RARE AIR

RARE AIR

Like so many other kids growing up in my generation, Michael Jordan was a hero. Perhaps said better, Michael Jordan was THE hero. I collected his trading cards, had his VHS tapes and his jerseys, and his posters lined my bedroom wall. In the 1995-1996 NBA season the Chicago Bulls set the then NBA record [...]
Short Term Caution Warranted

Short Term Caution Warranted

Good Morning. And there you have it; the benchmark S&P 500 index has made a new all time high. I saw headlines in the local news and several non-financial media outlets that against all odds, stocks have V recovered. This is not a bad thing of course, unless you sat on the sidelines and missed [...]
JSPM-OMAHA Growth Model Portfolio Takes Flight

JSPM-OMAHA Growth Model Portfolio Takes Flight

Hello again. In the past few weeks I have been hard at work building my first portfolio model under the JSPM Brand. As of this week, the portfolio is up and running and the first several clients have been transferred in. The portfolio is an equity growth strategy designed to generate an above-average, risk-adjusted rate [...]
HALFWAY

HALFWAY

“Long is the way and hard, that out of Hell leads up to light.” ― John Milton, Paradise Lost I'm certain I have started at least one blog post with the quote above in the past. That is perfectly fine as its relevance cannot be understated, especially with respect to the year 2020. Because this is a [...]
Exaggerated Moves

Exaggerated Moves

It comes as no surprise the record levels of volatility in the markets we've witnessed throughout 2020. A pandemic which artificially shut down the global economy, unprecedented moves in crude oil futures, global central bank policies adding massive amounts of liquidity to markets, and the arrival of tens of thousands of new hopeful day traders [...]
Summer Trade Commences

Summer Trade Commences

Welcome to June. It is hard to believe that summer trade is upon us. With everything that has happened thus far in 2020, I feel as though I've lived through the equivalent of 2 years in just 5 months. In a lot of ways, the past several months have been a blur. It feels like [...]