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...
Are You Prepared For The Next Market Crash?

Are You Prepared For The Next Market Crash?

The title alone will ensure a spike in readership. Fear, uncertainty, and doubt garner clicks especially when it comes to the financial markets. Higher clicks is not my goal however, and never has been. Long time followers of this blog know I always speak rationally,...

A Sure Fire Strategy… To Lose Longterm

A Sure Fire Strategy… To Lose Longterm

With every new endeavor, lessons are learned. While sometimes painful in the short term, they serve to lay the foundation of forthcoming success which could only happen had these obstacles not occured. I've been an advisor and portfolio manager with Ryan Morse, CMT,...

And It Begins…

And It Begins…

The last week of July marks the start of earnings season for many growth stocks. Soon we will hear from companies like Apple, Microsoft, Google, and Amazon. From a long term investment standpoint, one quarter is relatively insignificant. It does however give us a...

Your Financial Future Depends Upon This

Your Financial Future Depends Upon This

Chances are, you have heard the word "inflation" used ad nauseam as of late. Even outside of finance circles, this term is making the rounds. Someone told me the term even came up on "The View" this morning. It's good to know that Whoopi and company have their...

Congratulations, You Did It.

Congratulations, You Did It.

A congratulations is in order. You weathered the storm that reared its ugly head in the first half of 2021. This is a storm that we predicted back at the end of 2020. Remember? (Excerpt from "Times Like These") - December 23, 2020 The JSPM-Omaha Growth Strategy went...

Maybe 50% Was Enough

Maybe 50% Was Enough

Over the course of the last month, we have started to witness some tradeable lows in a wide range of growth stocks which we cover. Nearly all of the core positions in the JSPM-Omaha Growth strategy reported strong Q1 numbers, with many beating and raising guidance....

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...
Are You Prepared For The Next Market Crash?

Are You Prepared For The Next Market Crash?

The title alone will ensure a spike in readership. Fear, uncertainty, and doubt garner clicks especially when it comes to the financial markets. Higher clicks is not my goal however, and never has been. Long time followers of this blog know I always speak rationally,...

A Sure Fire Strategy… To Lose Longterm

A Sure Fire Strategy… To Lose Longterm

With every new endeavor, lessons are learned. While sometimes painful in the short term, they serve to lay the foundation of forthcoming success which could only happen had these obstacles not occured. I've been an advisor and portfolio manager with Ryan Morse, CMT,...

And It Begins…

And It Begins…

The last week of July marks the start of earnings season for many growth stocks. Soon we will hear from companies like Apple, Microsoft, Google, and Amazon. From a long term investment standpoint, one quarter is relatively insignificant. It does however give us a...

Your Financial Future Depends Upon This

Your Financial Future Depends Upon This

Chances are, you have heard the word "inflation" used ad nauseam as of late. Even outside of finance circles, this term is making the rounds. Someone told me the term even came up on "The View" this morning. It's good to know that Whoopi and company have their...

Congratulations, You Did It.

Congratulations, You Did It.

A congratulations is in order. You weathered the storm that reared its ugly head in the first half of 2021. This is a storm that we predicted back at the end of 2020. Remember? (Excerpt from "Times Like These") - December 23, 2020 The JSPM-Omaha Growth Strategy went...

Maybe 50% Was Enough

Maybe 50% Was Enough

Over the course of the last month, we have started to witness some tradeable lows in a wide range of growth stocks which we cover. Nearly all of the core positions in the JSPM-Omaha Growth strategy reported strong Q1 numbers, with many beating and raising guidance....