Anyone else enjoying this months edition of Zeal Intelligence as much as I am?
They didn’t make any reccomendations this month, and instead are talking about how hard it is to stay out of the market waiting for corrections as a speculator.. I think Adam Hamilton is a genius and feel so refreshd after reading what he writes.
Quote from this months newsletter..
What does this mean for us? It means that as you and I choose to buy fundamentally very expensive gold stocks weare no longer contrarians. We have become the same kind of momentum players that we used to make fun of for theirvaluation-decoupled tech-stock antics in the early 2000s.
Zeal has made their name in part through bullishness on miners and metals.. now it appears they’re holding out for a metals correction while waiting it out in the energy sector. I think it’s pretty swell, that they regularly reflect and question their own strategies.. he admits he has emotions and might be romancing certain speculations, but he balances it against fundamentals and specualation.. Being open they way they are is why I have so much trust and respect for Zeal.
Anyone else have thoughts on this months newsletter?