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Joseph S. Kalinowski, CFA
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Recent Posts
A Message to my Diamond-Handed Friends
Cognitive Dissonance
What a "Blue Wave" Means For The Market
The Validity of Behavioral Finance
Stock Newsletters and Broad Market Appeal
September Sell-off and Tactical Strategy
Framing the Debate
Influenced in your Thinking by a Bias or Heuristic
Writing a Critique Through the Lens of Behavioral Economics
The Trump Narrative
Archive
May 2021
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January 2021
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October 2020
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September 2020
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July 2020
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April 2020
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March 2020
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November 2019
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October 2019
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January 2019
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December 2018
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November 2018
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October 2018
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September 2018
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August 2018
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July 2018
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May 2018
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April 2018
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March 2018
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June 2017
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May 2017
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April 2017
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February 2017
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January 2017
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December 2016
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November 2016
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September 2016
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July 2016
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April 2016
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March 2016
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February 2016
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January 2016
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December 2015
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May 2015
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April 2015
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March 2015
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February 2015
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January 2015
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November 2014
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October 2014
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July 2013
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Stock Portfolio Up 10.6% in August
The JSK stock portfolio finished the month of August up 10.6%. The portfolio handily outperformed the major indicies with the S&P 500 up...
Sep 5, 2012
Can Obama "break the model"
Clearly the issues facing our nation are challenging and complex. Our economic recovery has been lackluster and economic growth anemic....
Aug 30, 2012
Near-term Market Weakness
The Volatility Index (VIX) The volatility indices measure the implied volatility for a basket of put and call options related to a...
Aug 27, 2012
Money & Finance
Reflecting back to the 2007/2008 recession, housing was clearly the lead cause of the ensuing economic collapse and we at JSK Partners...
Aug 24, 2012
Near-Term Opportunity
This week we’d like to take a fundamental overview of the market and make the bullish case that stocks have additional room to rally from...
Aug 13, 2012
Waiting for Sector Leadership to Confirm the Rally
We have been tracking some unusual trends in the major indices over the past few weeks. While the S&P 500 has been in a choppy upward...
Aug 6, 2012
More Bullish Evidence
There is a scene in Rocky III where a reporter asks Clubber Lang (played by Mr. T) about his prediction about the upcoming bout against...
Jul 30, 2012
A Bullish Eye Towards the Market
The month of July has been a relatively choppy trading environment with the major indices posting minor losses for the month. The S&P 500...
Jul 16, 2012
Tactical Trading Summary
When speaking of our tactical strategy, we allude to our shorter-term plan of action (one to three months) within our longer-term plan of...
Jul 9, 2012
Corporate Earnings Analysis
Despite dour earnings announcements of late, the stock market is setting up for a massive rally into the close of the year. As the second...
Jun 25, 2012
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