James CakmakinClockwise Capital2023: The Year of Transition from Upside Down to Right Side UpAs we move into 2023 the door is finally open for a return to “normal”.7 min read·Jan 4, 2023----
James CakmakinClockwise Capital2022 Revisited: Why the Dow Delivered and the NASDAQ Didn’tYou know it’s a tough environment when choosing cash or betting against the broader indices are the only successful strategies.7 min read·Jan 4, 2023----
James CakmakinClockwise CapitalThe Future of Tech Investing: Platforms, Not ServicesBuy Platforms. Sell Services.5 min read·Oct 4, 2022----
James CakmakinClockwise CapitalForget About Roku, Netflix Needs SpotifyNetflix acquiring Spotify solves two sets of problems for the price of one.6 min read·Jun 9, 2022----
James CakmakinClockwise CapitalAmazon: End of Days or Still “Day One”?Can they still deliver the goods?12 min read·May 11, 2022----
James CakmakinClockwise CapitalAs Markets Capitulate, “Tech” Stocks Still Present the Best BetThis happens in every correction.6 min read·Apr 27, 2022----
James CakmakinClockwise CapitalWhat Investors Are Getting Wrong (and Missing) About 2022 Markets2021 was a difficult year for investors. This year should prove just as challenging, if not more.7 min read·Jan 3, 2022----
James CakmakinClockwise CapitalHow Investing Thematically Helps Navigate Rising ValuationsAs valuations stretch, investing thematically increasingly matters over historical valuation metrics.5 min read·Aug 2, 2021----
James CakmakinClockwise CapitalFor Sound Investing Post-Corona…Listen to SnoopCompanies that help us manage this distributed world will be the winners.6 min read·Jun 2, 2021----
James CakmakinClockwise CapitalInflation Ahead, but Tech Trends Will Persist No Matter WhatBy James Cakmak and Ryan Guttridge4 min read·Apr 30, 2021----