, teacher, trainer, mentor, market historian, and perpetual student of all things related to the stock market and excellence in investing.
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The One-Minute Market Report – Sunday, June 12
Sunday, June 12, 2022 5:20 PM EDT
This report is tailored for those who want a recap of what's going on without the usual fluff and filler. I focus on the main drivers of the current market action, and offer some commentary along the way. Let's look at what happened this past week.
The Case For Buying The Dip
Monday, May 16, 2022 4:07 AM EDT
The case for buying the dip is based on the availability of undervalued assets in a market that has suffered indiscriminate selling.
Market X-Ray – The Story Behind The Numbers
Saturday, April 30, 2022 6:40 PM EDT
The market X-ray shows that bonds have been the most resilient of the major indices so far this year. In years past, bonds would be showing a small gain during a turbulent market, but they are down 10% this year. Let's take a closer look.
Market Recap - Saturday, April 16
Saturday, April 16, 2022 9:39 PM EDT
The U.S. will likely avoid a recession this year, but the picture may change in 2023.
Market Recap - An Impressive Rally
Friday, March 18, 2022 8:17 PM EDT
The S&P 500 has rallied 6.9% over the past four days. The rally is impressive, but we're still not out of the woods.
Comments
STOCKS I FOLLOW
| CLS | Celestica Inc. |
| ECPG | Encore Capital Group Inc |
| FNDA | Schwab Fundamental US Small Company ETF |
| FPX | First Trust IPOX-100 Index Fund |
| FTA | First Trust Large Cap Value Opportunities AlphaDEX Fund |
| FTEC | Fidelity MSCI Information Tech ETF |
| FUGAX | Fidelity Advisor Utilities Cl A |
| FUTY | Fidelity MSCI Utilities ETF |
| FWDD | Madrona Domestic |
| FXG | First Trust Consumer Staples AlphaDEX Fund |
| FXL | First Trust Technology AlphaDEX Fund |
| FXN | First Trust Energy AlphaDEX Fund |
| FXU | First Trust Utilities AlphaDEX Fund |
| FXZ | First Trust Materials AlphaDEX Fund |
| GSC | GS Connect S&P GSCI Enhanced Commodity Total Return Strategy Index ETN |
| GSG | iShares S&P GSCI Commodity-Indexed Trust |
| GSP | iPathSM S&P GSCI Total Return Index ETN |
| GSY | GUGGENHEIM ENHANCED ULTRA-SH |
| GUNR | FlexShares Trust |
| GUT | The Gabelli Utility Trust |
| HEWU | iShares Currency Hedged UK ETF |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF |
| HYG | iShares iBoxx $ High Yield Corporate Bond Fund |
| HYS | PIMCO ETF Trust |
| IBB | iShares Nasdaq Biotechnology Index Fund |
| IDU | iShares Dow Jones U.S. Utilities Sector Index Fund |
| IGM | iShares S&P GSTI Technology Index Fund of iShares Trust |
| IHI | iShares Dow Jones U.S. Medical Devices Index Fund |
| IJJ | iShares S&P MidCap 400 Value Index Fund |
| ILF | iShares S&P Latin America 40 Index |
| INCO | EGShares India Consumer ETF |
| ITA | iShares Dow Jones U.S. Aerospace & Defense Index Fund |
| ITB | iShares Dow Jones U.S. Home Construction Index Fund |
| IVE | iShares S&P 500 Value Index Fund |
| IVV | iShares S&P 500 Index Fund |
| IVW | iShares S&P 500 Growth Index Fund |
| IWL | iShares Trust |
| IWM | iShares Russell 2000 Index Fund |
| IWN | iShares Russell 2000 Value Index Fund |
| IXJ | iShares S&P Global Healthcare Sector Index Fund |
| IYC | iShares Dow Jones U.S. Consumer Services Sector Index Fund |
| IYM | iShares Dow Jones U.S. Basic Materials Sector Index Fund |
| IYW | iShares Dow Jones U.S. Technology Sector Index Fund |
| IYZ | iShares Dow Jones U.S. Telecommunications Sector Index Fund |
| JHMA | JHancock Multifactor Energy ETF |
| JHML | JHancock Multifactor Large Cap ETF |
| JHMT | JHancock Multifactor Technology ETF |
| JHMU | JHancock Multifactor Utilities ETF |
| JJN | iPath Series B Bloomberg Nickel Subindex Total Return ETN |
| JKD | iShares Morningstar Large Core Index Fund |
