Invest with MEH
A real-time read on the US economy, and a live, real-money agentic portfolio. Two views into the same research — pick one below.
MEHdicator Index
A daily-updated gauge of US economic conditions — real activity, credit markets, monetary regime, and the speculation-vs-reality gap.
Live Portfolio
Real money, real Robinhood account. Momentum and mean-reversion equity sleeves, rebalanced automatically, tracked live.
AsyMEHtric is a one-person research and trading operation, built around a simple premise: publish the process, not just the conclusions.
The Agentic Portfolio trades real capital in a real Robinhood account — momentum and mean-reversion equity sleeves, rebalanced on a fixed schedule, no cherry-picking the good weeks. The MEHdicator applies the same discipline to the macro backdrop: hard data and market prices, no surveys or narrative.
Longer-form work — company deep dives, event-driven trades, and the occasional macro rant — runs on Substack.