JMSCapitalGroup

Good News, (Potential) Bad News on the Economy

2026-06-05

The May jobs report was unexpectedly strong, as nonfarm payrolls grew 172,000, well above

Are There Rising Interest Rates on the Horizon?

2026-05-29

Although President Trump has been hectoring the Fed to lower the federal funds rate for quite some time

May Charts and Links

2026-05-15

Here are some of the writings that caught our attention this past month

The S&P 500 Has Reconcentrated

2026-05-11

For the past year or so we had seen a broadening of the bull market with respect to the S&P 500.

Iran Blockade… Two Weeks or Two Months?

2026-04-24

Last week, President Trump imposed a blockade on Iranian ports.

How High Can Oil Prices Go?

2026-04-06

As the Iran war has unfolded, oil prices have risen considerably.

Quarterly Market Commentary

2026-03-31

1Q 2026 - Key Takeaways, The ongoing bull market continued apace for the first two months of 2026 before hostilities in Iran led to an abrupt reversal in March.

All Quiet on the Fed Front

2026-03-19

As expected, the Fed left interest rates unchanged this week, at 3.50%-3.75%.

Oil Speculation

2026-03-13

There’s been no shortage of analysis and speculation on how the Iran conflict will impact oil prices and other market areas over the short and longer term.

The Ecstasy and the Agony of Single Investments

2026-02-20

Ben Carlson discusses the highs and lows of PayPal, whose gains of over 700% from 2015 to 2021 have now all but evaporated