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Supply-Side Economics – A Welcome Return
We posted a commentary exactly one month ago today on June 4, 2025. Our topic was Business Development Companies (BDC) and how we see...
Jul 4, 20252 min read
Business Development Companies
We are now fast approaching two months since our last commentary. The S & P 500 has rallied more than 13% since April 10, 2025. Two...
Jun 4, 20253 min read
Still Waiting for TWO Successful Re-Tests
Last week we offered commentary on the turmoil in the markets. We suggested that the lows established in the middle of March 2025 needed...
Apr 10, 20253 min read
The First Successful Re-Test
Jim’s Note - We decided it was time for a second opinion here on the investment commentary section of the JKS Foundation website. Just...
Apr 2, 20254 min read
Be an Investor, Build a Garden
From 161-180 AD, Marcus Aurelius was the emperor of Rome. He led with wisdom, discipline, and a commitment to Rome. He would think about...
Apr 1, 20254 min read
The Tides of March
The Tides of March The equity markets started off well enough in 2025. However, since the middle of February, stock prices have sunk,...
Mar 10, 20253 min read
Boundaries
Kristi and I invest a good deal of our leisure time in learning endeavors. Investing in learning shouldn’t stop, even after your...
Feb 19, 20254 min read
January 5, 2025: Massive Capital Expenditures in Generative Artificial Intelligence:Big Announcements Are Ringing in the New Year
Microsoft made an eye-catching announcement on Friday January 3, 2025. The press release poured cold water on dubious theories that...
Jan 27, 20253 min read
December 19, 2024 The Federal Reserve
The Federal Reserve Board cut short term interest rates by .25% yesterday and made it known they would NOT be cutting short term rates...
Jan 27, 20253 min read
December 10, 2024 Merry Christmas
In the comments below we want to take several steps back. For sure, we are enormously optimistic about the potential for policy changes...
Jan 27, 20253 min read
November 19, 2024 Post Election Results
The presidential and U.S. Senate election results became known between the time when the U.S. financial markets closed on Tuesday...
Jan 27, 20253 min read
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