Founder, ZenInvestor
Contributor's Links: 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.

ALL CONTRIBUTIONS

The Zen Ten Letter
In case you missed it, here are my top stock picks for 2021. They're off to a fast start this year, up 11.2% vs. 3.1% for the S&P 500.
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What's Happening Now, And What It May Mean Going Forward
It was a bad week, down 3 out of 5 days. But it wasn't a terrible week, historically speaking. Thanks to the dip-buyers, the market rarely spends much time in negative territory relative to the 1-year trend.
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We Are Now Officially In A Stock Market Bubble
It has often been said that asset bubbles can’t be identified except in hindsight. I disagree. But I do agree that bubbles can continue to inflate for months or years after they are first identified. This is where we are today.
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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
KOL Market Vectors Coal ETF
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
RPG Guggenheim S&P 500 Pure Growth ETF
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 Indices
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 Trust
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 Indices
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 Indices
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 World Funds
VFINX Vanguard Index Trust 500 Index Fund
VGT VANGUARD INFO TECH ETF
VHT VANGUARD HEALTH CARE ETF
VOO VANGUARD FIVE HUNDRED INDEX
VOOG Vanguard Admiral Funds Inc
VOOV Vanguard Admiral Funds Inc
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 Series Trust
XTL SPDR Series Trust
XTN SPDR S&P Transportation ETF
YMLP Exchange Traded Concepts Trust
ZF The Zweig Fund Inc.
ZROZ PIMCO ETF Trust
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PERSONAL BLOG

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Work Experience

Founder & CEO
Conley Investment Group, Inc.
July 2008 - Present (13 years)

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 5 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.

Publications