Joined January 2011
- Tweets 11,924
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- Followers 4,553
- Likes 2,249
751 Photos and videos
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Jan 21
A good reminder.
When I said this in May of last year, the SPX was 1000 points lower.
A year from now it will be 1500 points higher and investors will still be wondering how the markets are climbing when everything is so scary.
x.com/i/status/1928567445742…
30 May 2025
Few understand that the chaos the Trump admin brings to the table creates the perfect combination of offsetting dynamics for vertical upside at this stage of the cycle.
Can count on one hand how many investors understand the power of this dynamic.
Nobody gets what is coming.
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Jun 14
Quoting from today's Turning Points:
The dire outcomes investors have spent much of the year anticipating have failed to
materialize time and time again.
At some point, investors have to begin asking themselves a different question.
What if the primary risk facing markets is no longer the long list of negative outcomes that
everyone can see?
What if the primary risk is that investors remain positioned for outcomes that never arrive?
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Jun 14
Rarely dedicate separate sections to new positions, most often including them in the Portfolio Update section of Turning Points.
This one, however, is deserving of its own section. Plus it is fun to write about because of the dynamics involved. Rarity.
x.com/i/status/2066150203854…
Jun 14
Tomorrow morning we'll be adding two new positions.
One of them offers the kind of asymmetry that rarely appears in public markets.
The opportunity is obvious.
The reason investors are avoiding it is even more obvious.
That tension is precisely what makes it interesting.
Turning Points 606th edition out before Sunday futures open.
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Jun 14
Tomorrow morning we'll be adding two new positions.
One of them offers the kind of asymmetry that rarely appears in public markets.
The opportunity is obvious.
The reason investors are avoiding it is even more obvious.
That tension is precisely what makes it interesting.
Turning Points 606th edition out before Sunday futures open.
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Jun 13
Still no interest in getting back in here.
Not sure when NVDA will break out of its malaise, but when it does expect the upside to be persistent.
No signs yet.
x.com/AMeshkati/status/20589…
May 25
We took profits on our NVDA position in the 223 range the morning before earnings were released.
Below is the May 20th note outlining the challenges NVDA was likely to face following earnings.
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Jun 13
The shifting capital flows causing a peak in precious metals never recovered following the initiation of the Iran war.
No interest in getting involved here until the sector sees a somewhat sustainable bid.
x.com/AMeshkati/status/20350…
Mar 20
Took profits on precious metals in early March due to the prospect of shifting capital flows as some of the largest hoarders of gold, namely China and Russia, dealt with an energy market turned upside down.
Also, the prospect of relative outperformance from competing assets while capital markets deal with an entirely new set of variables makes mature commodity trends less stable.
Our largest position up 5% this week. A tremendous victory - all things considered.
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Jun 13
Semiconductors back to the top of the leadership on Inflection Points.
Some interesting names in the top 15.
app.zenolytics.com
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Jun 13
We have crossed the Rubicon.
The next phase of AI development is becoming too powerful for broad public consumption.
The ultra wealthy, large corporations, and major governments will see disproportionate advantages, as a result.
x.com/i/status/2065597531644…
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Jun 11
This is an important spot for investors to get right.
Will have another note delivered prior to the market open tomorrow.
We remain in a substantial cash position as of the close today.
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Jun 10
Portfolio Update to be executed on the open tomorrow morning coming to your inboxes shortly.
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Jun 9
We moved to our largest cash position since April yesterday.
Currently sitting at more than 50% cash.
An excerpt from this past Sunday's Turning Points.
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Jun 7
The question investors now face is how to approach the market after a key target was met with remarkable precision, only to be followed by one of the sharpest NDX reversals in recent memory.
Today's Turning Points examines the next set of steps.
x.com/AMeshkati/status/20636…
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Jun 7
162 points off.
Need to work on this.
x.com/AMeshkati/status/20535…
May 10
That's about right.
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Jun 7
A follow up to this post from a month ago.....
x.com/AMeshkati/status/20535…
May 10
An excerpt from the April 26th Turning Points when the NDX was 2000 points lower.
We can see the NDX is on track to hit the target level mentioned, right above 30000.
If you're looking for a resistance level....this is the one to watch.
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Jun 6
"They only shake the tree hard when there is something good at the top" has never been more relevant than now.
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Jun 5
Today created a number of outcomes that now appear increasingly inevitable over the next two months.
Most importantly, it created an accelerant effect on both price and time.
The destination remains the same, however,
the speed at which the market gets there just shifted dramatically.
This Sunday's Turning Points will provide a full rundown.
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Zenolytics retweeted
May 14
I used to believe a parabolic market that only gains in velocity would inevitably turn everyone bullish.
This has recently changed, however.
I now believe that the degree of velocity on the upside will be so great, with intermittent downside volatility so severe that this market will keep everyone sidelined beyond SPX 8000, 15000 and so on due to both disbelief and fear stirring emotions simultaneously.
The greatest bull market ever will also prove to be the greatest missed opportunity for a vast majority.
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Jun 5
Today's move down only further enhances the upside.
Market is rushing.
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Jun 5
RT @AMeshkati: Today's high for the NDX?
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An excerpt from this Sunday's Turning Points.
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