JPS Global Investments Market Update: What (not) to do when confronted with a bear market
Markets sure have been volatile and in the red this year and are now officially in bear market territory (a decline of 20% from the high). There is no cure for bear markets, as they are the admission price of investing. Without them, investments would not offer a risk premium – the return you can […]
April 2022 Newsletter: A tech wreck, bond rout and a sanguine housing market
History has a way of repeating itself. A study of the past is therefore foundational to the art and science of investing. It is also foundational to understanding the world as it is today; the forces that unite people and countries and the forces that wish to divide & conquer, reclaim lost glory and cling […]
January 2022 Newsletter: This Time is Different
My first letter of the year and I am feeling a sense of optimism that 2022 will truly be better than last year. In January of last year, I expressed the same sentiment and boy was that a case of wishful thinking. The pandemic doubled down, in terms of death toll and hospitalizations, surpassing the […]
JPS Global Investments October Newsletter – Market Resilience, Good Inflation, China Fear and an Energy Crisis
Dear Clients and Friends, When markets closed on September 30th, they were ever so slightly in what is called a “pullback,” or down 5% from their recent highs. I thought it might materialize into something worthy of writing about, but then, true to recent form, they quickly recovered. However, since I broached the topic, let me give […]