Impeccably Timed

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...
JSPM Weekend Research

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

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...
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...