Zen Investor

02/04/2026

The stock market bubble is about to burst.

09/27/2025

Eaton Corporation (ETN) is an industrial powerhouse. It sells electrical components to data centers and utilities - two of the sweet spots for the AI infrastructure buildout.

I looked at ETN's history and performance metrics, and I like what I see. Check it out if you have a few minutes.

09/05/2025

Corcept Therapeutics (CORT) is growing faster than the market, and it's reasonably priced. Consider adding it to your healthcare allocation. (But only after you do your own research.)

09/03/2025

https://www.ibtimes.com/how-t-erik-conleys-lifelong-passion-investment-market-sparked-mission-empower-everyday-3782414

08/20/2025

Behind the Pick: Eli Lilly (LLY) – Confidence in the Dip

Welcome to the first edition of our new series, Behind the Pick, where every stock recommendation becomes a lesson in disciplined investing. This isn’t just about what to buy—it’s about how to think.

Quick Snapshot

Metric Value
Ticker LLY
Sector Healthcare
Market Cap ~$621B
Valuation Forward P/E: ~23
Risk Rating Moderate
Behavioral Flag Loss Aversion

This pick isn’t about chasing highs. It’s about understanding conviction when the crowd pulls back.

Why It’s on the Radar
• Shares fell ~27% after disappointing trial results for its oral weight-loss drug.
• Despite the drop, insiders—including the CEO and CFO—bought over $4M in shares.
• Analysts still forecast a 31% upside from current levels.
• Eli Lilly’s pipeline in diabetes, oncology, and immunology remains robust.

The Principle at Play

Lesson: Buying into quality during temporary dislocation
• Fundamentals remain strong—this is a sentiment-driven dip.
• A classic case of separating signal from noise.
• Teaches investors to look past headlines and assess long-term value.

Behavioral Finance Angle

Bias Watch: Loss Aversion
• Investors often overreact to bad news after a strong run-up.
• Insider buying signals rational confidence, not emotional panic.
• Ask yourself: Are you avoiding this stock because of fear, or because of facts?

Portfolio Fit

This is a high conviction hold, not a speculative trade.
• Ideal for a core healthcare allocation with growth tilt.
• Balances well against cyclical or tech-heavy exposure.
• Consider a 2–4% allocation with a 12–18-month horizon.

Zen Score™

Category Score (1–10)
Valuation Discipline 6
Risk Management 8
Behavioral Alignment 9
Portfolio Fit 8

Zen Score helps investors stay grounded—especially when the market isn’t.

Takeaway

Behind every pick is a principle. Behind every principle is a path to mastery.

Eli Lilly reminds us that price isn’t the only signal. Insider conviction, pipeline strength, and behavioral discipline matter more than headlines.

Call now to connect with business.

08/20/2025

I’m kicking off a new series called Behind the Pick—where I share a stock I like and walk through the thinking behind it. Not just charts and hype, but the real stuff: strategy, psychology, and how it fits into a disciplined portfolio.

First one’s coming soon. If you’re curious about how pros actually think through investments (and not just chase the next shiny thing), you’ll like this.

Call now to connect with business.

08/11/2025

Most DIY investors are flying blind.

I recently worked with someone who had nearly half a million dollars spread across six accounts. When I asked about his investment strategy, he said: "Buy good companies and hold forever."

That's not a strategy. That's a wish.

Meanwhile, every financial advisor uses the same systematic framework for million-dollar + portfolios: a written Investment Policy Statement (IPS) that removes emotion from every investment decision. And they get paid a handsome fee for their efforts.

I just launched a completely free, 6-day email mini course that teaches you to build the exact same professional-grade IPS framework - no advisor fees required.

Each day, I send you a new lesson. The lessons take about 15 minutes to complete.

You'll learn:
✅ How to define investment objectives like a pro
✅ Strategic asset allocation that actually works
✅ Professional investment selection criteria
✅ Buy-Sell-Hold rules that remove emotion
✅ How to stick with your plan during market chaos

By day 6, you'll have a complete investment constitution that rivals what advisors create for their wealthiest clients.

The Professional IPS Blueprint: 6-Day Email Course

Enroll Now – It’s Free! https://www.zeninvestor.org/the-ips-mini-course/

Professional-grade investment education for serious investors.

07/29/2025

Why your emergency fund might be too big (and what to do with the extra)

07/26/2025

Just posted my latest 1-Minute Market Report. If you were too busy with other things to pay attention to what was happening in the market, this report is perfect for you. Short and to the point. Lots of visuals and light on the verbiage. Check it out, it's free.

06/12/2023

The new bull market is here, and it's more durable than you might think. Read my latest post to find out why.

The S&P 500 has risen more than 20% from its October 2022 low and entered a new bull market.

02/15/2023

the latest issue of my 1-Minute Market Report has been published.

In today's issue of the 1-Minute Market Report I examine the market bounce since the October low, and highlight the areas of the market that are leading the way higher.

01/03/2023

My top ten picks for 2023 are now available for viewing.

Every year around this time I publish a list of top stocks for the next 12 months. This is the 2020 edition.