by Trent Smalley, CMT | Aug 29, 2021 | Investing, JSPM Registered Investment Advisor
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,...
by Trent Smalley, CMT | Jul 27, 2021 | Investing, Stock Market Analysis
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...
by Trent Smalley, CMT | Jul 15, 2021 | Investing
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...
by Trent Smalley, CMT | Jun 28, 2021 | Stock Market Commentary
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...
by Trent Smalley, CMT | Jun 8, 2021 | Stock Market Commentary
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....
by Trent Smalley, CMT | May 27, 2021 | Investing
One hundred and twenty five years ago today, the Dow Jones Industrial Average made its debut. It has risen an average of 7.69% each year and notched 1,464 record closes, according to Dow Jones Market Data. It climbed above 100 in 1906, topped 1000 in 1972 and crossed...
by Trent Smalley, CMT | May 18, 2021 | Investing
So often lost in the day to day or week to week noise of endless stock market gyrations, is the realization that you may already be in posession of a “multibagger.” In “One Up On Wall Street” the famous investor Peter Lynch coined the term to...
by Trent Smalley, CMT | May 14, 2021 | Investing
“If you cant stomach 50% declines in your investment, you’ll get the mediocre returns that you deserve.” – Charlie Munger, Vice Chairman, Berkshire Hathaway Investing is simple, but it’s anything but easy. I look for companies in their...
by Trent Smalley, CMT | May 10, 2021 | Stock Market Analysis
“Its just money; its made up. Pieces of paper with pictures on it so we don’t have to kill each other just to get something to eat. It’s not wrong. And it’s certainly no different today than its ever been. 1637, 1797, 1819, 37, 57, 84, 1901,...
by Trent Smalley, CMT | Apr 27, 2021 | Investing
Over the past twenty years, the investment landscape has seen the mass adoption of exchange traded funds. ETFs offer investors a simple way to achieve exposure to underlying indexes both in and outside of the U.S. as well as diversification across multiple subsectors...