| JO | iPath Series B Bloomberg Coffee Subindex Total Return ETN |
| KBWP | PowerShares Exchange-Traded Fund Trust II |
| KNOW | Direxion All Cap Insider |
| LL | Lumber Liquidators Holdings Inc. |
| LTL | ProShares Ultra Telecommunications |
| LYG | Lloyds Banking Group plc |
| MATF | iShares Edge MSCI Multifactor Materials |
| NINI | iPath Pure Beta Nickel ETN |
| OIH | Oil Service HOLDRS |
| OIL | iPath B S&P GSCI Crude Oil TR ETN |
| OLEM | Barclays Bank PLC |
| OTPIX | Nasdaq-100 Profund Investor Class |
| PEO | Petroleum & Resources Corporation |
| PEY | PowerShares High Yield Equity Dividend Achievers Portfolio |
| PICK | iShares MSCI Global Metals & Mining Producers ETF |
| PJP | PowerShares Dynamic Pharmaceuticals Portfolio |
| PKB | PowerShares Dynamic Building & Construction Portfolio |
| PNQI | PowerShares Nasdaq Internet Portfolio |
| PPA | PowerShares Aerospace & Defense Portfolio |
| PPLC | PortfolioPlus S&P 500 ETF |
| PPSC | Direxions PortfolioPlus S&P Small Cap ETF |
| PRF | Powershares FTSE RAFI US 1000 Portfolio |
| PSCH | PowerShares S&P SmallCap Health Care Portfolio |
| PSL | PowerShares Dynamic Consumer Staples Sector Portfolio |
| PSQ | ProShares Short QQQ |
| PST | ProShares UltraShort Lehman 7-10 Year Treasury ETF |
| QGBR | SPDR MSCI United Kingdom StratFacts ETF |
| QID | ProShares UltraShort QQQ |
| QLD | ProShares Ultra QQQ |
| QQEW | First Trust NASDAQ |
| QQQ | PowerShares QQQ Trust Series 1 |
| QQQE | Direxion Trust |
| QQXT | First Trust NASDAQ - 100 Ex |
| QTEC | First Trust NASDAQ - 100 |
| REMX | VanEck Vectors Rare Earths/Strategic Metals ETF |
| REW | ProShares UltraShort Technology |
| RINF | ProShares Inflation Expectations ETF |
| RJN | ELEMENTS Rogers Energy ETN |
| ROM | ProShares Ultra Technology ETF |
| ROOF | General Roofing Systems Inc |
| RPV | Rydex S&P 500 Pure Value ETF |
| RSP | Rydex S&P Equal Weight ETF |
| RSX | MARKET VECTORS RUS ETF |
| RTH | Market Vectors Retail ETF |
| RTM | Rydex S&P Equal Weight Materials ETF |
| RWM | ProShares Short Russell2000 |
| RYARX | Rydex Series Fds Inverse S&P 500 Strategy Fund |
| RYRSX | Rydex Dynamics Fds Russell 2000 2X Strategy Fun |
| RYT | Rydex S&P Equal Weight Technology ETF |
| RYU | Rydex S&P Equal Weight Utilities ETF |
| SBM | PROSHARES SHORT BASIC MATERI |
| SBUS | ETFS Diversified-Factor US Large Cap |
| SCAP | AdvisorShares Cornerstone Small Cap ETF |
| SCHX | SCHWAB US LARGE CAP ETF |
| SDOG | ALPS ETF Trust |
| SDOW | ProShares Ultrapro Short Dow 30 |
| SDP | ProShares UltraShort Utilities |
| SDS | ProShares UltraShort S&P500 |
| SGC | Superior Uniform Group Inc. |
| SH | ProShares Short S&P500 |
| SIL | Global X Silver Miners ETF |
| SMH | Semiconductor HOLDRs Trust |
| SMLL | Direxion Daily Small Cap Bull 2X ETF |
| SMN | ProShares UltraShort Basic Materials ETF |
| SPDN | Direxion Daily S&P 500 Bear 1X ETF |
| SPHD | PowerShares S&P 500 High Div Portfolio |
| SPLX | UBS ETRACS M Reset 2xLvg S&P 500 TR ETN |
| SPSM | SPDR Portfolio Small Cap ETF |
| SPUU | Direxion Daily S&P 500 Bull 2X ETF |
| SPVU | PowerShares S&P 500 Value |
| SPXE | ProShares S&P 500 ex-Energy |
| SPXL | Direxion Daily S&P500 Bull 3X ETF |
| SPXN | ProShares S&P 500 ex-Financials |
| SPXS | Direxion Daily S&P500 Bear 3X ETF |
| SPXT | ProShares S&P 500 ex-Technology |
| SPXU | ProShares UltraPro Short S&P 500 ETF |
| SPXV | ProShares S&P 500 ex-Health Care |
| SPY | SPDR S&P 500 |
| SPYG | SPDR Portfolio S&P 500 Growth ETF |
| SPYV | SPDR Portfolio S&P 500 Value ETF |
| SQQQ | ProShares UltraPro Short QQQ |
| SRTY | ProShares UltraPro Short Russell 2000 |
| SSO | ProShares Ultra S&P500 |
| SYE | SPDR MFS Systematic Core Equity ETF |
| TAGS | Teucrium Agricultural ETF |
| TAN | Guggenheim Global Solar Energy Index ETF |
| TBF | PROSHARES TR 20+YR TRSY |
| TCHF | iShares Edge MSCI Multifactor Technology |
