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...
Something’s Gotta Give

Something’s Gotta Give

As I write, the Dow Jones Industrial Average has managed to close at another record high year to date. What is going on beneath the surface though, has been telling a different story. To illustrate my point, let's do a quick exercise. If you were to take an exam on...

Growth Stock Investing Volume 1 – The Why

Growth Stock Investing Volume 1 – The Why

Since as of late, so much emphasis has been put on the market's rotation out of growth stocks and into value, I wanted to put together a series on growth stock investing. What it is, why it may or may not be right for you, and what one is to expect from this...

A Teachable Moment

A Teachable Moment

The investing game offers up no shortage of teachable moments. It is my job as an advisor to invest client money in such a way that fits their goals and objectives, as well as provide some insight to help them understand what they may come to expect from their...

“The Market” Can Be Beaten

“The Market” Can Be Beaten

Happy President's Day. With three day weekends comes extra time for market research, as well as catching up on all of the financial news I generally miss during the week. This weekend I came across a Forbes Article entitled, "Beating The Market Is Simple But Not Easy"...

Just One Optimist’s Perspective

Just One Optimist’s Perspective

In 2011 I made my first ever trip to New York City. Growing up, we didn't travel to places like that. For a small town Nebraska kid, it seemed out of reach, too expensive, and like somewhere I probably wouldn't fit in. Working for DTN, a market data and analytics...

JSPM-Omaha January 2021Performance Metrics

JSPM-Omaha January 2021Performance Metrics

Good evening. The performance and statistics to follow will cover the JSPM-Omaha Growth Strategy YTD performance through the end of January. Clients invested in this strategy have demonstrated the proper risk tolerance and suitability for this style of investing. A...

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...
Something’s Gotta Give

Something’s Gotta Give

As I write, the Dow Jones Industrial Average has managed to close at another record high year to date. What is going on beneath the surface though, has been telling a different story. To illustrate my point, let's do a quick exercise. If you were to take an exam on...

Growth Stock Investing Volume 1 – The Why

Growth Stock Investing Volume 1 – The Why

Since as of late, so much emphasis has been put on the market's rotation out of growth stocks and into value, I wanted to put together a series on growth stock investing. What it is, why it may or may not be right for you, and what one is to expect from this...

A Teachable Moment

A Teachable Moment

The investing game offers up no shortage of teachable moments. It is my job as an advisor to invest client money in such a way that fits their goals and objectives, as well as provide some insight to help them understand what they may come to expect from their...

“The Market” Can Be Beaten

“The Market” Can Be Beaten

Happy President's Day. With three day weekends comes extra time for market research, as well as catching up on all of the financial news I generally miss during the week. This weekend I came across a Forbes Article entitled, "Beating The Market Is Simple But Not Easy"...

Just One Optimist’s Perspective

Just One Optimist’s Perspective

In 2011 I made my first ever trip to New York City. Growing up, we didn't travel to places like that. For a small town Nebraska kid, it seemed out of reach, too expensive, and like somewhere I probably wouldn't fit in. Working for DTN, a market data and analytics...

JSPM-Omaha January 2021Performance Metrics

JSPM-Omaha January 2021Performance Metrics

Good evening. The performance and statistics to follow will cover the JSPM-Omaha Growth Strategy YTD performance through the end of January. Clients invested in this strategy have demonstrated the proper risk tolerance and suitability for this style of investing. A...