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J2 Capital Management Blog

J2 Capital's Blog on Planning, Retirement, Markets, &  J2 Strategy updates.

J2 Capital Market Update

From a macro point of view, the U.S. market indexes have generated flat to negative returns for almost the past three years, with large rallies and drops producing no returns for investors outside a select group of technology stocks.

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J2 Stock Analysis: Roku

Roku (ROKU) is a company that J2 Capital Management has continued to have conviction in. The shift from traditional TV to streaming has continued to accelerate and sitting in the middle of this competition for eyeballs is Roku.

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J2 Stock Analysis: DraftKings

DraftKings (DKNG) is a company that has caught our attention here at J2 Capital Management. The recent tailwinds it's received from casino shutdowns as well as the legalization of sports betting across the U.S. has created an interesting opportunity. In this post, I cover the investment thesis behind the name, as well as the recent earnings, catalysts, and risks associated with the company.

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CoronaVirus and Stocks: What Happened and What Can You Do

For the past few weeks, J2 Capital started posting about the Coronavirus (Covid19) and it's the potential impact on the economy. We continued to highlight the risks from the virus but noticed that many were shrugging off the potential negative effects of the virus. This was a warning sign to us that the market would be at risk should the virus continue on its trajectory.

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4th Quarter 2019 Market Update

With the major run-up in stock prices, this has expanded companies' valuations off relatively flat earnings. 2020 will be a year of either living up to these high expectations or falling short, forcing investors to rethink their bullish mood despite an accommodative Fed.

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3rd Quarter 2019 Market Update

Trade Wars, Fed Rate Cuts, Negative Interest Rates, Yield Curve Inversion, Trump Impeachment, Brexit, and Recession! Did I cover all the monsters in the room? Both advisors and clients all know the same information due to the internet and easier access to information. This has made sentiment poor and both advisors and clients have reacted by lowering equity allocations. Is this the fuel that keeps the market afloat?

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1st Quarter 2019 Market Update

From this Christmas Eve miracle, the U.S. Fed embarked on a series of interest rate and quantitative tightening walk backs. Not to be outdone, the European Central Bank, which just ended its credit infusions to its banking system, started walking back its plans to tighten monetary conditions by discussing more easing. To complete the coordination, China stepped in with massive liquidity credit injections to its state-owned corporations.

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3rd Quarter 2018 Market Update

We believe that for the market to be back in an up- trend and out of a high-risk environment, we need to see a couple strong days in the market that put the RCI Indicator above 80. That would suggest to us that institutions feel comfortable enough with the market to be engaged again. Good earnings guidance will give cover to the risk-on trade being back in style. I believe we will find out by the end of October what kind of market we are in. For now, J2 Capital is holding higher-than-normal levels of cash across our models, waiting to see what the market’s next move is.

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1st Quarter 2018 Market Update

The market is currently confusing, messy, and not optimal for risk-taking. Intuitional program trading is beating up those trying to play the wiggles. We have done well managing the recent volatility by being early to sell down to cash. We want to be careful to not overthink things and get caught up in chasing markets up and down daily. A better investment environment will present itself but it’s not now.

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4th Quarter 2017 Market Update

We believe that given the euphoric rise with no pullback along with exuberant enthusiasm raises risks in the short term higher than we have seen in years. A pause would be healthy. Straight line advances in a 30-degree upward angle almost never stick no matter how good things are. Should stocks not pause, we would expect to see many months of gains given back very quickly.

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