Research
Research
Impeccably Timed
It was late fall of 2019 when plans were set in motion to professionally manage money. I'd already had over 12 years of experience in markets and had been through a financial crisis in 2008-2009, and a double dip recession fear or two, and a late 2018 taper tantrum....
Unique Risks & Unique Opportunities
As another earnings season prepares to draw to a close, we at JSPM LLC wanted to put together a post outlining some of the unique risk/reward opportunities we have our eye on as we move into spring. As you are all well aware, the markets have gotten off to a rocky...
JSPM Weekend Research
The first three-day weekend of 2022 is upon us, with both the equities and bond markets closed on Monday for Martin Luther King Jr. Day. In past years over these long weekends, I have put out research notes that I hope serve to lay out a roadmap for where markets may...
Slim Pickens
In just one week into the new year, we find ourselves in a bit of an uneasy predicament with regards to the overall market landscape. One exercise I have done for years now is to take a look at where money is rotating to in the first couple of weeks of the year. I...
Stock Spotlight: West Pharmaceutical Services
Hello all, and welcome to 2022! A long time reader of OmahaCharts recently brought to my attention that I rarely blog about individual stocks anymore. In the old days, this site catered more to traders. In the old days I myself was more of a "trader." My transition...
The State of the Market
As we prepare to round out the year 2021, I wanted to put together a post going over the state of the market as it stands today. In a year marked by fierce rotation, headline risk, and bursts of volatility, it has been challenging to lay out any kind of a roadmap...
Research
Research
Impeccably Timed
It was late fall of 2019 when plans were set in motion to professionally manage money. I'd already had over 12 years of experience in markets and had been through a financial crisis in 2008-2009, and a double dip recession fear or two, and a late 2018 taper tantrum....
Unique Risks & Unique Opportunities
As another earnings season prepares to draw to a close, we at JSPM LLC wanted to put together a post outlining some of the unique risk/reward opportunities we have our eye on as we move into spring. As you are all well aware, the markets have gotten off to a rocky...
JSPM Weekend Research
The first three-day weekend of 2022 is upon us, with both the equities and bond markets closed on Monday for Martin Luther King Jr. Day. In past years over these long weekends, I have put out research notes that I hope serve to lay out a roadmap for where markets may...
Slim Pickens
In just one week into the new year, we find ourselves in a bit of an uneasy predicament with regards to the overall market landscape. One exercise I have done for years now is to take a look at where money is rotating to in the first couple of weeks of the year. I...
Stock Spotlight: West Pharmaceutical Services
Hello all, and welcome to 2022! A long time reader of OmahaCharts recently brought to my attention that I rarely blog about individual stocks anymore. In the old days, this site catered more to traders. In the old days I myself was more of a "trader." My transition...
The State of the Market
As we prepare to round out the year 2021, I wanted to put together a post going over the state of the market as it stands today. In a year marked by fierce rotation, headline risk, and bursts of volatility, it has been challenging to lay out any kind of a roadmap...