| TECL | Direxion Daily Technology Bull 3X ETF |
| TECS | Direxion Daily Technology Bear 3X ETF |
| TECZ | TECHNIPOWER SYSTEMS |
| TNA | Direxion Small Cap Bull 3x Shares |
| TQQQ | ProShares UltraPro QQQ |
| TTFS | TrimTabs Float Shrink ETF |
| TWM | ProShares UltraShort Russell2000 |
| TZA | Direxion Small Cap Bear 3x Shares |
| UDOW | ProShares UltraPro Dow 30 |
| UDPIX | Ultra Dow 30 Profund Investor Class |
| UNG | United States Natural Gas Fund LP |
| UPRO | ProShares UltraPro S&P 500 ETF |
| UPW | ProShares Ultra Utilities |
| URA | Global X Uranium ETF |
| URTY | ProShares UltraPro Russell2000 |
| USA | Liberty All-Star Equity Fund |
| USL | United States 12 Month Oil Fund, LP |
| USO | United States Oil Fund, LP |
| USSD | WisdomTree Strong Dollar US Equity ETF |
| UTG | Reaves Utility Income Fund |
| UTLF | iShares Edge MSCI Multifactor Utilities |
| UWM | ProShares Ultra Russell 2000 |
| UYM | ProShares Ultra Basic Materials ETF |
| VAW | Vanguard Materials ETF |
| VCR | Vanguard Consumer Discretionary ETF |
| VDC | Vanguard Consumer Staples Index Fund ETF Shares |
| VFINX | Vanguard Index Trust 500 Index Fund |
| VGT | Vanguard Information Technology Index Fund ETF Shares |
| VHT | VANGUARD HEALTH CARE ETF |
| VOO | VANGUARD FIVE HUNDRED INDEX |
| VOOG | Vanguard S&P 500 Growth ETF |
| VOOV | Vanguard S&P 500 Value ETF |
| VOX | Vanguard Telecommunication Services ETF |
| VPU | Vanguard Sector Index Funds |
| VTWO | Vanguard Russell 2000 ETF |
| VV | Vanguard Large-Cap ETF |
| VXX | iPath S&P 500 VIX Short-Term FuturesTM ETN |
| WEAT | Teucrium Wheat Fund |
| XAR | SPDR S&P Aerospace & Defense ETF |
| XHB | SPDR S&P Homebuilders ETF |
| XHE | SPDR Series Trust |
| XHS | SPDR Series Trust |
| XITK | SPDR FactSet Innovative Technology ETF |
| XLB | Materials Select Sector SPDR |
| XLK | Technology Select Sector SPDR |
| XLU | Utilities Select Sector SPDR |
| XLY | Consumer Discretionary Select Sector SPDR ETF |
| XME | SPDR S&P METALS & MINING |
| XNTK | SPDR NYSE Technology ETF |
| XSW | SPDR S&P Software & Services ETF |
| XTL | SPDR Series Trust |
| XTN | SPDR S&P Transportation ETF |
| YMLP | Exchange Traded Concepts Trust |
| ZF | The Zweig Fund Inc. |
| ZROZ | PIMCO ETF Trust |
TWEETS
PERSONAL BLOG
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Work Experience
| Founder & CEO | |
| Conley Investment Group, Inc. | |
| July 2008 - Present (14 years 3 months) | |
|
Private investing coach; custom portfolio design; investment planning and strategy; portfolio evaluations; unbiased second opinions; offer highly tailored advice and counsel to investors who want to improve their investing outcomes. |
| Founder & CEO | |
| Zen Investor NFP | |
| 2009 - 2016 (7 years 8 months) |
| Investment Counselor | |
| UBS Financial | |
| October 2005 - July 2008 (2 years 10 months) | |
|
Gave advice and guidance to high net worth clients in the Private Bank at UBS, one of the top global wealth managers. |
| Head of Equity Trading | |
| Northern Trust | |
| February 1995 - July 2001 (6 years 7 months) | |
|
Responsible for the execution of equity orders for the Personal Trust Department, Northern Mutual Funds , and High Net Worth clients. |
Education
| University of Wisconsin-Milwaukee | |
| MBA | |
| 1973 / 1974 | |
| Macroeconomics Continued to enhance and improve the recession forecasting model, using better tools and resources available in an MBA environment. |
| Marquette University | |
| Bachelor's degree | |
| 1966 / 1972 | |
| Business Administration, Management and Operations Was part of a team that developed a recession forecasting model. Backtesting showed it to be 95% accurate. Now, 30 years later, it has lived up to that benchmark, having predicted 4 out of 4 recessions since 1975 with no false signals. |
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