JMSCapitalGroup

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.

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

Possible Pitfalls of Market Timing

2026-02-02

AllianceBernstein published a chart with a plausible psychological timeline of investment decisions

January Charts and Links

2026-01-19

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

Economic Mixed Signals

2025-12-31

The unemployment, inflation, and GDP reports issued in December provided a somewhat mixed picture as to the state of the economy heading into the new year.

Looking Ahead to 2026

2025-12-01

Will the S&P 500 rise or fall in 2026? We don’t have a crystal ball, and neither does Ben Carlson, but Carlson gives some historical context to market movements over past decades.