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...