Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Friday’s markets were mixed. The Nasdaq Composite carried +0.81%. The Dow dipped -0.28%. Consumer discretionary advanced +2.11%. Communications gained...

Happy Sunday. My brother and sister in law – Adam Nach and Beth Jo Zeitzer – were honored by the Phoenix JCC last night for their years of work helping both building and growing the JCC and community. My wife Ellen was the co-chair of the...

Welcome Friends,  Here’s an assortment of posts shared this week on Trends with Friends. Let’s dive in… SOCIAL LEVERAGE SATURDAY’S Highlights: Troon Access GL Championship, Final Round | Golf Channel Howard Lindzon shares updates about Social...

Markets Vocal market bears are dropping like flies. (ft.com) How to think about strategists’ one-year S&P 500 price targets. (tker.co) Strategy Four types of investment mistakes including ‘Holding onto a loser for too...

Here’s a preview of what we’ll cover this week:  Macro: The Goldilocks Economy, Trade Deficits Explained, American Exceptionalism Continues, What happens after a strong US Dollar Rally?, International P/E vs USA P/E Markets & Psychology: What to Expect...

Top clicks this week Vanguard wants investors to shift from cash into fixed income before its too late. (riabiz.com) There is no escaping the math on leveraged ETFs. (linkedin.com) It’s hard to make the math on hedge funds add up....

The Bigger Picture, December 8, 2024 I’ve long discussed the ongoing ‘threading the needle’ exercise between the US and China on geopolitical issues, and of course limiting access to key US tech and AI chip technologies to China. This will likely...

Sign up to receive Surface Area or follow me on Linkedin or Twitter. Book a meeting here to talk about ghostwriting from my agency, Principals Media. Eighty three years ago today Pearl Harbor was attacked. The next day President Franklin D....

Good afternoon. I get a lot of requests to share updates from/about our portfolio companies and SPV’s that we have led over the years. While we share them by email with LP’s, many would prefer more regular updates as they happen here in my newsletter so...

Crypto After a record-breaking performance for Asymmetric in November, it is incredibly difficult to narrow down the list of topics to cover in this month’s Asymmetric Market Update™️. Sure, everyone knows what happened with the election, the new...